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SS&C Technologies

709 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
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$68.7M
Puts
$29.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Abound Wealth Management
Tennessee
$2.26K
RA
677
Ransom Advisory
Rhode Island
$2.09K
HCP
678
Hexagon Capital Partners
Arkansas
$2K
PWA
679
Provenance Wealth Advisors
Florida
$1.92K
BFS
680
Bare Financial Services
Pennsylvania
$1.84K
S
681
Sachetta
Massachusetts
$1.34K
CPG
682
Cornerstone Planning Group
New Jersey
$1.3K
MCM
683
Manchester Capital Management
Vermont
$1.25K
WCM
684
WealthTrak Capital Management
Virginia
$1.25K
CH
685
Cromwell Holdings
Wyoming
$1K
AW
686
Avion Wealth
Texas
$1K
PMAM
687
Picton Mahoney Asset Management
Ontario, Canada
$1K
OAJ
688
Ogorek Anthony Joseph
New York
$1K
MCM
689
MV Capital Management
Maryland
$836
KB
690
Kimelman & Baird
New York
$752
LWMI
691
Legacy Wealth Management (Idaho)
Idaho
$585
T
692
Transce3nd
Texas
$585
PWM
693
Parkworth Wealth Management
California
$585
BHWM
694
Bay Harbor Wealth Management
Maryland
$584
WW
695
Winnow Wealth
Texas
$566
PWA
696
Principia Wealth Advisory
Texas
$467
Q1WB
697
Quest 10 Wealth Builders
Virginia
$459
WTFG
698
Wood Tarver Financial Group
Idaho
$418
HIA
699
HFM Investment Advisors
New Jersey
$418
RJA
700
Ross\Johnson & Associates
Minnesota
$334