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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
551
Delta Investment Management
California
$222K +$217K +2,543 New
VDI
552
Vaughan David Investments
Illinois
$220K
OIA
553
OneDigital Investment Advisors
Kansas
$219K +$853 +10 +0.4%
IA
554
Investor AB
Sweden
$219K
RP
555
Riverwater Partners
Wisconsin
$218K
NWA
556
New World Advisors
Massachusetts
$214K
ONB
557
Old National Bancorp
Indiana
$212K +$1.11K +13 +0.5%
WMA
558
West Michigan Advisors
Michigan
$211K -$853 -10 -0.4%
SC
559
Savant Capital
Illinois
$207K +$201K +2,363 New
AF
560
Allworth Financial
California
$206K +$3.41K +40 +2%
IAS
561
Insigneo Advisory Services
Florida
$204K -$29.3K -344 -13%
SFC
562
SYM Financial Corp
Indiana
$203K -$1.88K -22 -0.9%
LOWM
563
Laurel Oak Wealth Management
New Jersey
$200K +$195K +2,290 New
TRCT
564
Tower Research Capital (TRC)
New York
$199K -$30.2K -354 -13%
GRP
565
Global Retirement Partners
California
$183K +$59.2K +694 +50%
Northwestern Mutual Wealth Management
566
Northwestern Mutual Wealth Management
Wisconsin
$183K -$116K -1,355 -39%
SAM
567
Smartleaf Asset Management
Massachusetts
$181K +$29.2K +342 +20%
SOW
568
State of Wyoming
Wyoming
$177K +$141K +1,649 +434%
OAM
569
Ostrum Asset Management
France
$155K -$573K -6,725 -79%
1IA
570
1620 Investment Advisors
Massachusetts
$150K +$13.6K +160 +10%
IA
571
IFP Advisors
Florida
$148K -$78.5K -921 -35%
TFA
572
Transamerica Financial Advisors
Florida
$141K +$37.1K +435 +37%
MWA
573
Medallion Wealth Advisors
Connecticut
$137K +$26.3K +308 +24%
HFM
574
Harvest Fund Management
China
$129K -$9.38K -110 -7%
SPIA
575
Steward Partners Investment Advisory
New York
$126K +$85 +1 +0.1%