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SS&C Technologies

743 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 269 increasing their positions, 253 reducing their positions, and 69 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:

6% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$71.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
743
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
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$9.7K
BW
652
Basepoint Wealth
Iowa
$9.34K
IWM
653
IMG Wealth Management
Florida
$9.09K
FPF
654
First Pacific Financial
Washington
$9.09K
UFPG
655
United Financial Planning Group
New York
$8.92K
Group One Trading
656
Group One Trading
Illinois
$8.74K
APW
657
Aventura Private Wealth
Florida
$8.74K
DJSG
658
D.J. St. Germain
Massachusetts
$8.65K
KFI
659
Key Financial Inc
Pennsylvania
$8.39K
DI
660
DAGCO Inc
Ohio
$8.13K
CA
661
Crewe Advisors
Utah
$8.04K
RTL
662
Red Tortoise LLC
Georgia
$7.61K
FMTCOCP
663
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
AA
664
Ancora Advisors
Ohio
$6.91K
BWM
665
Benson Wealth Management
Tennessee
$6.64K
KAS
666
Kemnay Advisory Services
New York
$6.29K
OAJ
667
Ogorek Anthony Joseph
New York
$6K
PWMG
668
Private Wealth Management Group
New Jersey
$5.95K
BFS
669
Bare Financial Services
Pennsylvania
$5.51K
EW
670
Elyxium Wealth
California
$5.25K
BGAI
671
Bruce G. Allen Investments
Colorado
$5.16K
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$5.07K
SEP
673
Signature Equity Partners
Ohio
$5.07K
BWL
674
Bogart Wealth LLC
Virginia
$4.72K
AF
675
Advisornet Financial
Minnesota
$4.72K