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SS&C Technologies

684 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, 273 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: 709684 (-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
684
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
GWM
651
Gitterman Wealth Management
New Jersey
$1.25K
MCM
652
Manchester Capital Management
Vermont
$1.24K
HIA
653
HFM Investment Advisors
New Jersey
$1.08K
AW
654
Avion Wealth
Texas
$1K
PMAM
655
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
656
Stephens Consulting
Michigan
$994
BHWM
657
Bay Harbor Wealth Management
Maryland
$993
MCM
658
MV Capital Management
Maryland
$828
PWM
659
Parkworth Wealth Management
California
$828
KB
660
Kimelman & Baird
New York
$746
CA
661
CoreCap Advisors
Michigan
$745
QWM
662
Quaker Wealth Management
New Jersey
$663
TPWA
663
Twin Peaks Wealth Advisors
California
$585
CA
664
Crewe Advisors
Utah
$580
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$580
T
666
Transce3nd
Texas
$580
GC
667
GFG Capital
Florida
$580
LIS
668
Legacy Investment Solutions
Idaho
$580
Q1WB
669
Quest 10 Wealth Builders
Virginia
$455
WCM
670
WealthTrak Capital Management
Virginia
$414
PWA
671
Principia Wealth Advisory
Texas
$414
RJA
672
Ross\Johnson & Associates
Minnesota
$331
PWA
673
Physician Wealth Advisors
Utah
$167
VFM
674
Vision Financial Markets
Connecticut
$167
ACA
675
American Capital Advisory
Idaho
$166