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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
WPC
501
Wedmont Private Capital
Pennsylvania
$220K
BCI
502
Brinker Capital Investments
Pennsylvania
$219K
GSIS
503
Global Strategic Investment Solutions
Arizona
$219K
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$219K
KPPF
505
Klein Pavlis & Peasley Financial
California
$215K
GF
506
Gries Financial
Ohio
$215K
SIG
507
Sky Investment Group
Connecticut
$215K
OIA
508
OneDigital Investment Advisors
Kansas
$214K
CAU
509
Caxton Associates (UK)
$212K
C
510
Certuity
Florida
$209K
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$209K
PCP
512
Perbak Capital Partners
United Kingdom
$209K
RCM
513
Radnor Capital Management
Pennsylvania
$208K
VDI
514
Vaughan David Investments
Illinois
$208K
SVWAG
515
Sound View Wealth Advisors Group
Georgia
$207K
AG
516
Ascent Group
Virginia
$207K
RP
517
Riverwater Partners
Wisconsin
$206K
CSP
518
Cary Street Partners
Virginia
$204K
LWL
519
Leo Wealth LLC
Texas
$203K
WMA
520
West Michigan Advisors
Michigan
$202K
NWA
521
New World Advisors
Massachusetts
$202K
Lazard Asset Management
522
Lazard Asset Management
New York
$194K
SG Americas Securities
523
SG Americas Securities
New York
$187K
AF
524
Allworth Financial
California
$179K
EAM
525
Erste Asset Management
Austria
$172K