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SS&C Technologies

684 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: 709684 (-25)

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
684
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
SW
501
SteelPeak Wealth
California
$220K
WPC
502
Wedmont Private Capital
Pennsylvania
$220K
BCI
503
Brinker Capital Investments
Pennsylvania
$219K
GSIS
504
Global Strategic Investment Solutions
Arizona
$219K
GIA
505
Guyasuta Investment Advisors
Pennsylvania
$219K
KPPF
506
Klein Pavlis & Peasley Financial
California
$215K
GF
507
Gries Financial
Ohio
$215K
SIG
508
Sky Investment Group
Connecticut
$215K
OIA
509
OneDigital Investment Advisors
Kansas
$214K
CAU
510
Caxton Associates (UK)
$212K
C
511
Certuity
Florida
$209K
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$209K
PCP
513
Perbak Capital Partners
United Kingdom
$209K
RCM
514
Radnor Capital Management
Pennsylvania
$208K
VDI
515
Vaughan David Investments
Illinois
$208K
SVWAG
516
Sound View Wealth Advisors Group
Georgia
$207K
AG
517
Ascent Group
Virginia
$207K
RP
518
Riverwater Partners
Wisconsin
$206K
CSP
519
Cary Street Partners
Virginia
$204K
LWL
520
Leo Wealth LLC
Texas
$203K
WMA
521
West Michigan Advisors
Michigan
$202K
NWA
522
New World Advisors
Massachusetts
$202K
Lazard Asset Management
523
Lazard Asset Management
New York
$194K
SG Americas Securities
524
SG Americas Securities
New York
$187K
AF
525
Allworth Financial
California
$179K