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SS&C Technologies

684 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 247 reducing their positions, and 83 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:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 709684 (-25)

18% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 83

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
626
Brown Brothers Harriman & Co
New York
$4.8K
NA
627
NewEdge Advisors
Louisiana
$4.47K
AF
628
Advisornet Financial
Minnesota
$4.47K
LFA
629
LGT Financial Advisors
Texas
$4.33K
RS
630
Rakuten Securities
Japan
$4.31K
CWP
631
Concord Wealth Partners
Virginia
$4.14K
AUB
632
Atlantic Union Bankshares
Virginia
$4.14K
WCM
633
Winthrop Capital Management
Indiana
$4K
CMP
634
Coston McIsaac & Partners
Maine
$4K
BWL
635
Bogart Wealth LLC
Virginia
$3.97K
MAM
636
Meeder Asset Management
Ohio
$3.56K
BCWM
637
Bartlett & Co Wealth Management
Ohio
$3.56K
DPW
638
DiNuzzo Private Wealth
Pennsylvania
$3.23K
CIAS
639
CBIZ Investment Advisory Services
Ohio
$3.15K
SS
640
SBI Securities
Japan
$2.98K
SC
641
SouthState Corp
Florida
$2.9K
HPC
642
HM Payson & Co
Maine
$2.4K
CH
643
Cromwell Holdings
Wyoming
$2.4K
TCM
644
TD Capital Management
Tennessee
$2.34K
AWM
645
Abound Wealth Management
Tennessee
$2.24K
RA
646
Ransom Advisory
Rhode Island
$2.07K
CPG
647
Cornerstone Planning Group
New Jersey
$1.89K
HFS
648
Hughes Financial Services
Virginia
$1.81K
SIC
649
SJS Investment Consulting
Ohio
$1.66K
S
650
Sachetta
Massachusetts
$1.32K