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SS&C Technologies

682 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: 709682 (-27)

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
682
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
NWAG
451
Net Worth Advisory Group
Utah
$315K
AW
452
Alteri Wealth
California
$314K
HW
453
Hancock Whitney
Mississippi
$313K
FM
454
Foster & Motley
Ohio
$312K
BIG
455
Brooklyn Investment Group
New York
$311K
ACA
456
Aptus Capital Advisors
Alabama
$310K
Canada Pension Plan Investment Board
457
Canada Pension Plan Investment Board
Ontario, Canada
$306K
IA
458
IFP Advisors
Florida
$306K
AC
459
AlphaCore Capital
California
$304K
S
460
SignatureFD
Georgia
$301K
SSWM
461
Sheets Smith Wealth Management
North Carolina
$298K
JSAM
462
J. Safra Asset Management
New York
$296K
HH
463
Hilltop Holdings
Texas
$295K
MIM
464
MetLife Investment Management
New Jersey
$292K
PWM
465
Pines Wealth Management
North Carolina
$291K
NYLIM
466
New York Life Investment Management
New York
$289K
KCP
467
Kera Capital Partners
California
$287K
II
468
Inspire Investing
Idaho
$286K
LCGC
469
Legacy Capital Group California
California
$285K
SOW
470
State of Wyoming
Wyoming
$279K
AWS
471
Atria Wealth Solutions
New York
$277K
WA
472
Wealth Alliance
New York
$273K
MGIA
473
Moneta Group Investment Advisors
Missouri
$268K
CIBC Private Wealth Group
474
CIBC Private Wealth Group
Georgia
$266K
FW
475
FullCircle Wealth
Texas
$263K