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SS&C Technologies

712 hedge funds and large institutions have $13.5B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 129 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

26% less capital invested

Capital invested by funds: $18.1B → $13.5B (-$4.64B)

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3M
Puts
$27.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
651
Sachetta
Massachusetts
$3.85K
BWL
652
Bogart Wealth LLC
Virginia
$3.85K
KFAS
653
Keating Financial Advisory Services
Kansas
$3.45K
PUI
654
Purpose Unlimited Inc
$3.31K
CMP
655
Coston McIsaac & Partners
Maine
$3K
BCWM
656
Bartlett & Co Wealth Management
Ohio
$2.98K
CPG
657
Cornerstone Planning Group
New Jersey
$2.84K
UB
658
UMB Bank
Missouri
$2.84K
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$2.77K
SC
660
SouthState Corp
Florida
$2.77K
IWS
661
Intentional Wealth Strategies
Colorado
$2.77K
CH
662
Cromwell Holdings
Wyoming
$2.7K
AFG
663
Albion Financial Group
Utah
$2.7K
PWA
664
Physician Wealth Advisors
Utah
$2.64K
NS
665
NBC Securities
Alabama
$2.43K
UFPG
666
United Financial Planning Group
New York
$2.3K
AF
667
Advisornet Financial
Minnesota
$2.3K
KG
668
Kilter Group
New York
$2.16K
MAM
669
Marquette Asset Management
Minnesota
$2.16K
IAIM
670
International Assets Investment Management
Florida
$2.1K
SFS
671
Sunrise Financial Services
Washington
$2.1K
MCM
672
MV Capital Management
Maryland
$2.03K
AW
673
Avion Wealth
Texas
$2K
HPC
674
HM Payson & Co
Maine
$1.96K
TCM
675
TD Capital Management
Tennessee
$1.93K