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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
676
Ancora Advisors
Ohio
$6.91K +$6.74K +79 New
BWM
677
Benson Wealth Management
Tennessee
$6.64K +$6.48K +76 New
KAS
678
Kemnay Advisory Services
New York
$6.29K +$6.14K +72 New
OAJ
679
Ogorek Anthony Joseph
New York
$6K +$2.73K +32 +80%
PWMG
680
Private Wealth Management Group
New Jersey
$5.95K
BFS
681
Bare Financial Services
Pennsylvania
$5.51K
EW
682
Elyxium Wealth
California
$5.25K +$5.12K +60 New
BGAI
683
Bruce G. Allen Investments
Colorado
$5.16K
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
$5.07K
SEP
685
Signature Equity Partners
Ohio
$5.07K +$4.95K +58 New
BWL
686
Bogart Wealth LLC
Virginia
$4.72K -$512 -6 -10%
AF
687
Advisornet Financial
Minnesota
$4.72K
CWP
688
Concord Wealth Partners
Virginia
$4.37K
CMP
689
Coston McIsaac & Partners
Maine
$4K
WCM
690
Winthrop Capital Management
Indiana
$4K
WAG
691
Wilkerson Advisory Group
Missouri
$3.93K +$3.84K +45 New
BCWM
692
Bartlett & Co Wealth Management
Ohio
$3.76K
SIC
693
SJS Investment Consulting
Ohio
$3.67K +$1.88K +22 +110%
DPW
694
DiNuzzo Private Wealth
Pennsylvania
$3.5K +$85 +1 +3%
IAIM
695
International Assets Investment Management
Florida
$3.41K +$3.33K +39 New
CPG
696
Cornerstone Planning Group
New Jersey
$3.39K -$33.9K -398 -91%
NS
697
NBC Securities
Alabama
$3.15K -$20.3K -238 -87%
CIAS
698
CBIZ Investment Advisory Services
Ohio
$3.06K -$597 -7 -17%
IBOK
699
Independence Bank of Kentucky
Kentucky
$3.06K +$2.98K +35 New
IAS
700
IMA Advisory Services
Colorado
$2.97K +$2.9K +34 New