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SEI Investments

565 hedge funds and large institutions have $7.06B invested in SEI Investments in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

1% more funds holding

Funds holding: 559565 (+6)

0.88% more ownership

Funds ownership: 72.75%73.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.31B → $7.06B (-$246M)

51% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $7.42M

Holders
565
Holders Change
+6
Holders Change %
+1.07%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
216
Reduced
179
Closed
59
Calls
$3.65M
Puts
$7.42M
Net Calls
-$3.77M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$793M +$38.9M +472,497 +5%
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$677M -$9.53M -115,755 -1%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$481M +$504M +6,125,643 New
Morgan Stanley
4
Morgan Stanley
New York
$376M -$23.3M -282,899 -6%
VCM
5
Vanguard Capital Management
Pennsylvania
$372M +$390M +4,741,716 New
State Street
6
State Street
Massachusetts
$328M -$8.06M -97,887 -2%
Bank of America
7
Bank of America
North Carolina
$229M -$150K -1,817 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$222M -$5.27M -63,985 -2%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$173M +$23.6M +287,009 +15%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$164M +$61.7M +749,325 +56%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$147M +$1.65M +20,054 +1%
First Trust Advisors
12
First Trust Advisors
Illinois
$143M +$1.79M +21,731 +1%
BGC
13
Beutel, Goodman & Co
Ontario, Canada
$139M -$9M -109,273 -6%
Boston Partners
14
Boston Partners
Massachusetts
$139M +$146M +1,770,039 New
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94M -$15.1M -182,908 -13%
Invesco
16
Invesco
Georgia
$89.9M -$48.3M -586,980 -34%
BTW
17
Boston Trust Walden
Massachusetts
$81.6M -$3.71M -45,059 -4%
RA
18
Royce & Associates
New York
$78.2M +$7.42M +90,117 +10%
Franklin Resources
19
Franklin Resources
California
$77.1M +$13.5M +164,419 +20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$73.5M -$4.48M -54,349 -5%
Northern Trust
21
Northern Trust
Illinois
$71.1M +$1.16M +14,131 +2%
Ameriprise
22
Ameriprise
Minnesota
$68.2M +$3.96M +48,088 +6%
CCMG
23
Clark Capital Management Group
Pennsylvania
$65.7M +$15.8M +191,986 +30%
ACM
24
American Capital Management
New York
$60.3M +$16M +193,796 +34%
Charles Schwab
25
Charles Schwab
California
$54.7M +$2.65M +32,124 +5%