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SS&C Technologies

712 hedge funds and large institutions have $13.5B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 129 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:

21% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

26% less capital invested

Capital invested by funds: $18.1B → $13.5B (-$4.64B)

Holders
712
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
TWP
426
Triad Wealth Partners
Kansas
$537K
SSWM
427
Sheets Smith Wealth Management
North Carolina
$537K
SFA
428
Sequoia Financial Advisors
Ohio
$537K
ERIC
429
Eagle Rock Investment Company
Georgia
$520K
CIP
430
Cornerstone Investment Partners
Georgia
$519K
PS
431
Principal Securities
Iowa
$514K
JSAM
432
J. Safra Asset Management
New York
$509K
AF
433
Avanza Fonder
Sweden
$505K
GIM
434
Groesbeck Investment Management
New Jersey
$505K
CFO
435
Callan Family Office
Pennsylvania
$502K
AC
436
Aristeia Capital
Connecticut
$500K
WA
437
Waverly Advisors
Alabama
$498K
SL
438
Sentinus LLC
Illinois
$485K
WKWM
439
Walter & Keenan Wealth Management
Indiana
$479K
DA
440
Denali Advisors
California
$473K
MFG
441
Merit Financial Group
Georgia
$460K
BMSSC
442
B. Metzler seel. Sohn & Co
Germany
$458K
M&T Bank
443
M&T Bank
New York
$452K
PMA
444
Prudent Man Advisors
Illinois
$448K
ASN
445
Advisory Services Network
Georgia
$445K
LWAM
446
Legacy Wealth Asset Management
Minnesota
$437K
QI
447
Qtron Investments
Massachusetts
$433K
HFS
448
Hantz Financial Services
Michigan
$429K
BAM
449
Blueshift Asset Management
New Jersey
$420K
EPW
450
Evolve Private Wealth
California
$415K