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SS&C Technologies

716 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 239 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.94% less ownership

Funds ownership: 83.64%82.69% (-0.94%)

6% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 255

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.3M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$94.2M
2 +$93.4M
3 +$89.3M
4
Goldman Sachs
Goldman Sachs
New York
+$63.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.5M

Top Sellers

1 -$93.5M
2 -$83.4M
3 -$79.8M
4
Citigroup
Citigroup
New York
-$40.6M
5
UBS AM
UBS AM
Illinois
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
Hemington Wealth Management
Virginia
$32K
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$31.1K
WT
603
Whittier Trust
California
$30.2K
CT
604
Caldwell Trust
Florida
$28.8K
UB
605
UMB Bank
Missouri
$28.6K
DSC
606
Duncker Streett & Co
Missouri
$27.2K
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.6K
AP
608
Atwood & Palmer
Missouri
$26.5K
PB
609
Pinnacle Bancorp
Nebraska
$24.7K
NS
610
NBC Securities
Alabama
$24.3K
HWP
611
Highline Wealth Partners
California
$24.2K
VNA
612
Valley National Advisers
Pennsylvania
$24K
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$21.9K
RF
614
Rossby Financial
Florida
$21.4K
FFA
615
Frazier Financial Advisors
Ohio
$21.2K
HIM
616
Hillsdale Investment Management
Ontario, Canada
$20.4K
TCM
617
TruNorth Capital Management
Michigan
$19.5K
CAL
618
Capital Advisors Ltd
Ohio
$19K
PWAM
619
Private Wealth Asset Management
Iowa
$19K
DMBA
620
Deseret Mutual Benefit Administrators
Utah
$18.9K
JWA
621
JFS Wealth Advisors
Pennsylvania
$18.6K
FA
622
Financial Avengers
California
$17.8K
CIA
623
Cape Investment Advisory
Georgia
$17.8K
MWPCG
624
Measured Wealth Private Client Group
New Hampshire
$17.8K
HI
625
Harbour Investments
Wisconsin
$17.5K