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SS&C Technologies

743 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 269 increasing their positions, 253 reducing their positions, and 69 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 ownership

Funds ownership:

6% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$71.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.6M
Puts
$11.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
676
Concord Wealth Partners
Virginia
$4.37K
CMP
677
Coston McIsaac & Partners
Maine
$4K
WCM
678
Winthrop Capital Management
Indiana
$4K
WAG
679
Wilkerson Advisory Group
Missouri
$3.93K
BCWM
680
Bartlett & Co Wealth Management
Ohio
$3.76K
SIC
681
SJS Investment Consulting
Ohio
$3.67K
DPW
682
DiNuzzo Private Wealth
Pennsylvania
$3.5K
IAIM
683
International Assets Investment Management
Florida
$3.41K
CPG
684
Cornerstone Planning Group
New Jersey
$3.39K
NS
685
NBC Securities
Alabama
$3.15K
CIAS
686
CBIZ Investment Advisory Services
Ohio
$3.06K
IBOK
687
Independence Bank of Kentucky
Kentucky
$3.06K
IAS
688
IMA Advisory Services
Colorado
$2.97K
GWM
689
Geneos Wealth Management
Colorado
$2.88K
SFS
690
Sunrise Financial Services
Washington
$2.71K
HPC
691
HM Payson & Co
Maine
$2.54K
CH
692
Cromwell Holdings
Wyoming
$2.54K
TCM
693
TD Capital Management
Tennessee
$2.49K
AWM
694
Abound Wealth Management
Tennessee
$2.38K
SC
695
SouthState Corp
Florida
$2.36K
BHWM
696
Bay Harbor Wealth Management
Maryland
$2.27K
RA
697
Ransom Advisory
Rhode Island
$2.19K
KG
698
Kilter Group
New York
$2.1K
SL
699
Salomon & Ludwin
Virginia
$2.03K
FHC
700
First Horizon Corporation
Tennessee
$2.01K