SSNC icon

SS&C Technologies
SSNC

Overview Fund Activity

708 hedge funds and large institutions have $17B invested in SS&C Technologies in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 279 increasing their positions, 204 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+70
Holders Change %
+10.97%
% of All Funds
9.62%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.3%
New
124
Increased
279
Reduced
204
Closed
40
Calls
$68.7M
Puts
$29.4M
Net Calls
+$39.2M
Net Calls Change
-$17.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$116M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$86M
3
WCM
Wedge Capital Management
North Carolina
+$54.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$53.2M
5
PCM
Prana Capital Management
Connecticut
+$39.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$98.8M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.9M
3
VVP
Vulcan Value Partners
Alabama
-$91.9M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$81.5M
5
TCAM
Turtle Creek Asset Management
Ontario, Canada
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
676
Ransom Advisory
Rhode Island
$2.09K +$2.09K +25 New
HCP
677
Hexagon Capital Partners
Arkansas
$2.01K -$1.25K -15 -38%
PWA
678
Provenance Wealth Advisors
Florida
$1.92K – – –
BFS
679
Bare Financial Services
Pennsylvania
$1.84K +$1.84K +22 New
S
680
Sachetta
Massachusetts
$1.34K – – –
CPG
681
Cornerstone Planning Group
New Jersey
$1.3K +$305 +4 +31%
MCM
682
Manchester Capital Management
Vermont
$1.25K +$334 +4 +36%
WCM
683
WealthTrak Capital Management
Virginia
$1.25K +$835 +10 +200%
CH
684
Cromwell Holdings
Wyoming
$1K +$1K +12 New
AW
685
Avion Wealth
Texas
$1K – – –
PMAM
686
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
OAJ
687
Ogorek Anthony Joseph
New York
$1K +$1K +12 New
MCM
688
MV Capital Management
Maryland
$836 – – –
KB
689
Kimelman & Baird
New York
$752 – – –
T
690
Transce3nd
Texas
$585 – – –
PWM
691
Parkworth Wealth Management
California
$585 – – –
LWMI
692
Legacy Wealth Management (Idaho)
Idaho
$585 – – –
BHWM
693
Bay Harbor Wealth Management
Maryland
$584 +$584 +7 New
WW
694
Winnow Wealth
Texas
$566 +$162 +2 +40%
PWA
695
Principia Wealth Advisory
Texas
$467 – – –
Q1WB
696
Quest 10 Wealth Builders
Virginia
$459 +$459 +6 New
WTFG
697
Wood Tarver Financial Group
Idaho
$418 – – –
HIA
698
HFM Investment Advisors
New Jersey
$418 +$418 +5 New
RJA
699
Ross\Johnson & Associates
Minnesota
$334 +$334 +4 New
UB
700
UMB Bank
Missouri
$334 +$334 +4 New
26 27
28
29 30