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SS&C Technologies
SSNC

Overview Fund Activity

708 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 279 increasing their positions, 204 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+70
Holders Change %
+10.97%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.3%
New
124
Increased
279
Reduced
204
Closed
40
Calls
$68.7M
Puts
$29.4M
Net Calls
+$39.2M
Net Calls Change
-$17.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$116M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$86M
3
WCM
Wedge Capital Management
North Carolina
+$54.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$53.2M
5
PCM
Prana Capital Management
Connecticut
+$39.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$98.8M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.9M
3
VVP
Vulcan Value Partners
Alabama
-$91.9M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$81.5M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
501
Prelude Capital Management
New York
$276K +$276K +3,308 New
WA
502
Wealth Alliance
New York
$276K +$251 +3 +0.1%
GI
503
GAMMA Investing
California
$275K +$45.9K +549 +20%
JSAM
504
J. Safra Asset Management
New York
$274K +$16.6K +199 +6%
CAM
505
Claret Asset Management
Quebec, Canada
$272K -$247K -3,258 Closed
LCGC
506
Legacy Capital Group California
California
$270K +$19.6K +235 +8%
SFA
507
Sequoia Financial Advisors
Ohio
$267K -$17.7K -212 -6%
MAS
508
Meeder Advisory Services
Ohio
$264K +$26K +311 +11%
HH
509
Hilltop Holdings
Texas
$263K +$263K +3,146 New
RCAG
510
Rehmann Capital Advisory Group
Michigan
$261K +$4.09K +49 +2%
KCP
511
Kera Capital Partners
California
$259K -$7.85K -94 -3%
GPWM
512
Grant Private Wealth Management
California
$259K -$19K -228 -7%
OR
513
Olympiad Research
Connecticut
$258K +$258K +3,084 New
MGIA
514
Moneta Group Investment Advisors
Missouri
$255K +$17.5K +210 +7%
AFGAS
515
Allegiance Financial Group Advisory Services
Virginia
$249K +$249K +2,986 New
AAIS
516
ABN AMRO Investment Solutions
$248K +$248K +2,970 New
GF
517
Gries Financial
Ohio
$245K +$245K +2,934 New
CSP
518
Cary Street Partners
Virginia
$245K -$134K -1,599 -35%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$244K +$26K +311 +12%
CIA
520
Concurrent Investment Advisors
Florida
$243K -$25.5K -305 -9%
EC
521
EntryPoint Capital
New York
$239K -$237K -2,835 -50%
BFO
522
Boston Family Office
Massachusetts
$237K – – –
CPA
523
Capital Performance Advisors
California
$235K +$235K +2,811 New
HKIMG
524
Hutchens & Kramer Investment Management Group
Indiana
$232K – – –
PS
525
Principal Securities
Iowa
$228K – – –
19 20
21
22 23