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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

9% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 258

1.9% less ownership

Funds ownership: 84.92%83.02% (-1.9%)

5% less funds holding

Funds holding: 757717 (-40)

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
717
Holders Change
-40
Holders Change %
-5.28%
% of All Funds
8.83%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
102
Increased
282
Reduced
258
Closed
128
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
626
Global Trust Asset Management
Florida
$8.65K
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$8.45K +$1.08K +14 +13%
OAJ
628
Ogorek Anthony Joseph
New York
$8K +$3.77K +49 +68%
PPC
629
Park Place Capital
Alabama
$7.77K -$692 -9 -7%
PWMG
630
Private Wealth Management Group
New Jersey
$7.3K +$3.08K +40 +59%
BW
631
Basepoint Wealth
Iowa
$7.25K +$77 +1 +0.9%
JWM
632
JPL Wealth Management
Colorado
$7.23K +$8.23K +107 New
APW
633
Aventura Private Wealth
Florida
$6.76K
DJSG
634
D.J. St. Germain
Massachusetts
$6.69K
PB
635
Pinnacle Bancorp
Nebraska
$6.62K -$10.8K -141 -59%
CA
636
Crewe Advisors
Utah
$6.62K +$461 +6 +7%
HWP
637
Highline Wealth Partners
California
$6.49K -$10.5K -137 -59%
KFI
638
Key Financial Inc
Pennsylvania
$6.49K
DI
639
DAGCO Inc
Ohio
$6.28K
BIA
640
Bell Investment Advisors
California
$6.22K -$1.54K -20 -18%
SWM
641
Spire Wealth Management
Virginia
$5.88K -$60.1K -782 -90%
RTL
642
Red Tortoise LLC
Georgia
$5.88K
EWP
643
Elevation Wealth Partners
California
$5.61K +$6.38K +83 New
BWM
644
Benson Wealth Management
Tennessee
$5.13K
FMTCOCP
645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TPWA
646
Twin Peaks Wealth Advisors
California
$4.93K +$5.61K +73 New
WAG
647
Wilkerson Advisory Group
Missouri
$4.66K +$1.84K +24 +53%
SEP
648
Signature Equity Partners
Ohio
$4.46K +$615 +8 +14%
MG
649
Mather Group
Illinois
$4.32K +$4.92K +64 New
DWM
650
Dogwood Wealth Management
Kansas
$4.26K +$4.3K +56 +800%