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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 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:

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

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
717
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
GTAM
626
Global Trust Asset Management
Florida
$8.65K
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$8.45K
OAJ
628
Ogorek Anthony Joseph
New York
$8K
PPC
629
Park Place Capital
Alabama
$7.77K
PWMG
630
Private Wealth Management Group
New Jersey
$7.3K
BW
631
Basepoint Wealth
Iowa
$7.25K
JWM
632
JPL Wealth Management
Colorado
$7.23K
APW
633
Aventura Private Wealth
Florida
$6.76K
DJSG
634
D.J. St. Germain
Massachusetts
$6.69K
PB
635
Pinnacle Bancorp
Nebraska
$6.62K
CA
636
Crewe Advisors
Utah
$6.62K
HWP
637
Highline Wealth Partners
California
$6.49K
KFI
638
Key Financial Inc
Pennsylvania
$6.49K
DI
639
DAGCO Inc
Ohio
$6.28K
BIA
640
Bell Investment Advisors
California
$6.22K
SWM
641
Spire Wealth Management
Virginia
$5.88K
RTL
642
Red Tortoise LLC
Georgia
$5.88K
EWP
643
Elevation Wealth Partners
California
$5.61K
BWM
644
Benson Wealth Management
Tennessee
$5.13K
FMTCOCP
645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
TPWA
646
Twin Peaks Wealth Advisors
California
$4.93K
WAG
647
Wilkerson Advisory Group
Missouri
$4.66K
SEP
648
Signature Equity Partners
Ohio
$4.46K
MG
649
Mather Group
Illinois
$4.32K
DWM
650
Dogwood Wealth Management
Kansas
$4.26K