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SS&C Technologies

744 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 270 increasing their positions, 253 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$72.6M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.6M
Puts
$11.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
651
Bell Investment Advisors
California
$9.79K
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$9.7K
BW
653
Basepoint Wealth
Iowa
$9.34K
IWM
654
IMG Wealth Management
Florida
$9.09K
FPF
655
First Pacific Financial
Washington
$9.09K
UFPG
656
United Financial Planning Group
New York
$8.92K
Group One Trading
657
Group One Trading
Illinois
$8.74K
APW
658
Aventura Private Wealth
Florida
$8.74K
DJSG
659
D.J. St. Germain
Massachusetts
$8.65K
KFI
660
Key Financial Inc
Pennsylvania
$8.39K
DI
661
DAGCO Inc
Ohio
$8.13K
CA
662
Crewe Advisors
Utah
$8.04K
RTL
663
Red Tortoise LLC
Georgia
$7.61K
FMTCOCP
664
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
AA
665
Ancora Advisors
Ohio
$6.91K
BWM
666
Benson Wealth Management
Tennessee
$6.64K
KAS
667
Kemnay Advisory Services
New York
$6.29K
OAJ
668
Ogorek Anthony Joseph
New York
$6K
PWMG
669
Private Wealth Management Group
New Jersey
$5.95K
BFS
670
Bare Financial Services
Pennsylvania
$5.51K
EW
671
Elyxium Wealth
California
$5.25K
BGAI
672
Bruce G. Allen Investments
Colorado
$5.16K
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$5.07K
SEP
674
Signature Equity Partners
Ohio
$5.07K
BWL
675
Bogart Wealth LLC
Virginia
$4.72K