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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
601
JNBA Financial Advisors
Minnesota
$59.2K
SFCL
602
Strengthening Families & Communities LLC
Massachusetts
$59K
FP
603
Financial Perspectives
Minnesota
$58.6K
RFP
604
Root Financial Partners
California
$48.3K +$7.16K +84 +18%
QC
605
Quent Capital
New York
$47.9K +$8.78K +103 +23%
CPBTD
606
Central Pacific Bank - Trust Division
Hawaii
$47.6K -$6.48K -76 -12%
1M
607
1248 Management
Missouri
$47.5K
BAM
608
Bellevue Asset Management
Washington
$47.1K +$171 +2 +0.4%
CIA
609
Cape Investment Advisory
Georgia
$46.6K +$28.4K +333 +167%
GKIM
610
GW&K Investment Management
Massachusetts
$46K
HNB
611
Huntington National Bank
Ohio
$45.8K +$9.63K +113 +27%
CTC
612
Central Trust Company
Missouri
$44.6K +$7.16K +84 +20%
PTC
613
Private Trust Company
Ohio
$43.9K +$11.3K +133 +36%
EPIM
614
Evelyn Partners Investment Management
$43.7K
TFIPS
615
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.7K +$17.1K +200 +67%
LGWM
616
Litman Gregory Wealth Management
California
$43.7K +$42.6K +500 New
Fifth Third Bancorp
617
Fifth Third Bancorp
Ohio
$42K +$28.1K +329 +216%
OCM
618
Osterweis Capital Management
California
$41.8K
VSQM
619
V-Square Quantitative Management
Illinois
$37.2K +$36.2K +425 New
TWD
620
True Wealth Design
Ohio
$36.5K +$2.56K +30 +8%
UB
621
UMB Bank
Missouri
$32.2K +$3.92K +46 +14%
NEWAS
622
N.E.W. Advisory Services
Wisconsin
$30.6K
WT
623
Whittier Trust
California
$30.5K
EI
624
EFG International
$28.7K +$28K +328 New
CT
625
Caldwell Trust
Florida
$28.3K