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SS&C Technologies
SSNC

Overview Fund Activity

680 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, 274 increasing their positions, 246 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-28
Holders Change %
-3.95%
% of All Funds
9.11%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
68
Increased
274
Reduced
246
Closed
83
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$119M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$92.5M
3
BlackRock
BlackRock
New York
+$84.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.5M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$69.1M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$120M
2
GF
Greenhouse Funds
Maryland
-$77.9M
3
Boston Partners
Boston Partners
Massachusetts
-$53.7M
4
PAM
Panagora Asset Management
Massachusetts
-$46.7M
5
OP
Oldfield Partners
United Kingdom
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
626
Advisornet Financial
Minnesota
$4.47K -$166 -2 -4%
LFA
627
LGT Financial Advisors
Texas
$4.33K – – –
RS
628
Rakuten Securities
Japan
$4.31K +$4.14K +50 +2,500%
CWP
629
Concord Wealth Partners
Virginia
$4.14K – – –
AUB
630
Atlantic Union Bankshares
Virginia
$4.14K +$4.14K +50 New
WCM
631
Winthrop Capital Management
Indiana
$4K – – –
CMP
632
Coston McIsaac & Partners
Maine
$4K – – –
BWL
633
Bogart Wealth LLC
Virginia
$3.97K – – –
MAM
634
Meeder Asset Management
Ohio
$3.56K -$5.13K -62 -59%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$3.56K – – –
DPW
636
DiNuzzo Private Wealth
Pennsylvania
$3.23K -$83 -1 -3%
CIAS
637
CBIZ Investment Advisory Services
Ohio
$3.15K -$3.06K -37 -49%
SS
638
SBI Securities
Japan
$2.98K – – –
SC
639
SouthState Corp
Florida
$2.9K -$414 -5 -13%
CH
640
Cromwell Holdings
Wyoming
$2.4K +$1.41K +17 +142%
TCM
641
TD Capital Management
Tennessee
$2.34K – – –
AWM
642
Abound Wealth Management
Tennessee
$2.24K – – –
RA
643
Ransom Advisory
Rhode Island
$2.07K – – –
CPG
644
Cornerstone Planning Group
New Jersey
$1.89K +$430 +5 +29%
HFS
645
Hughes Financial Services
Virginia
$1.81K +$1.81K +21 New
SIC
646
SJS Investment Consulting
Ohio
$1.66K -$1.16K -14 -41%
S
647
Sachetta
Massachusetts
$1.33K – – –
GWM
648
Gitterman Wealth Management
New Jersey
$1.25K +$1.25K +15 New
MCM
649
Manchester Capital Management
Vermont
$1.24K – – –
HIA
650
HFM Investment Advisors
New Jersey
$1.08K +$662 +8 +160%
24 25
26
27 28