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SS&C Technologies

685 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 274 increasing their positions, 247 reducing their positions, and 83 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:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 710685 (-25)

18% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 83

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
685
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
651
Sachetta
Massachusetts
$1.32K
GWM
652
Gitterman Wealth Management
New Jersey
$1.25K
MCM
653
Manchester Capital Management
Vermont
$1.24K
HIA
654
HFM Investment Advisors
New Jersey
$1.08K
AW
655
Avion Wealth
Texas
$1K
PMAM
656
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
657
Stephens Consulting
Michigan
$994
BHWM
658
Bay Harbor Wealth Management
Maryland
$993
MCM
659
MV Capital Management
Maryland
$828
PWM
660
Parkworth Wealth Management
California
$828
KB
661
Kimelman & Baird
New York
$746
CA
662
CoreCap Advisors
Michigan
$745
QWM
663
Quaker Wealth Management
New Jersey
$663
TPWA
664
Twin Peaks Wealth Advisors
California
$585
CA
665
Crewe Advisors
Utah
$580
LWMI
666
Legacy Wealth Management (Idaho)
Idaho
$580
T
667
Transce3nd
Texas
$580
GC
668
GFG Capital
Florida
$580
LIS
669
Legacy Investment Solutions
Idaho
$580
Q1WB
670
Quest 10 Wealth Builders
Virginia
$455
WCM
671
WealthTrak Capital Management
Virginia
$414
PWA
672
Principia Wealth Advisory
Texas
$414
RJA
673
Ross\Johnson & Associates
Minnesota
$331
PWA
674
Physician Wealth Advisors
Utah
$167
VFM
675
Vision Financial Markets
Connecticut
$167