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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PUI
651
Purpose Unlimited Inc
$13.5K +$13.1K +154 New
KFAS
652
Keating Financial Advisory Services
Kansas
$12.6K +$12.3K +144 New
WBC
653
West Branch Capital
Massachusetts
$12.4K
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$12.2K -$9.12K -107 -43%
FFO
655
Fortitude Family Office
Arizona
$12.2K +$1.53K +18 +15%
CFO
656
CVA Family Office
Colorado
$12K
TWC
657
TD Waterhouse Canada
Ontario, Canada
$11.8K
GTAM
658
Global Trust Asset Management
Florida
$11.2K
BBHC
659
Brown Brothers Harriman & Co
New York
$11K +$4.78K +56 +80%
PPC
660
Park Place Capital
Alabama
$10.8K +$4.86K +57 +85%
BIA
661
Bell Investment Advisors
California
$9.79K +$2.3K +27 +32%
BW
662
Bravera Wealth
North Dakota
$9.7K +$9.46K +111 New
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$9.7K +$9.46K +111 New
BW
664
Basepoint Wealth
Iowa
$9.34K +$9.04K +106 New
IWM
665
IMG Wealth Management
Florida
$9.09K
FPF
666
First Pacific Financial
Washington
$9.09K +$2.05K +24 +30%
UFPG
667
United Financial Planning Group
New York
$8.92K +$8.7K +102 New
Group One Trading
668
Group One Trading
Illinois
$8.74K -$256 -3 -3%
APW
669
Aventura Private Wealth
Florida
$8.74K
DJSG
670
D.J. St. Germain
Massachusetts
$8.65K
KFI
671
Key Financial Inc
Pennsylvania
$8.39K
DI
672
DAGCO Inc
Ohio
$8.13K
CA
673
Crewe Advisors
Utah
$8.04K +$2.98K +35 +61%
RTL
674
Red Tortoise LLC
Georgia
$7.61K
FMTCOCP
675
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K