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SS&C Technologies

713 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, 281 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 (-$4.63B)

Holders
713
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
PWMG
626
Private Wealth Management Group
New Jersey
$7.3K
BW
627
Basepoint Wealth
Iowa
$7.25K
JWM
628
JPL Wealth Management
Colorado
$7.23K
APW
629
Aventura Private Wealth
Florida
$6.76K
DJSG
630
D.J. St. Germain
Massachusetts
$6.69K
PB
631
Pinnacle Bancorp
Nebraska
$6.62K
CA
632
Crewe Advisors
Utah
$6.62K
HWP
633
Highline Wealth Partners
California
$6.49K
KFI
634
Key Financial Inc
Pennsylvania
$6.49K
DI
635
DAGCO Inc
Ohio
$6.28K
BIA
636
Bell Investment Advisors
California
$6.22K
SWM
637
Spire Wealth Management
Virginia
$5.88K
RTL
638
Red Tortoise LLC
Georgia
$5.88K
EWP
639
Elevation Wealth Partners
California
$5.61K
BWM
640
Benson Wealth Management
Tennessee
$5.13K
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TPWA
642
Twin Peaks Wealth Advisors
California
$4.93K
WAG
643
Wilkerson Advisory Group
Missouri
$4.66K
SEP
644
Signature Equity Partners
Ohio
$4.46K
MG
645
Mather Group
Illinois
$4.32K
DWM
646
Dogwood Wealth Management
Kansas
$4.26K
BBHC
647
Brown Brothers Harriman & Co
New York
$4.05K
BGAI
648
Bruce G. Allen Investments
Colorado
$3.99K
CT
649
Colonial Trust
South Carolina
$3.92K
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$3.92K