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SS&C Technologies

712 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, 280 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 (-$4.64B)

Holders
712
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
BW
626
Basepoint Wealth
Iowa
$7.25K
JWM
627
JPL Wealth Management
Colorado
$7.23K
APW
628
Aventura Private Wealth
Florida
$6.76K
DJSG
629
D.J. St. Germain
Massachusetts
$6.69K
PB
630
Pinnacle Bancorp
Nebraska
$6.62K
CA
631
Crewe Advisors
Utah
$6.62K
HWP
632
Highline Wealth Partners
California
$6.49K
KFI
633
Key Financial Inc
Pennsylvania
$6.49K
DI
634
DAGCO Inc
Ohio
$6.28K
BIA
635
Bell Investment Advisors
California
$6.22K
SWM
636
Spire Wealth Management
Virginia
$5.88K
RTL
637
Red Tortoise LLC
Georgia
$5.88K
EWP
638
Elevation Wealth Partners
California
$5.61K
BWM
639
Benson Wealth Management
Tennessee
$5.13K
FMTCOCP
640
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TPWA
641
Twin Peaks Wealth Advisors
California
$4.93K
WAG
642
Wilkerson Advisory Group
Missouri
$4.66K
SEP
643
Signature Equity Partners
Ohio
$4.46K
MG
644
Mather Group
Illinois
$4.32K
DWM
645
Dogwood Wealth Management
Kansas
$4.26K
BBHC
646
Brown Brothers Harriman & Co
New York
$4.05K
BGAI
647
Bruce G. Allen Investments
Colorado
$3.99K
CT
648
Colonial Trust
South Carolina
$3.92K
Kayne Anderson Rudnick Investment Management
649
Kayne Anderson Rudnick Investment Management
California
$3.92K
SIC
650
SJS Investment Consulting
Ohio
$3.85K