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SS&C Technologies
SSNC

648 hedge funds and large institutions have $15.7B invested in SS&C Technologies in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 243 increasing their positions, 226 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,183% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $4.77M

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

8% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 226

3% more capital invested

Capital invested by funds: $15.2B → $15.7B (+$490M)

0.13% more ownership

Funds ownership: 83.45% → 83.58% (+0.13%)

5% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 91

2% less funds holding

Funds holding: 662 → 648 (-14)

Holders
648
Holders Change
-14
Holders Change %
-2.11%
% of All Funds
8.54%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
86
Increased
243
Reduced
226
Closed
91
Calls
$61.2M
Puts
$4.77M
Net Calls
+$56.5M
Net Calls Change
+$79.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$395M
2
Boston Partners
Boston Partners
Massachusetts
+$292M
3
Bank of America
Bank of America
North Carolina
+$65.8M
4
SIG
Senator Investment Group
New York
+$65M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$58.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$255M
2
DCP
Durable Capital Partners
Maryland
-$242M
3
Pzena Investment Management
Pzena Investment Management
New York
-$82.7M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$61.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
601
Advisornet Financial
Minnesota
$4.32K +$1.5K +20 +54%
BBHC
602
Brown Brothers Harriman & Co
New York
$4.09K – – –
CMP
603
Coston McIsaac & Partners
Maine
$4K – – –
CWP
604
Concord Wealth Partners
Virginia
$3.79K – – –
SSB
605
Sandy Spring Bank
Maryland
$3.79K – – –
BWL
606
Bogart Wealth LLC
Virginia
$3.64K – – –
LFG
607
Larson Financial Group
Missouri
$3.49K +$1.27K +17 +59%
GSWM
608
Golden State Wealth Management
California
$3.33K +$3.29K +44 New
BCWM
609
Bartlett & Co Wealth Management
Ohio
$3.26K – – –
NA
610
NewEdge Advisors
Louisiana
$3.18K -$1.87K -25 -37%
PPC
611
Park Place Capital
Alabama
$3.11K – – –
WCM
612
Winthrop Capital Management
Indiana
$3K – – –
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$2.96K +$75 +1 +3%
HCP
614
Hexagon Capital Partners
Arkansas
$2.96K +$1.27K +17 +77%
PMFA
615
Plante Moran Financial Advisors
Michigan
$2.73K +$2.69K +36 New
SS
616
SBI Securities
Japan
$2.73K +$2.69K +36 New
TWC
617
TD Waterhouse Canada
Ontario, Canada
$2.65K – – –
SIC
618
SJS Investment Consulting
Ohio
$2.35K -$75 -1 -3%
HPC
619
HM Payson & Co
Maine
$2.2K – – –
TCM
620
TD Capital Management
Tennessee
$2.13K +$2.1K +28 New
AWM
621
Abound Wealth Management
Tennessee
$2.05K – – –
PWA
622
Provenance Wealth Advisors
Florida
$1.74K – – –
AWM
623
Avior Wealth Management
Nebraska
$1.51K -$1.05K -14 -41%
S
624
Sachetta
Massachusetts
$1.21K – – –
CPG
625
Cornerstone Planning Group
New Jersey
$1.04K +$973 +13 New
23 24
25
26 27

SSNC Hedge Fund Activity: Q4 2024 in Review

648 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q4 2024, worth a combined $15.7B — up 3.2% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of SSNC and 86 opened new positions — a net loss of 5 holders — while 226 trimmed existing stakes and 243 added.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was Citadel Advisors, cutting an estimated $255M.

  • 648 institutional investors held SS&C Technologies (SSNC) as of Q4 2024, down from 662 in Q3 2024.
  • Funds reported $15.7B of SS&C Technologies stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 86 funds opened new SS&C Technologies positions in Q4 2024 and 91 closed out, a net change of -5 holders.
  • The largest SS&C Technologies buyer in Q4 2024 was BlackRock, an estimated $395M added.
  • The largest SS&C Technologies seller in Q4 2024 was Citadel Advisors, an estimated $255M sold.

Based on aggregated 13F filings for Q4 2024.