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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$908M -$15.6M -189,226 -2%
BlackRock
2
BlackRock
New York
$790M +$30.8M +375,238 +4%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$717M -$19M -231,415 -3%
Morgan Stanley
4
Morgan Stanley
New York
$416M -$42.6M -518,564 -9%
State Street
5
State Street
Massachusetts
$353M -$20.8M -253,517 -6%
Bank of America
6
Bank of America
North Carolina
$240M -$16.3M -198,744 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$237M +$9.04M +109,974 +4%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$157M +$25.4M +308,988 +19%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$154M -$11.5M -140,523 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$152M -$814K -9,908 -0.5%
First Trust Advisors
11
First Trust Advisors
Illinois
$148M +$6.24M +75,919 +4%
Invesco
12
Invesco
Georgia
$142M +$70.8K +861 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$113M +$3.06M +37,240 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$110M -$531K -6,456 -0.5%
BTW
15
Boston Trust Walden
Massachusetts
$89M -$1.69M -20,619 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$81.3M -$1.91M -23,260 -2%
RA
17
Royce & Associates
New York
$74.3M +$227K +2,756 +0.3%
Northern Trust
18
Northern Trust
Illinois
$73.1M -$2.56M -31,144 -3%
Ameriprise
19
Ameriprise
Minnesota
$67.4M +$474K +5,767 +0.7%
Franklin Resources
20
Franklin Resources
California
$67.1M +$14.8M +180,208 +28%
Charles Schwab
21
Charles Schwab
California
$54.5M +$155K +1,891 +0.3%
Norges Bank
22
Norges Bank
Norway
$53.5M +$53.7M +652,868 New
PCM
23
Prana Capital Management
Connecticut
$53.4M -$4.94M -60,145 -8%
CCMG
24
Clark Capital Management Group
Pennsylvania
$53M +$50.9M +619,315 +2,333%
UBS Group
25
UBS Group
Switzerland
$52.2M +$15.8M +192,470 +43%