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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
TWD
576
True Wealth Design
Ohio
$31.6K -$16.3K -207 -35%
SIC
577
Salem Investment Counselors
North Carolina
$30.1K
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$29K
WT
579
Whittier Trust
California
$28.5K
HWM
580
Hemington Wealth Management
Virginia
$27K +$2.2K +28 +9%
CT
581
Caldwell Trust
Florida
$26.8K
VNA
582
Valley National Advisers
Pennsylvania
$26K -$35.1K -446 -58%
DSC
583
Duncker Streett & Co
Missouri
$25.3K
TFIPS
584
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.8K
A
585
AlphaQuest
New York
$24.8K -$279K -3,549 -92%
AP
586
Atwood & Palmer
Missouri
$24.7K
Nisa Investment Advisors
587
Nisa Investment Advisors
Missouri
$24K -$1.38M -17,569 -98%
NS
588
NBC Securities
Alabama
$24K +$19.5K +248 +551%
PTC
589
Private Trust Company
Ohio
$23.9K
TCM
590
Traub Capital Management
Massachusetts
$23.6K +$22.4K +285 New
HWP
591
Highline Wealth Partners
California
$22.6K
PB
592
Pinnacle Bancorp
Nebraska
$22.3K -$1.1K -14 -5%
JWA
593
JFS Wealth Advisors
Pennsylvania
$20K -$393 -5 -2%
FFA
594
Frazier Financial Advisors
Ohio
$19.7K -$27.4K -349 -59%
UB
595
UMB Bank
Missouri
$19.2K +$17.9K +228 +5,700%
CAL
596
Capital Advisors Ltd
Ohio
$18K
PWAM
597
Private Wealth Asset Management
Iowa
$17.7K -$1.26K -16 -7%
C
598
Covestor
United Kingdom
$17K -$89.5K -1,139 -85%
GWM
599
Geneos Wealth Management
Colorado
$16.7K +$1.57K +20 +11%
KIM
600
Kestra Investment Management
Texas
$15.9K

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.