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SS&C Technologies
SSNC

Overview Fund Activity

680 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 246 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-28
Holders Change %
-3.95%
% of All Funds
9.11%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
68
Increased
274
Reduced
246
Closed
83
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$119M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$92.5M
3
BlackRock
BlackRock
New York
+$84.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.5M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$69.1M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$120M
2
GF
Greenhouse Funds
Maryland
-$77.9M
3
Boston Partners
Boston Partners
Massachusetts
-$53.7M
4
PAM
Panagora Asset Management
Massachusetts
-$46.7M
5
OP
Oldfield Partners
United Kingdom
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
601
CVA Family Office
Colorado
$11.3K -$4.55K -55 -29%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$11.2K +$8.33K +100 +286%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$2.24K +27 +26%
GTAM
604
Global Trust Asset Management
Florida
$10.6K – – –
MSWA
605
Marshall & Sterling Wealth Advisors
New York
$9.44K – – –
FFO
606
Fortitude Family Office
Arizona
$9.36K +$4.47K +54 +92%
RF
607
Rossby Financial
Florida
$8.86K +$8.86K +107 New
IWM
608
IMG Wealth Management
Florida
$8.61K +$8.61K +104 New
WA
609
WPG Advisers
Maryland
$8.45K +$2.07K +25 +32%
KFI
610
Key Financial Inc
Pennsylvania
$8.36K – – –
DJSG
611
D.J. St. Germain
Massachusetts
$8.2K – – –
DI
612
DAGCO Inc
Ohio
$7.7K – – –
AAS
613
Ameritas Advisory Services
Nebraska
$7.45K +$7.45K +90 New
RTL
614
Red Tortoise LLC
Georgia
$7.2K – – –
BIA
615
Bell Investment Advisors
California
$7.04K – – –
FMTCOCP
616
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
PWMG
617
Private Wealth Management Group
New Jersey
$5.63K – – –
FPF
618
First Pacific Financial
Washington
$5.63K +$662 +8 +13%
PPC
619
Park Place Capital
Alabama
$5.58K +$2.17K +26 +63%
BFS
620
Bare Financial Services
Pennsylvania
$5.22K +$3.4K +41 +186%
BCMLT
621
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.19K +$82 +1 +2%
BGAI
622
Bruce G. Allen Investments
Colorado
$4.89K -$166 -2 -3%
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$4.8K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$4.8K +$331 +4 +7%
NA
625
NewEdge Advisors
Louisiana
$4.47K -$210K -2,537 -98%
23 24
25
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