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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Caprock Group
Idaho
$641K +$122K +1,429 +24%
AIM
427
Alhambra Investment Management
Florida
$638K -$75.1K -881 -11%
RFC
428
Regions Financial Corp
Alabama
$628K -$36.2K -424 -6%
NAM
429
NorthCrest Asset Manangement
Minnesota
$624K +$7.59K +89 +1%
EPW
430
Evolve Private Wealth
California
$620K +$605K +7,096 New
WKWM
431
Walter & Keenan Wealth Management
Indiana
$619K -$683K -8,006 -53%
PS
432
Principal Securities
Iowa
$619K -$56.8K -666 -9%
CFO
433
Callan Family Office
Pennsylvania
$617K +$325K +3,816 +118%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$606K -$294K -3,449 -33%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$592K
SL
436
Sentinus LLC
Illinois
$580K +$566K +6,638 New
JSAM
437
J. Safra Asset Management
New York
$576K +$242K +2,842 +76%
FFM
438
Forum Financial Management
Illinois
$566K +$99.3K +1,164 +22%
M&T Bank
439
M&T Bank
New York
$560K +$138K +1,616 +34%
FA
440
Fedenia Advisers
Wisconsin
$559K -$36.3K -426 -6%
VA
441
Vident Advisory
Georgia
$552K -$102K -1,198 -16%
FT
442
Fiduciary Trust
Massachusetts
$539K +$14.8K +173 +3%
QWM
443
Quadcap Wealth Management
Texas
$525K -$10.1K -118 -2%
GI
444
GAMMA Investing
California
$514K +$47.6K +558 +10%
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$508K +$938 +11 +0.2%
Principal Financial Group
446
Principal Financial Group
Iowa
$504K -$171K -2,009 -26%
SWM
447
Salvus Wealth Management
New Jersey
$502K +$17.1K +200 +4%
AC
448
Aristeia Capital
Connecticut
$498K +$204K +2,396 +73%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$486K
UCFA
450
United Capital Financial Advisors
Texas
$485K +$2.64K +31 +0.6%