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SS&C Technologies

689 hedge funds and large institutions have $17.1B invested in SS&C Technologies in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 276 increasing their positions, 248 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: 714689 (-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
689
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
RA
651
Ransom Advisory
Rhode Island
$2.07K
CPG
652
Cornerstone Planning Group
New Jersey
$1.89K
HFS
653
Hughes Financial Services
Virginia
$1.81K
SIC
654
SJS Investment Consulting
Ohio
$1.66K
S
655
Sachetta
Massachusetts
$1.32K
GWM
656
Gitterman Wealth Management
New Jersey
$1.25K
MCM
657
Manchester Capital Management
Vermont
$1.24K
HIA
658
HFM Investment Advisors
New Jersey
$1.08K
AW
659
Avion Wealth
Texas
$1K
PMAM
660
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
661
Stephens Consulting
Michigan
$994
BHWM
662
Bay Harbor Wealth Management
Maryland
$993
MCM
663
MV Capital Management
Maryland
$828
PWM
664
Parkworth Wealth Management
California
$828
KB
665
Kimelman & Baird
New York
$746
CA
666
CoreCap Advisors
Michigan
$745
QWM
667
Quaker Wealth Management
New Jersey
$663
TPWA
668
Twin Peaks Wealth Advisors
California
$585
CA
669
Crewe Advisors
Utah
$580
LWMI
670
Legacy Wealth Management (Idaho)
Idaho
$580
T
671
Transce3nd
Texas
$580
LIS
672
Legacy Investment Solutions
Idaho
$580
GC
673
GFG Capital
Florida
$580
Q1WB
674
Quest 10 Wealth Builders
Virginia
$455
WCM
675
WealthTrak Capital Management
Virginia
$414