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SS&C Technologies

682 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, 273 increasing their positions, 247 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: 709682 (-27)

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
682
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
WBC
601
West Branch Capital
Massachusetts
$11.8K
CFO
602
CVA Family Office
Colorado
$11.3K
TWC
603
TD Waterhouse Canada
Ontario, Canada
$11.2K
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$10.8K
GTAM
605
Global Trust Asset Management
Florida
$10.6K
MSWA
606
Marshall & Sterling Wealth Advisors
New York
$9.44K
FFO
607
Fortitude Family Office
Arizona
$9.36K
RF
608
Rossby Financial
Florida
$8.86K
IWM
609
IMG Wealth Management
Florida
$8.61K
WA
610
WPG Advisers
Maryland
$8.45K
KFI
611
Key Financial Inc
Pennsylvania
$8.36K
DJSG
612
D.J. St. Germain
Massachusetts
$8.2K
DI
613
DAGCO Inc
Ohio
$7.7K
AAS
614
Ameritas Advisory Services
Nebraska
$7.45K
RTL
615
Red Tortoise LLC
Georgia
$7.2K
BIA
616
Bell Investment Advisors
California
$7.04K
FMTCOCP
617
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
PWMG
618
Private Wealth Management Group
New Jersey
$5.63K
FPF
619
First Pacific Financial
Washington
$5.63K
PPC
620
Park Place Capital
Alabama
$5.58K
BFS
621
Bare Financial Services
Pennsylvania
$5.22K
BCMLT
622
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.18K
BGAI
623
Bruce G. Allen Investments
Colorado
$4.88K
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
$4.8K
BBHC
625
Brown Brothers Harriman & Co
New York
$4.8K