SSNC icon

SS&C Technologies

716 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 239 increasing their positions, 255 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.94% less ownership

Funds ownership: 83.64%82.69% (-0.94%)

6% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 255

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
716
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
GWM
676
Geneos Wealth Management
Colorado
$2.93K
SC
677
SouthState Corp
Florida
$2.66K
CH
678
Cromwell Holdings
Wyoming
$2.58K
HPC
679
HM Payson & Co
Maine
$2.58K
MAM
680
Marquette Asset Management
Minnesota
$2.58K
TCM
681
TD Capital Management
Tennessee
$2.52K
AWM
682
Abound Wealth Management
Tennessee
$2.42K
CIAM
683
Caitong International Asset Management
Hong Kong
$2.31K
RA
684
Ransom Advisory
Rhode Island
$2.22K
HFS
685
Hughes Financial Services
Virginia
$1.78K
SIC
686
SJS Investment Consulting
Ohio
$1.78K
RS
687
Rakuten Securities
Japan
$1.77K
AP
688
Aspect Partners
Virginia
$1.69K
MA
689
Montag & Associates
Georgia
$1.6K
MMC
690
Mizuho Markets Cayman
Cayman Islands
$1.6K
MCM
691
Manchester Capital Management
Vermont
$1.33K
BHWM
692
Bay Harbor Wealth Management
Maryland
$1.24K
HIA
693
HFM Investment Advisors
New Jersey
$1.15K
PMAM
694
Picton Mahoney Asset Management
Ontario, Canada
$1K
KB
695
Kimelman & Baird
New York
$799
CA
696
CoreCap Advisors
Michigan
$799
IW
697
Imprint Wealth
South Carolina
$799
QWM
698
Quaker Wealth Management
New Jersey
$711
PG
699
Proffitt & Goodson
Tennessee
$711
RWS
700
Retirement Wealth Solutions
Wisconsin
$711