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SS&C Technologies

755 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 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 funds holding

Funds holding:

more ownership

Funds ownership:

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 (+$96.7M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.6M
Puts
$11.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
651
West Branch Capital
Massachusetts
$12.4K
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$12.2K
FFO
653
Fortitude Family Office
Arizona
$12.2K
CFO
654
CVA Family Office
Colorado
$12K
TWC
655
TD Waterhouse Canada
Ontario, Canada
$11.8K
GTAM
656
Global Trust Asset Management
Florida
$11.2K
BBHC
657
Brown Brothers Harriman & Co
New York
$11K
PPC
658
Park Place Capital
Alabama
$10.8K
BIA
659
Bell Investment Advisors
California
$9.79K
BW
660
Bravera Wealth
North Dakota
$9.7K
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$9.7K
BW
662
Basepoint Wealth
Iowa
$9.34K
IWM
663
IMG Wealth Management
Florida
$9.09K
FPF
664
First Pacific Financial
Washington
$9.09K
UFPG
665
United Financial Planning Group
New York
$8.92K
Group One Trading
666
Group One Trading
Illinois
$8.74K
APW
667
Aventura Private Wealth
Florida
$8.74K
DJSG
668
D.J. St. Germain
Massachusetts
$8.65K
KFI
669
Key Financial Inc
Pennsylvania
$8.39K
DI
670
DAGCO Inc
Ohio
$8.13K
CA
671
Crewe Advisors
Utah
$8.04K
RTL
672
Red Tortoise LLC
Georgia
$7.61K
FMTCOCP
673
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
AA
674
Ancora Advisors
Ohio
$6.91K
BWM
675
Benson Wealth Management
Tennessee
$6.64K