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 %
WPC
501
Wedmont Private Capital
Pennsylvania
$220K -$5.42K -65 -2%
BCI
502
Brinker Capital Investments
Pennsylvania
$219K -$247K -2,987 -53%
GSIS
503
Global Strategic Investment Solutions
Arizona
$219K
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$219K
KPPF
505
Klein Pavlis & Peasley Financial
California
$215K +$215K +2,601 New
GF
506
Gries Financial
Ohio
$215K -$27.7K -334 -11%
SIG
507
Sky Investment Group
Connecticut
$215K -$8.28K -100 -4%
OIA
508
OneDigital Investment Advisors
Kansas
$214K +$214K +2,587 New
CAU
509
Caxton Associates (UK)
$212K -$1.41M -17,060 -87%
C
510
Certuity
Florida
$209K +$209K +2,523 New
PCP
511
Perbak Capital Partners
United Kingdom
$209K +$209K +2,521 New
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$209K +$209K +2,521 New
RCM
513
Radnor Capital Management
Pennsylvania
$208K
VDI
514
Vaughan David Investments
Illinois
$208K +$208K +2,514 New
SVWAG
515
Sound View Wealth Advisors Group
Georgia
$207K -$7.7K -93 -4%
AG
516
Ascent Group
Virginia
$207K -$745 -9 -0.4%
RP
517
Riverwater Partners
Wisconsin
$206K +$3.31K +40 +2%
CSP
518
Cary Street Partners
Virginia
$204K -$38.5K -465 -16%
LWL
519
Leo Wealth LLC
Texas
$203K +$203K +2,456 New
WMA
520
West Michigan Advisors
Michigan
$202K +$202K +2,445 New
NWA
521
New World Advisors
Massachusetts
$202K -$116K -1,397 -36%
Lazard Asset Management
522
Lazard Asset Management
New York
$194K +$53.6K +650 +38%
SG Americas Securities
523
SG Americas Securities
New York
$187K -$2.21M -26,700 -92%
AF
524
Allworth Financial
California
$179K +$12.1K +146 +7%
EAM
525
Erste Asset Management
Austria
$172K +$172K +2,100 New