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SS&C Technologies

749 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 271 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: 271 | Existing positions reduced: 254

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$89.2M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
749
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
BGAI
676
Bruce G. Allen Investments
Colorado
$5.16K
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$5.07K
SEP
678
Signature Equity Partners
Ohio
$5.07K
BWL
679
Bogart Wealth LLC
Virginia
$4.72K
AF
680
Advisornet Financial
Minnesota
$4.72K
CWP
681
Concord Wealth Partners
Virginia
$4.37K
CMP
682
Coston McIsaac & Partners
Maine
$4K
WCM
683
Winthrop Capital Management
Indiana
$4K
WAG
684
Wilkerson Advisory Group
Missouri
$3.93K
BCWM
685
Bartlett & Co Wealth Management
Ohio
$3.76K
SIC
686
SJS Investment Consulting
Ohio
$3.67K
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$3.5K
IAIM
688
International Assets Investment Management
Florida
$3.41K
CPG
689
Cornerstone Planning Group
New Jersey
$3.39K
NS
690
NBC Securities
Alabama
$3.15K
CIAS
691
CBIZ Investment Advisory Services
Ohio
$3.06K
IBOK
692
Independence Bank of Kentucky
Kentucky
$3.06K
IAS
693
IMA Advisory Services
Colorado
$2.97K
GWM
694
Geneos Wealth Management
Colorado
$2.88K
SFS
695
Sunrise Financial Services
Washington
$2.71K
HPC
696
HM Payson & Co
Maine
$2.54K
CH
697
Cromwell Holdings
Wyoming
$2.54K
TCM
698
TD Capital Management
Tennessee
$2.49K
AWM
699
Abound Wealth Management
Tennessee
$2.38K
SC
700
SouthState Corp
Florida
$2.36K