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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

9% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 258

1.9% less ownership

Funds ownership: 84.92%83.02% (-1.9%)

5% less funds holding

Funds holding: 757717 (-40)

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
717
Holders Change
-40
Holders Change %
-5.28%
% of All Funds
8.83%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
102
Increased
282
Reduced
258
Closed
128
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
676
Sunrise Financial Services
Washington
$2.1K
MCM
677
MV Capital Management
Maryland
$2.03K +$1.54K +20 +200%
AW
678
Avion Wealth
Texas
$2K +$1.31K +17 +74%
HPC
679
HM Payson & Co
Maine
$1.96K
TCM
680
TD Capital Management
Tennessee
$1.93K +$77 +1 +4%
BLC
681
Brown, Lisle/Cummings
Rhode Island
$1.89K +$2.15K +28 New
AWM
682
Abound Wealth Management
Tennessee
$1.82K
BHWM
683
Bay Harbor Wealth Management
Maryland
$1.76K
CFM
684
Cornerstone Financial Management
Massachusetts
$1.69K +$615 +8 +47%
CA
685
CoreCap Advisors
Michigan
$1.49K
AWM
686
Activest Wealth Management
Florida
$1.42K +$1.54K +20 +2,000%
HIA
687
Harbor Investment Advisory
Maryland
$1.35K +$1.54K +20 New
AP
688
Aspect Partners
Virginia
$1.28K
IAS
689
IMA Advisory Services
Colorado
$1.08K -$1.38K -18 -53%
HFS
690
Hughes Financial Services
Virginia
$1.01K -$538 -7 -32%
MCM
691
Manchester Capital Management
Vermont
$1.01K
SS
692
SBI Securities
Japan
$878 +$77 +1 +8%
RS
693
Rakuten Securities
Japan
$811 -$615 -8 -40%
TCM
694
Triumph Capital Management
Colorado
$811 -$308 -4 -25%
VWM
695
Vermillion Wealth Management
Minnesota
$811 +$923 +12 New
QWM
696
Quaker Wealth Management
New Jersey
$609 -$77 -1 -10%
HIA
697
HFM Investment Advisors
New Jersey
$541 -$384 -5 -38%
RWS
698
Retirement Wealth Solutions
Wisconsin
$541 +$615 +8 New
TWM
699
TopTier Wealth Management
Wisconsin
$541 +$615 +8 New
BFS
700
Bare Financial Services
Pennsylvania
$473 -$4.3K -56 -89%