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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

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

9% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 258

1.9% less ownership

Funds ownership: 84.92%83.02% (-1.9%)

5% less funds holding

Funds holding: 757717 (-40)

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
-40
Holders Change %
-5.28%
% of All Funds
8.83%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
102
Increased
282
Reduced
258
Closed
128
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$4.05K -$5.07K -66 -52%
BGAI
652
Bruce G. Allen Investments
Colorado
$3.99K
CT
653
Colonial Trust
South Carolina
$3.92K -$8.3K -108 -65%
Kayne Anderson Rudnick Investment Management
654
Kayne Anderson Rudnick Investment Management
California
$3.92K
SIC
655
SJS Investment Consulting
Ohio
$3.85K +$1.15K +15 +36%
S
656
Sachetta
Massachusetts
$3.85K +$3.15K +41 +256%
BWL
657
Bogart Wealth LLC
Virginia
$3.85K +$231 +3 +6%
KFAS
658
Keating Financial Advisory Services
Kansas
$3.45K -$7.15K -93 -65%
PUI
659
Purpose Unlimited Inc
$3.31K -$8.07K -105 -68%
CMP
660
Coston McIsaac & Partners
Maine
$3K
BCWM
661
Bartlett & Co Wealth Management
Ohio
$2.98K
CPG
662
Cornerstone Planning Group
New Jersey
$2.84K +$154 +2 +5%
UB
663
UMB Bank
Missouri
$2.84K -$25.1K -326 -89%
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$2.77K +$77 +1 +3%
SC
665
SouthState Corp
Florida
$2.77K +$1.08K +14 +52%
IWS
666
Intentional Wealth Strategies
Colorado
$2.77K +$3.15K +41 New
CH
667
Cromwell Holdings
Wyoming
$2.7K +$846 +11 +38%
AFG
668
Albion Financial Group
Utah
$2.7K +$3.08K +40 New
PWA
669
Physician Wealth Advisors
Utah
$2.64K +$2.84K +37 +1,850%
NS
670
NBC Securities
Alabama
$2.43K
UFPG
671
United Financial Planning Group
New York
$2.3K -$5.23K -68 -67%
AF
672
Advisornet Financial
Minnesota
$2.3K -$1.54K -20 -37%
KG
673
Kilter Group
New York
$2.16K +$615 +8 +33%
MAM
674
Marquette Asset Management
Minnesota
$2.16K +$2.46K +32 New
IAIM
675
International Assets Investment Management
Florida
$2.1K -$615 -8 -21%