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SS&C Technologies

682 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 247 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 709682 (-27)

18% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 83

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$1.61M
LCM
302
Legato Capital Management
California
$1.55M
CIC
303
Cornercap Investment Counsel
Georgia
$1.54M
CL
304
CSS LLC
Illinois
$1.52M
VI
305
Vestcor Inc
New Brunswick, Canada
$1.52M
EWA
306
EP Wealth Advisors
California
$1.5M
AI
307
Atria Investments
North Carolina
$1.48M
IPW
308
Inlet Private Wealth
Florida
$1.45M
DM
309
Delphi Management
Massachusetts
$1.44M
BAM
310
Boyar Asset Management
New York
$1.42M
BOTPPF
311
Board of the Pension Protection Fund
United Kingdom
$1.42M
CFB
312
Cullen/Frost Bankers
Texas
$1.4M
OAM
313
Ostrum Asset Management
France
$1.39M
KPWS
314
Kestra Private Wealth Services
Texas
$1.37M
CP
315
Cumberland Partners
Ontario, Canada
$1.37M
LI
316
LRI Investments
Florida
$1.36M
VPIM
317
Vanguard Personalized Indexing Management
California
$1.36M
KOC
318
Koss-Olinger Consulting
Florida
$1.35M
BAM
319
Byrne Asset Management
New Jersey
$1.34M
MYLI
320
Meiji Yasuda Life Insurance
Japan
$1.34M
KAS
321
Kestra Advisory Services
Texas
$1.31M
ATC
322
Argent Trust Co
Tennessee
$1.31M
ACS
323
Archford Capital Strategies
Illinois
$1.3M
AFW
324
Avantra Family Wealth
Pennsylvania
$1.27M
AWM
325
Apollon Wealth Management
South Carolina
$1.27M