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SS&C Technologies

682 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: 709682 (-27)

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
682
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
MCM
651
Manchester Capital Management
Vermont
$1.24K
HIA
652
HFM Investment Advisors
New Jersey
$1.08K
AW
653
Avion Wealth
Texas
$1K
PMAM
654
Picton Mahoney Asset Management
Ontario, Canada
$1K
SC
655
Stephens Consulting
Michigan
$994
BHWM
656
Bay Harbor Wealth Management
Maryland
$993
MCM
657
MV Capital Management
Maryland
$828
PWM
658
Parkworth Wealth Management
California
$828
KB
659
Kimelman & Baird
New York
$746
CA
660
CoreCap Advisors
Michigan
$745
QWM
661
Quaker Wealth Management
New Jersey
$663
TPWA
662
Twin Peaks Wealth Advisors
California
$585
CA
663
Crewe Advisors
Utah
$580
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$580
T
665
Transce3nd
Texas
$580
LIS
666
Legacy Investment Solutions
Idaho
$580
GC
667
GFG Capital
Florida
$580
WCM
668
WealthTrak Capital Management
Virginia
$414
PWA
669
Principia Wealth Advisory
Texas
$414
RJA
670
Ross\Johnson & Associates
Minnesota
$331
PWA
671
Physician Wealth Advisors
Utah
$167
VFM
672
Vision Financial Markets
Connecticut
$167
ACA
673
American Capital Advisory
Idaho
$166
DFA
674
DHJJ Financial Advisors
Illinois
$166
HNW
675
High Note Wealth
Minnesota
$166