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SS&C Technologies

710 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 237 increasing their positions, 250 reducing their positions, and 52 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.43% less ownership

Funds ownership: 83.1%82.67% (-0.43%)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 250

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
710
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.3M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$94.2M
2 +$93.4M
3 +$89.3M
4
Goldman Sachs
Goldman Sachs
New York
+$63.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.5M

Top Sellers

1 -$93.5M
2 -$83.4M
3 -$79.8M
4
Citigroup
Citigroup
New York
-$40.6M
5
UBS AM
UBS AM
Illinois
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Abound Wealth Management
Tennessee
$2.42K
CIAM
677
Caitong International Asset Management
Hong Kong
$2.31K
RA
678
Ransom Advisory
Rhode Island
$2.22K
HFS
679
Hughes Financial Services
Virginia
$1.78K
SIC
680
SJS Investment Consulting
Ohio
$1.78K
RS
681
Rakuten Securities
Japan
$1.77K
AP
682
Aspect Partners
Virginia
$1.69K
MA
683
Montag & Associates
Georgia
$1.6K
MMC
684
Mizuho Markets Cayman
Cayman Islands
$1.6K
MCM
685
Manchester Capital Management
Vermont
$1.33K
BHWM
686
Bay Harbor Wealth Management
Maryland
$1.24K
HIA
687
HFM Investment Advisors
New Jersey
$1.15K
PMAM
688
Picton Mahoney Asset Management
Ontario, Canada
$1K
CA
689
CoreCap Advisors
Michigan
$799
KB
690
Kimelman & Baird
New York
$799
IW
691
Imprint Wealth
South Carolina
$799
QWM
692
Quaker Wealth Management
New Jersey
$711
PG
693
Proffitt & Goodson
Tennessee
$711
RWS
694
Retirement Wealth Solutions
Wisconsin
$711
WW
695
Winnow Wealth
Texas
$623
LWMI
696
Legacy Wealth Management (Idaho)
Idaho
$622
FC
697
Financial Consulate
Maryland
$533
SA
698
Seneschal Advisors
Washington
$533
Q1WB
699
Quest 10 Wealth Builders
Virginia
$488
WWA
700
Wealth Watch Advisors
Colorado
$444