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SS&C Technologies

685 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, 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: 710685 (-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
685
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
TFA
551
Transamerica Financial Advisors
Florida
$74.8K
FGA
552
Fortis Group Advisors
New Jersey
$72K
RWM
553
Rialto Wealth Management
New York
$72K
BTI
554
Blue Trust Inc
Georgia
$71.8K
CTC
555
Central Trust Company
Missouri
$70.6K
GXJ
556
Global X Japan
Japan
$66.2K
Walleye Capital
557
Walleye Capital
New York
$61.4K
WBC
558
Westpac Banking Corp
Australia
$61.1K
SFCL
559
Strengthening Families & Communities LLC
Massachusetts
$55.9K
FP
560
Financial Perspectives
Minnesota
$55.5K
CPBTD
561
Central Pacific Bank - Trust Division
Hawaii
$51.4K
Bessemer Group
562
Bessemer Group
New Jersey
$47K
1M
563
1248 Management
Missouri
$45K
HNB
564
Huntington National Bank
Ohio
$44.7K
BAM
565
Bellevue Asset Management
Washington
$44.4K
EPIM
566
Evelyn Partners Investment Management
$41.4K
OCM
567
Osterweis Capital Management
California
$39.6K
SWM
568
Spire Wealth Management
Virginia
$35.5K
FA
569
Financial Avengers
California
$33.3K
TWD
570
True Wealth Design
Ohio
$31.6K
SIC
571
Salem Investment Counselors
North Carolina
$30.1K
NEWAS
572
N.E.W. Advisory Services
Wisconsin
$29K
WT
573
Whittier Trust
California
$28.5K
HWM
574
Hemington Wealth Management
Virginia
$27K
CT
575
Caldwell Trust
Florida
$26.8K