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SS&C Technologies

719 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 258

1.87% less ownership

Funds ownership: 84.92%83.05% (-1.9%)

5% less funds holding

Funds holding: 758719 (-39)

20% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
719
Holders Change
-39
Holders Change %
-5.15%
% of All Funds
8.8%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
103
Increased
283
Reduced
258
Closed
129
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
576
True Wealth Design
Ohio
$39.6K +$13K +169 +41%
DMBA
577
Deseret Mutual Benefit Administrators
Utah
$37.1K +$19.9K +259 +89%
C
578
Covestor
United Kingdom
$37K -$49.6K -645 -54%
1M
579
1248 Management
Missouri
$36.7K
BAM
580
Bellevue Asset Management
Washington
$36.6K +$154 +2 +0.4%
WCM
581
Winthrop Capital Management
Indiana
$36K +$37.1K +483 +1,098%
IAAG
582
Innovative Asset Advisors Group
Connecticut
$35.3K +$40.2K +523 New
CTC
583
Central Trust Company
Missouri
$34.5K
TFIPS
584
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.8K
Royal London Asset Management
585
Royal London Asset Management
United Kingdom
$30K -$6.36M -82,681 -99%
SIC
586
Salem Investment Counselors
North Carolina
$27K +$30.8K +400 New
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$18.4K +239 +171%
CFO
588
CVA Family Office
Colorado
$24.5K +$17.3K +225 +164%
NEWAS
589
N.E.W. Advisory Services
Wisconsin
$23.6K
WT
590
Whittier Trust
California
$23.6K
MWC
591
MBM Wealth Consultants
Missouri
$22.1K +$25.1K +327 New
PTC
592
Private Trust Company
Ohio
$22K -$13.6K -177 -35%
CT
593
Caldwell Trust
Florida
$21.9K
RFP
594
Root Financial Partners
California
$21.7K -$17.8K -231 -42%
QC
595
Quent Capital
New York
$21.5K -$17.7K -230 -42%
RF
596
Rossby Financial
Florida
$19.9K +$3.92K +51 +21%
EF
597
Entrust Financial
Pennsylvania
$19.1K +$5.23K +68 +32%
GKIM
598
GW&K Investment Management
Massachusetts
$19K -$19.1K -248 -47%
JWA
599
JFS Wealth Advisors
Pennsylvania
$18.6K +$384 +5 +2%
OCWP
600
Owl Creek Wealth Partners
Colorado
$17.8K +$20.2K +263 New

SSNC Hedge Fund Activity: Q1 2026 in Review

719 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2026, worth a combined $13.6B — down 25% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of SSNC and 103 opened new positions — a net loss of 26 holders — while 258 trimmed existing stakes and 283 added.

The largest buyer was Citadel Advisors, adding an estimated $371M. The largest seller was BlackRock, cutting an estimated $596M.

  • 719 institutional investors held SS&C Technologies (SSNC) as of Q1 2026, down from 758 in Q4 2025.
  • Funds reported $13.6B of SS&C Technologies stock for Q1 2026, down 25% quarter-over-quarter.
  • 103 funds opened new SS&C Technologies positions in Q1 2026 and 129 closed out, a net change of -26 holders.
  • The largest SS&C Technologies buyer in Q1 2026 was Citadel Advisors, an estimated $371M added.
  • The largest SS&C Technologies seller in Q1 2026 was BlackRock, an estimated $596M sold.

Based on aggregated 13F filings for Q1 2026.