SSNC icon

SS&C Technologies
SSNC

Overview Fund Activity

680 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, 246 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-28
Holders Change %
-3.95%
% of All Funds
9.11%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
68
Increased
274
Reduced
246
Closed
83
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$119M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$92.5M
3
BlackRock
BlackRock
New York
+$84.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$74.5M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$69.1M

Top Sellers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$120M
2
GF
Greenhouse Funds
Maryland
-$77.9M
3
Boston Partners
Boston Partners
Massachusetts
-$53.7M
4
PAM
Panagora Asset Management
Massachusetts
-$46.7M
5
OP
Oldfield Partners
United Kingdom
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
651
Avion Wealth
Texas
$1K -$130 -3 -12%
PMAM
652
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SC
653
Stephens Consulting
Michigan
$994 +$994 +12 New
BHWM
654
Bay Harbor Wealth Management
Maryland
$993 +$414 +5 +71%
MCM
655
MV Capital Management
Maryland
$828 – – –
PWM
656
Parkworth Wealth Management
California
$828 +$248 +3 +43%
KB
657
Kimelman & Baird
New York
$746 – – –
CA
658
CoreCap Advisors
Michigan
$745 -$6.13K -74 -89%
QWM
659
Quaker Wealth Management
New Jersey
$663 +$663 +8 New
TPWA
660
Twin Peaks Wealth Advisors
California
$585 +$585 +7 New
CA
661
Crewe Advisors
Utah
$580 -$2.65K -32 -82%
LWMI
662
Legacy Wealth Management (Idaho)
Idaho
$580 – – –
T
663
Transce3nd
Texas
$580 – – –
GC
664
GFG Capital
Florida
$580 +$580 +7 New
LIS
665
Legacy Investment Solutions
Idaho
$580 +$580 +7 New
WCM
666
WealthTrak Capital Management
Virginia
$414 -$828 -10 -67%
PWA
667
Principia Wealth Advisory
Texas
$414 -$83 -1 -17%
RJA
668
Ross\Johnson & Associates
Minnesota
$331 – – –
PWA
669
Physician Wealth Advisors
Utah
$167 – – –
VFM
670
Vision Financial Markets
Connecticut
$167 +$56 +1 +50%
ACA
671
American Capital Advisory
Idaho
$166 -$83 -1 -33%
DFA
672
DHJJ Financial Advisors
Illinois
$166 – – –
HNW
673
High Note Wealth
Minnesota
$166 – – –
BA
674
Bellwether Advisors
Nebraska
$166 +$166 +2 New
TIM
675
Total Investment Management
Arizona
$143 +$143 +2 New
25 26
27
28 29