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SS&C Technologies

684 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: 709684 (-25)

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
684
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
IWC
376
Integrated Wealth Concepts
Massachusetts
$714K
QI
377
Qtron Investments
Massachusetts
$712K
Jones Financial Companies
378
Jones Financial Companies
Missouri
$706K
Corient Private Wealth
379
Corient Private Wealth
Florida
$697K
MFG
380
Merit Financial Group
Georgia
$694K
AIA
381
Affinity Investment Advisors
California
$691K
FPAS
382
Focus Partners Advisor Solutions
Missouri
$687K
Bank of Nova Scotia
383
Bank of Nova Scotia
Ontario, Canada
$685K
SCA
384
Snowden Capital Advisors
New York
$674K
RBI
385
Raiffeisen Bank International
Austria
$670K
MAM
386
Martingale Asset Management
Massachusetts
$665K
AAS
387
Avantax Advisory Services
Texas
$647K
TA
388
Tectonic Advisors
Texas
$642K
NICM
389
Neo Ivy Capital Management
New York
$640K
SIG
390
Stonegate Investment Group
Alabama
$638K
LWAM
391
Legacy Wealth Asset Management
Minnesota
$633K
PMA
392
Prudent Man Advisors
Illinois
$633K
AIM
393
Alhambra Investment Management
Florida
$606K
SPA
394
Sherbrooke Park Advisers
New York
$603K
SOMRS
395
State of Michigan Retirement System
Michigan
$602K
PS
396
Principal Securities
Iowa
$597K
Marshall Wace
397
Marshall Wace
United Kingdom
$595K
DAS
398
Dynamic Advisor Solutions
Arizona
$588K
CAM
399
Carret Asset Management
New York
$587K
NAM
400
NorthCrest Asset Manangement
Minnesota
$581K