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SS&C Technologies

710 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 237 increasing their positions, 250 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.43% less ownership

Funds ownership: 83.1%82.67% (-0.43%)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 250

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
710
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.3M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$94.2M
2 +$93.4M
3 +$89.3M
4
Goldman Sachs
Goldman Sachs
New York
+$63.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.5M

Top Sellers

1 -$93.5M
2 -$83.4M
3 -$79.8M
4
Citigroup
Citigroup
New York
-$40.6M
5
UBS AM
UBS AM
Illinois
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$5.33K
BGAI
652
Bruce G. Allen Investments
Colorado
$5.24K
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$5.15K
CA
654
Crewe Advisors
Utah
$5.06K
CCM
655
Cloud Capital Management
Washington
$5K
AF
656
Advisornet Financial
Minnesota
$4.79K
LFA
657
LGT Financial Advisors
Texas
$4.66K
CWP
658
Concord Wealth Partners
Virginia
$4.44K
CMP
659
Coston McIsaac & Partners
Maine
$4K
WCM
660
Winthrop Capital Management
Indiana
$4K
MG
661
Mather Group
Illinois
$3.99K
BCWM
662
Bartlett & Co Wealth Management
Ohio
$3.82K
CIAS
663
CBIZ Investment Advisory Services
Ohio
$3.73K
S
664
Sachetta
Massachusetts
$3.55K
AAS
665
Ameritas Advisory Services
Nebraska
$3.46K
DPW
666
DiNuzzo Private Wealth
Pennsylvania
$3.46K
SS
667
SBI Securities
Japan
$3.19K
AW
668
Avion Wealth
Texas
$3K
OAJ
669
Ogorek Anthony Joseph
New York
$3K
GWM
670
Geneos Wealth Management
Colorado
$2.93K
SC
671
SouthState Corp
Florida
$2.66K
HPC
672
HM Payson & Co
Maine
$2.58K
CH
673
Cromwell Holdings
Wyoming
$2.58K
MAM
674
Marquette Asset Management
Minnesota
$2.58K
TCM
675
TD Capital Management
Tennessee
$2.52K