SSNC icon

SS&C Technologies

712 hedge funds and large institutions have $13.5B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 129 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

26% less capital invested

Capital invested by funds: $18.1B → $13.5B (-$4.64B)

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3M
Puts
$27.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WPG Advisers
Maryland
$15.7K
CFSG
602
Community Financial Services Group
Vermont
$14.7K
PWAM
603
Private Wealth Asset Management
Iowa
$14.5K
CAL
604
Capital Advisors Ltd
Ohio
$14K
AP
605
Atwood & Palmer
Missouri
$14K
VNIM
606
Vaughan Nelson Investment Management
Texas
$13.9K
HI
607
Harbour Investments
Wisconsin
$13.8K
SL
608
Salomon & Ludwin
Virginia
$13.4K
FHC
609
First Horizon Corporation
Tennessee
$13K
WPA
610
Wealth Preservation Advisors
Tennessee
$13K
TM
611
Torren Management
California
$12.7K
FFA
612
Frazier Financial Advisors
Ohio
$12.2K
TSMHT
613
Thurston Springer Miller Herd & Titak
Indiana
$10.9K
TF
614
Tompkins Financial
New York
$10.5K
FCAS
615
First Command Advisory Services
Texas
$9.93K
FFO
616
Fortitude Family Office
Arizona
$9.8K
FPF
617
First Pacific Financial
Washington
$9.73K
WBC
618
West Branch Capital
Massachusetts
$9.6K
MAM
619
Meeder Asset Management
Ohio
$9.26K
TWC
620
TD Waterhouse Canada
Ontario, Canada
$9.12K
GTAM
621
Global Trust Asset Management
Florida
$8.65K
PWPS
622
Pinnacle Wealth Planning Services
Ohio
$8.45K
OAJ
623
Ogorek Anthony Joseph
New York
$8K
PPC
624
Park Place Capital
Alabama
$7.77K
PWMG
625
Private Wealth Management Group
New Jersey
$7.3K