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SS&C Technologies
SSNC

722 hedge funds and large institutions have $18B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $15.4M

70% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 53

5% more capital invested

Capital invested by funds: $17.1B → $18B (+$928M)

4% more funds holding

Funds holding: 693 → 722 (+29)

0.53% less ownership

Funds ownership: 83.67% → 83.13% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 255

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
9.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
90
Increased
241
Reduced
255
Closed
53
Calls
$46.3M
Puts
$15.4M
Net Calls
+$30.9M
Net Calls Change
-$18.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$91.1M
3
JCM
Junto Capital Management
New York
+$87.1M
4
Goldman Sachs
Goldman Sachs
New York
+$62.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$35.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$91.2M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$81.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$79.8M
4
Citigroup
Citigroup
New York
-$39.6M
5
UBS AM
UBS AM
Illinois
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
676
DiNuzzo Private Wealth
Pennsylvania
$3.46K – – –
SS
677
SBI Securities
Japan
$3.19K – – –
AW
678
Avion Wealth
Texas
$3K +$1.04K +12 +52%
OAJ
679
Ogorek Anthony Joseph
New York
$3K +$2.42K +28 +233%
GWM
680
Geneos Wealth Management
Colorado
$2.93K -$14.6K -169 -84%
SC
681
SouthState Corp
Florida
$2.66K -$433 -5 -14%
CH
682
Cromwell Holdings
Wyoming
$2.58K – – –
HPC
683
HM Payson & Co
Maine
$2.58K – – –
MAM
684
Marquette Asset Management
Minnesota
$2.58K +$2.51K +29 New
TCM
685
TD Capital Management
Tennessee
$2.52K – – –
AWM
686
Abound Wealth Management
Tennessee
$2.42K – – –
CIAM
687
Caitong International Asset Management
Hong Kong
$2.31K +$2.25K +26 New
RA
688
Ransom Advisory
Rhode Island
$2.22K – – –
HFS
689
Hughes Financial Services
Virginia
$1.78K – – –
SIC
690
SJS Investment Consulting
Ohio
$1.78K – – –
RS
691
Rakuten Securities
Japan
$1.77K -$2.77K -32 -62%
AP
692
Aspect Partners
Virginia
$1.69K +$1.65K +19 New
MMC
693
Mizuho Markets Cayman
Cayman Islands
$1.6K +$1.56K +18 New
MA
694
Montag & Associates
Georgia
$1.6K +$1.56K +18 New
MCM
695
Manchester Capital Management
Vermont
$1.33K – – –
BHWM
696
Bay Harbor Wealth Management
Maryland
$1.24K +$173 +2 +17%
HIA
697
HFM Investment Advisors
New Jersey
$1.15K – – –
PWA
698
Principia Wealth Advisory
Texas
$1.06K +$606 +7 +140%
PMAM
699
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
MCM
700
MV Capital Management
Maryland
$888 – – –
26 27
28
29 30

SSNC Hedge Fund Activity: Q3 2025 in Review

722 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q3 2025, worth a combined $18B — up 5.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SSNC positions and 53 closed out — a net gain of 37 holders — while 241 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.8M. The largest seller was BlackRock, cutting an estimated $91.2M.

  • 722 institutional investors held SS&C Technologies (SSNC) as of Q3 2025, up from 693 in Q2 2025.
  • Funds reported $18B of SS&C Technologies stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 90 funds opened new SS&C Technologies positions in Q3 2025 and 53 closed out, a net change of +37 holders.
  • The largest SS&C Technologies buyer in Q3 2025 was Fidelity Investments, an estimated $91.8M added.
  • The largest SS&C Technologies seller in Q3 2025 was BlackRock, an estimated $91.2M sold.

Based on aggregated 13F filings for Q3 2025.