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SS&C Technologies

755 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 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:

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 (+$96.7M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
755
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
KAS
676
Kemnay Advisory Services
New York
$6.29K
OAJ
677
Ogorek Anthony Joseph
New York
$6K
PWMG
678
Private Wealth Management Group
New Jersey
$5.95K
BFS
679
Bare Financial Services
Pennsylvania
$5.51K
EW
680
Elyxium Wealth
California
$5.25K
BGAI
681
Bruce G. Allen Investments
Colorado
$5.16K
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$5.07K
SEP
683
Signature Equity Partners
Ohio
$5.07K
BWL
684
Bogart Wealth LLC
Virginia
$4.72K
AF
685
Advisornet Financial
Minnesota
$4.72K
CWP
686
Concord Wealth Partners
Virginia
$4.37K
CMP
687
Coston McIsaac & Partners
Maine
$4K
WCM
688
Winthrop Capital Management
Indiana
$4K
WAG
689
Wilkerson Advisory Group
Missouri
$3.93K
BCWM
690
Bartlett & Co Wealth Management
Ohio
$3.76K
SIC
691
SJS Investment Consulting
Ohio
$3.67K
DPW
692
DiNuzzo Private Wealth
Pennsylvania
$3.5K
IAIM
693
International Assets Investment Management
Florida
$3.41K
CPG
694
Cornerstone Planning Group
New Jersey
$3.39K
NS
695
NBC Securities
Alabama
$3.15K
CIAS
696
CBIZ Investment Advisory Services
Ohio
$3.06K
IBOK
697
Independence Bank of Kentucky
Kentucky
$3.06K
IAS
698
IMA Advisory Services
Colorado
$2.97K
GWM
699
Geneos Wealth Management
Colorado
$2.88K
SFS
700
Sunrise Financial Services
Washington
$2.71K