We are live on ! Find out more
SSNC icon

SS&C Technologies

693 hedge funds and large institutions have $17.1B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $11M

12% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 248

0.4% less ownership

Funds ownership: 84.06%83.67% (-0.4%)

1% less capital invested

Capital invested by funds: $17.3B → $17.1B (-$181M)

3% less funds holding

Funds holding: 718693 (-25)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
693
Holders Change
-25
Holders Change %
-3.48%
% of All Funds
9.12%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.2%
New
69
Increased
278
Reduced
248
Closed
84
Calls
$60.4M
Puts
$11M
Net Calls
+$49.4M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
651
Cromwell Holdings
Wyoming
$2.4K +$1.34K +17 +142%
TCM
652
TD Capital Management
Tennessee
$2.34K
AWM
653
Abound Wealth Management
Tennessee
$2.24K
RA
654
Ransom Advisory
Rhode Island
$2.07K
CPG
655
Cornerstone Planning Group
New Jersey
$1.89K +$393 +5 +29%
HFS
656
Hughes Financial Services
Virginia
$1.81K +$1.65K +21 New
SIC
657
SJS Investment Consulting
Ohio
$1.66K -$1.1K -14 -41%
S
658
Sachetta
Massachusetts
$1.32K
GWM
659
Gitterman Wealth Management
New Jersey
$1.25K +$1.18K +15 New
MCM
660
Manchester Capital Management
Vermont
$1.24K
LSA
661
Leonteq Securities AG
Switzerland
$1.16K +$1.1K +14 New
HIA
662
HFM Investment Advisors
New Jersey
$1.08K +$629 +8 +160%
AW
663
Avion Wealth
Texas
$1K -$236 -3 -12%
PMAM
664
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
665
Stephens Consulting
Michigan
$994 +$943 +12 New
BHWM
666
Bay Harbor Wealth Management
Maryland
$993 +$393 +5 +71%
MCM
667
MV Capital Management
Maryland
$828
PWM
668
Parkworth Wealth Management
California
$828 +$236 +3 +43%
KB
669
Kimelman & Baird
New York
$746
CA
670
CoreCap Advisors
Michigan
$745 -$5.82K -74 -89%
QWM
671
Quaker Wealth Management
New Jersey
$663 +$629 +8 New
TPWA
672
Twin Peaks Wealth Advisors
California
$585 +$550 +7 New
CA
673
Crewe Advisors
Utah
$580 -$2.52K -32 -82%
LWMI
674
Legacy Wealth Management (Idaho)
Idaho
$580
T
675
Transce3nd
Texas
$580

SSNC Hedge Fund Activity: Q2 2025 in Review

693 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q2 2025, worth a combined $17.1B — down 1.1% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of SSNC and 69 opened new positions — a net loss of 15 holders — while 248 trimmed existing stakes and 278 added.

The largest buyer was Swedbank, adding an estimated $113M. The largest seller was Diamond Hill Capital Management, cutting an estimated $114M.

  • 693 institutional investors held SS&C Technologies (SSNC) as of Q2 2025, down from 718 in Q1 2025.
  • Funds reported $17.1B of SS&C Technologies stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 69 funds opened new SS&C Technologies positions in Q2 2025 and 84 closed out, a net change of -15 holders.
  • The largest SS&C Technologies buyer in Q2 2025 was Swedbank, an estimated $113M added.
  • The largest SS&C Technologies seller in Q2 2025 was Diamond Hill Capital Management, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.