SSNC icon

SS&C Technologies

680 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, 274 increasing their positions, 246 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-28
Holders Change %
-3.95%
% of All Funds
9.11%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
68
Increased
274
Reduced
246
Closed
83
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NWAG
451
Net Worth Advisory Group
Utah
$315K +$10.5K +127 +3%
AW
452
Alteri Wealth
California
$314K +$314K +3,787 New
HW
453
Hancock Whitney
Mississippi
$313K -$59.1K -714 -16%
FM
454
Foster & Motley
Ohio
$312K -$237K -2,868 -43%
BIG
455
Brooklyn Investment Group
New York
$311K +$212K +2,562 +214%
ACA
456
Aptus Capital Advisors
Alabama
$310K +$310K +3,748 New
Canada Pension Plan Investment Board
457
Canada Pension Plan Investment Board
Ontario, Canada
$306K -$1.11M -13,400 -78%
IA
458
IFP Advisors
Florida
$306K -$72.3K -798 -19%
AC
459
AlphaCore Capital
California
$304K +$9.94K +120 +3%
S
460
SignatureFD
Georgia
$301K +$19.1K +231 +7%
SSWM
461
Sheets Smith Wealth Management
North Carolina
$298K
JSAM
462
J. Safra Asset Management
New York
$296K +$27.6K +337 +10%
HH
463
Hilltop Holdings
Texas
$295K +$34.5K +417 +13%
MIM
464
MetLife Investment Management
New Jersey
$292K -$28.2K -341 -9%
PWM
465
Pines Wealth Management
North Carolina
$291K +$291K +3,490 New
NYLIM
466
New York Life Investment Management
New York
$289K +$289K +3,487 New
KCP
467
Kera Capital Partners
California
$287K +$29.9K +361 +12%
II
468
Inspire Investing
Idaho
$286K -$3.01M -36,381 -91%
LCGC
469
Legacy Capital Group California
California
$285K +$16.6K +200 +6%
SOW
470
State of Wyoming
Wyoming
$279K -$78.9K -953 -22%
AWS
471
Atria Wealth Solutions
New York
$277K -$246K -2,974 -47%
WA
472
Wealth Alliance
New York
$273K -$994 -12 -0.4%
MGIA
473
Moneta Group Investment Advisors
Missouri
$268K +$14.9K +180 +6%
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$266K -$52.6K -635 -17%
FW
475
FullCircle Wealth
Texas
$263K +$27K +316 +11%