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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
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$1.26M
Creative Planning
327
Creative Planning
Kansas
$1.26M
CT
328
Chicago Trust
Illinois
$1.25M
WKWM
329
Walter & Keenan Wealth Management
Indiana
$1.25M
KIC
330
Kensington Investment Counsel
California
$1.24M
AA
331
ALPS Advisors
Colorado
$1.23M
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$1.2M
WIA
333
World Investment Advisors
California
$1.18M
KRS
334
Kentucky Retirement Systems
Kentucky
$1.14M
PCA
335
Pallas Capital Advisors
Massachusetts
$1.12M
Mirae Asset Global Investments
336
Mirae Asset Global Investments
South Korea
$1.12M
IMCOOI
337
Investment Management Corp of Ontario (IMCO)
Canada
$1.09M
HighTower Advisors
338
HighTower Advisors
Illinois
$1.08M
AWA
339
Arkadios Wealth Advisors
Georgia
$1.07M
Commonwealth Equity Services
340
Commonwealth Equity Services
Massachusetts
$1.02M
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$981K
RCA
342
Roberts Capital Advisors
Colorado
$974K
BHCM
343
Brevan Howard Capital Management
Jersey
$966K
EAM
344
Eventide Asset Management
Massachusetts
$962K
HIM
345
Hillsdale Investment Management
Ontario, Canada
$955K
RCAG
346
Rehmann Capital Advisory Group
Michigan
$953K
ALMGDA
347
AG2R La Mondiale Gestion d'Actifs
France
$947K
AB
348
Amalgamated Bank
New York
$944K
AA
349
Auxano Advisors
Washington
$938K
WLG
350
Williamson Legacy Group
Indiana
$937K