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SS&C Technologies

682 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: 709682 (-27)

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
682
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
NA
626
NewEdge Advisors
Louisiana
$4.47K
AF
627
Advisornet Financial
Minnesota
$4.47K
LFA
628
LGT Financial Advisors
Texas
$4.33K
RS
629
Rakuten Securities
Japan
$4.31K
CWP
630
Concord Wealth Partners
Virginia
$4.14K
AUB
631
Atlantic Union Bankshares
Virginia
$4.14K
CMP
632
Coston McIsaac & Partners
Maine
$4K
WCM
633
Winthrop Capital Management
Indiana
$4K
BWL
634
Bogart Wealth LLC
Virginia
$3.97K
MAM
635
Meeder Asset Management
Ohio
$3.56K
BCWM
636
Bartlett & Co Wealth Management
Ohio
$3.56K
DPW
637
DiNuzzo Private Wealth
Pennsylvania
$3.23K
CIAS
638
CBIZ Investment Advisory Services
Ohio
$3.15K
SS
639
SBI Securities
Japan
$2.98K
SC
640
SouthState Corp
Florida
$2.9K
HPC
641
HM Payson & Co
Maine
$2.4K
CH
642
Cromwell Holdings
Wyoming
$2.4K
TCM
643
TD Capital Management
Tennessee
$2.34K
AWM
644
Abound Wealth Management
Tennessee
$2.24K
RA
645
Ransom Advisory
Rhode Island
$2.07K
CPG
646
Cornerstone Planning Group
New Jersey
$1.89K
HFS
647
Hughes Financial Services
Virginia
$1.81K
SIC
648
SJS Investment Consulting
Ohio
$1.66K
S
649
Sachetta
Massachusetts
$1.32K
GWM
650
Gitterman Wealth Management
New Jersey
$1.25K