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SS&C Technologies

755 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

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 (+$96.7M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.6M
Puts
$11.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
551
Vaughan David Investments
Illinois
$220K
OIA
552
OneDigital Investment Advisors
Kansas
$219K
IA
553
Investor AB
Sweden
$219K
RP
554
Riverwater Partners
Wisconsin
$218K
NWA
555
New World Advisors
Massachusetts
$214K
ONB
556
Old National Bancorp
Indiana
$212K
WMA
557
West Michigan Advisors
Michigan
$211K
SC
558
Savant Capital
Illinois
$207K
AF
559
Allworth Financial
California
$206K
IAS
560
Insigneo Advisory Services
Florida
$204K
SFC
561
SYM Financial Corp
Indiana
$203K
LOWM
562
Laurel Oak Wealth Management
New Jersey
$200K
TRCT
563
Tower Research Capital (TRC)
New York
$199K
GRP
564
Global Retirement Partners
California
$183K
Northwestern Mutual Wealth Management
565
Northwestern Mutual Wealth Management
Wisconsin
$183K
SAM
566
Smartleaf Asset Management
Massachusetts
$181K
SOW
567
State of Wyoming
Wyoming
$177K
OAM
568
Ostrum Asset Management
France
$155K
1IA
569
1620 Investment Advisors
Massachusetts
$150K
IA
570
IFP Advisors
Florida
$148K
TFA
571
Transamerica Financial Advisors
Florida
$141K
MWA
572
Medallion Wealth Advisors
Connecticut
$137K
HFM
573
Harvest Fund Management
China
$129K
SPIA
574
Steward Partners Investment Advisory
New York
$126K
SS
575
Sunbelt Securities
Texas
$123K