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SS&C Technologies

719 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 129 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

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 258

1.87% less ownership

Funds ownership: 84.92%83.05% (-1.9%)

5% less funds holding

Funds holding: 758719 (-39)

20% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 129

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
719
Holders Change
-39
Holders Change %
-5.15%
% of All Funds
8.8%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
103
Increased
283
Reduced
258
Closed
129
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
626
Basecamp Wealth Advisors
Washington
$8.72K -$6.92K -90 -41%
GTAM
627
Global Trust Asset Management
Florida
$8.65K
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$8.45K +$1.08K +14 +13%
OAJ
629
Ogorek Anthony Joseph
New York
$8K +$3.77K +49 +68%
PPC
630
Park Place Capital
Alabama
$7.77K -$692 -9 -7%
PWMG
631
Private Wealth Management Group
New Jersey
$7.3K +$3.08K +40 +59%
BW
632
Basepoint Wealth
Iowa
$7.25K +$77 +1 +0.9%
JWM
633
JPL Wealth Management
Colorado
$7.23K +$8.23K +107 New
APW
634
Aventura Private Wealth
Florida
$6.76K
DJSG
635
D.J. St. Germain
Massachusetts
$6.69K
PB
636
Pinnacle Bancorp
Nebraska
$6.62K -$10.8K -141 -59%
CA
637
Crewe Advisors
Utah
$6.62K +$461 +6 +7%
HWP
638
Highline Wealth Partners
California
$6.49K -$10.5K -137 -59%
KFI
639
Key Financial Inc
Pennsylvania
$6.49K
DI
640
DAGCO Inc
Ohio
$6.28K
BIA
641
Bell Investment Advisors
California
$6.22K -$1.54K -20 -18%
SWM
642
Spire Wealth Management
Virginia
$5.88K -$60.1K -782 -90%
RTL
643
Red Tortoise LLC
Georgia
$5.88K
EWP
644
Elevation Wealth Partners
California
$5.61K +$6.38K +83 New
BWM
645
Benson Wealth Management
Tennessee
$5.13K
FMTCOCP
646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TPWA
647
Twin Peaks Wealth Advisors
California
$4.93K +$5.61K +73 New
WAG
648
Wilkerson Advisory Group
Missouri
$4.66K +$1.84K +24 +53%
SEP
649
Signature Equity Partners
Ohio
$4.46K +$615 +8 +14%
MG
650
Mather Group
Illinois
$4.32K +$4.92K +64 New

SSNC Hedge Fund Activity: Q1 2026 in Review

719 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2026, worth a combined $13.6B — down 25% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of SSNC and 103 opened new positions — a net loss of 26 holders — while 258 trimmed existing stakes and 283 added.

The largest buyer was Citadel Advisors, adding an estimated $371M. The largest seller was BlackRock, cutting an estimated $596M.

  • 719 institutional investors held SS&C Technologies (SSNC) as of Q1 2026, down from 758 in Q4 2025.
  • Funds reported $13.6B of SS&C Technologies stock for Q1 2026, down 25% quarter-over-quarter.
  • 103 funds opened new SS&C Technologies positions in Q1 2026 and 129 closed out, a net change of -26 holders.
  • The largest SS&C Technologies buyer in Q1 2026 was Citadel Advisors, an estimated $371M added.
  • The largest SS&C Technologies seller in Q1 2026 was BlackRock, an estimated $596M sold.

Based on aggregated 13F filings for Q1 2026.