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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3M
Puts
$27.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
426
Credit Agricole
France
$545K
IWC
427
Integrated Wealth Concepts
Massachusetts
$543K
TC
428
Truvestments Capital
Florida
$541K
Baird Financial Group
429
Baird Financial Group
Wisconsin
$539K
TWP
430
Triad Wealth Partners
Kansas
$537K
SSWM
431
Sheets Smith Wealth Management
North Carolina
$537K
SFA
432
Sequoia Financial Advisors
Ohio
$537K
ERIC
433
Eagle Rock Investment Company
Georgia
$520K
CIP
434
Cornerstone Investment Partners
Georgia
$519K
PS
435
Principal Securities
Iowa
$514K
JSAM
436
J. Safra Asset Management
New York
$509K
AF
437
Avanza Fonder
Sweden
$505K
GIM
438
Groesbeck Investment Management
New Jersey
$505K
CFO
439
Callan Family Office
Pennsylvania
$502K
AC
440
Aristeia Capital
Connecticut
$500K
WA
441
Waverly Advisors
Alabama
$498K
SL
442
Sentinus LLC
Illinois
$485K
WKWM
443
Walter & Keenan Wealth Management
Indiana
$479K
DA
444
Denali Advisors
California
$473K
MFG
445
Merit Financial Group
Georgia
$460K
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$458K
M&T Bank
447
M&T Bank
New York
$452K
PMA
448
Prudent Man Advisors
Illinois
$448K
ASN
449
Advisory Services Network
Georgia
$445K
LWAM
450
Legacy Wealth Asset Management
Minnesota
$437K