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SS&C Technologies

713 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, 281 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 (-$4.63B)

Holders
713
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
SIC
651
SJS Investment Consulting
Ohio
$3.85K
S
652
Sachetta
Massachusetts
$3.85K
BWL
653
Bogart Wealth LLC
Virginia
$3.85K
KFAS
654
Keating Financial Advisory Services
Kansas
$3.45K
PUI
655
Purpose Unlimited Inc
$3.31K
CMP
656
Coston McIsaac & Partners
Maine
$3K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$2.98K
CPG
658
Cornerstone Planning Group
New Jersey
$2.84K
UB
659
UMB Bank
Missouri
$2.84K
DPW
660
DiNuzzo Private Wealth
Pennsylvania
$2.77K
SC
661
SouthState Corp
Florida
$2.77K
IWS
662
Intentional Wealth Strategies
Colorado
$2.77K
CH
663
Cromwell Holdings
Wyoming
$2.7K
AFG
664
Albion Financial Group
Utah
$2.7K
PWA
665
Physician Wealth Advisors
Utah
$2.64K
NS
666
NBC Securities
Alabama
$2.43K
UFPG
667
United Financial Planning Group
New York
$2.3K
AF
668
Advisornet Financial
Minnesota
$2.3K
KG
669
Kilter Group
New York
$2.16K
MAM
670
Marquette Asset Management
Minnesota
$2.16K
IAIM
671
International Assets Investment Management
Florida
$2.1K
SFS
672
Sunrise Financial Services
Washington
$2.1K
MCM
673
MV Capital Management
Maryland
$2.03K
AW
674
Avion Wealth
Texas
$2K
HPC
675
HM Payson & Co
Maine
$1.96K