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SS&C Technologies

744 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, 270 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:

7% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$72.6M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
744
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
AF
676
Advisornet Financial
Minnesota
$4.72K
CWP
677
Concord Wealth Partners
Virginia
$4.37K
CMP
678
Coston McIsaac & Partners
Maine
$4K
WCM
679
Winthrop Capital Management
Indiana
$4K
WAG
680
Wilkerson Advisory Group
Missouri
$3.93K
BCWM
681
Bartlett & Co Wealth Management
Ohio
$3.76K
SIC
682
SJS Investment Consulting
Ohio
$3.67K
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$3.5K
IAIM
684
International Assets Investment Management
Florida
$3.41K
CPG
685
Cornerstone Planning Group
New Jersey
$3.39K
NS
686
NBC Securities
Alabama
$3.15K
CIAS
687
CBIZ Investment Advisory Services
Ohio
$3.06K
IBOK
688
Independence Bank of Kentucky
Kentucky
$3.06K
IAS
689
IMA Advisory Services
Colorado
$2.97K
GWM
690
Geneos Wealth Management
Colorado
$2.88K
SFS
691
Sunrise Financial Services
Washington
$2.71K
HPC
692
HM Payson & Co
Maine
$2.54K
CH
693
Cromwell Holdings
Wyoming
$2.54K
TCM
694
TD Capital Management
Tennessee
$2.49K
AWM
695
Abound Wealth Management
Tennessee
$2.38K
SC
696
SouthState Corp
Florida
$2.36K
BHWM
697
Bay Harbor Wealth Management
Maryland
$2.27K
RA
698
Ransom Advisory
Rhode Island
$2.19K
KG
699
Kilter Group
New York
$2.1K
SL
700
Salomon & Ludwin
Virginia
$2.03K