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SS&C Technologies

689 hedge funds and large institutions have $17.1B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 248 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 714689 (-25)

18% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 83

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
601
Putney Financial Group
California
$13.7K
TSMHT
602
Thurston Springer Miller Herd & Titak
Indiana
$13.4K
TF
603
Tompkins Financial
New York
$12.8K
Fifth Third Bancorp
604
Fifth Third Bancorp
Ohio
$12.6K
HCM
605
Hollencrest Capital Management
California
$12K
WBC
606
West Branch Capital
Massachusetts
$11.8K
CFO
607
CVA Family Office
Colorado
$11.3K
TWC
608
TD Waterhouse Canada
Ontario, Canada
$11.2K
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$10.8K
GTAM
610
Global Trust Asset Management
Florida
$10.6K
MSWA
611
Marshall & Sterling Wealth Advisors
New York
$9.44K
FFO
612
Fortitude Family Office
Arizona
$9.36K
RF
613
Rossby Financial
Florida
$8.86K
IWM
614
IMG Wealth Management
Florida
$8.61K
WA
615
WPG Advisers
Maryland
$8.45K
KFI
616
Key Financial Inc
Pennsylvania
$8.36K
APW
617
Aventura Private Wealth
Florida
$8.28K
DJSG
618
D.J. St. Germain
Massachusetts
$8.2K
DI
619
DAGCO Inc
Ohio
$7.7K
AAS
620
Ameritas Advisory Services
Nebraska
$7.45K
RTL
621
Red Tortoise LLC
Georgia
$7.2K
BIA
622
Bell Investment Advisors
California
$7.04K
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
PWMG
624
Private Wealth Management Group
New Jersey
$5.63K
FPF
625
First Pacific Financial
Washington
$5.63K