We are live on ! Find out more
SSNC icon

SS&C Technologies

693 hedge funds and large institutions have $17.1B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $11M

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

0.4% less ownership

Funds ownership: 84.06%83.67% (-0.4%)

1% less capital invested

Capital invested by funds: $17.3B → $17.1B (-$181M)

3% less funds holding

Funds holding: 718693 (-25)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
693
Holders Change
-25
Holders Change %
-3.48%
% of All Funds
9.12%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
69
Increased
278
Reduced
248
Closed
84
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
526
Leo Wealth LLC
Texas
$203K +$193K +2,456 New
WMA
527
West Michigan Advisors
Michigan
$202K +$192K +2,445 New
NWA
528
New World Advisors
Massachusetts
$202K -$110K -1,397 -36%
Lazard Asset Management
529
Lazard Asset Management
New York
$194K +$51.1K +650 +38%
SG Americas Securities
530
SG Americas Securities
New York
$187K -$2.1M -26,700 -92%
AF
531
Allworth Financial
California
$179K +$11.5K +146 +7%
EAM
532
Erste Asset Management
Austria
$172K +$165K +2,100 New
TIM
533
Tortoise Investment Management
New York
$166K +$707 +9 +0.5%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$145K -$13.9K -177 -9%
FFA
535
Farther Finance Advisors
California
$140K +$7.08K +90 +6%
GRP
536
Global Retirement Partners
California
$136K +$129K +1,644 New
HFM
537
Harvest Fund Management
China
$131K -$65.6K -834 -34%
1IA
538
1620 Investment Advisors
Massachusetts
$128K +$1.34K +17 +1%
MCM
539
MAI Capital Management
Ohio
$125K +$8.88K +113 +8%
FHA
540
First Horizon Advisors
Tennessee
$121K +$2.67K +34 +2%
HNB
541
Hilltop National Bank
Wyoming
$117K +$111K +1,407 New
Cohen & Steers
542
Cohen & Steers
New York
$116K
M
543
MOTCO
Texas
$116K
AIM
544
Anchor Investment Management
South Carolina
$116K +$7.86K +100 +8%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$111K +$48.7K +620 +86%
SAM
546
Smartleaf Asset Management
Massachusetts
$105K -$27.5K -350 -21%
MWA
547
Medallion Wealth Advisors
Connecticut
$104K
BC
548
Bayforest Capital
United Kingdom
$102K +$20.4K +260 +27%
MMCM
549
Murphy & Mullick Capital Management
New York
$102K
PCM
550
Penserra Capital Management
California
$96K +$10.3K +131 +13%

SSNC Hedge Fund Activity: Q2 2025 in Review

693 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q2 2025, worth a combined $17.1B — down 1.1% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SSNC and 69 opened new positions — a net loss of 15 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Swedbank, adding an estimated $113M. The largest seller was Diamond Hill Capital Management, cutting an estimated $114M.

  • 693 institutional investors held SS&C Technologies (SSNC) as of Q2 2025, down from 718 in Q1 2025.
  • Funds reported $17.1B of SS&C Technologies stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 69 funds opened new SS&C Technologies positions in Q2 2025 and 84 closed out, a net change of -15 holders.
  • The largest SS&C Technologies buyer in Q2 2025 was Swedbank, an estimated $113M added.
  • The largest SS&C Technologies seller in Q2 2025 was Diamond Hill Capital Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.