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SS&C Technologies

712 hedge funds and large institutions have $13.5B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

26% less capital invested

Capital invested by funds: $18.1B → $13.5B (-$4.64B)

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3M
Puts
$27.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
676
Brown, Lisle/Cummings
Rhode Island
$1.89K
AWM
677
Abound Wealth Management
Tennessee
$1.82K
BHWM
678
Bay Harbor Wealth Management
Maryland
$1.76K
CFM
679
Cornerstone Financial Management
Massachusetts
$1.69K
CA
680
CoreCap Advisors
Michigan
$1.49K
AWM
681
Activest Wealth Management
Florida
$1.42K
HIA
682
Harbor Investment Advisory
Maryland
$1.35K
AP
683
Aspect Partners
Virginia
$1.28K
IAS
684
IMA Advisory Services
Colorado
$1.08K
HFS
685
Hughes Financial Services
Virginia
$1.01K
MCM
686
Manchester Capital Management
Vermont
$1.01K
SS
687
SBI Securities
Japan
$878
RS
688
Rakuten Securities
Japan
$811
TCM
689
Triumph Capital Management
Colorado
$811
VWM
690
Vermillion Wealth Management
Minnesota
$811
QWM
691
Quaker Wealth Management
New Jersey
$609
HIA
692
HFM Investment Advisors
New Jersey
$541
TWM
693
TopTier Wealth Management
Wisconsin
$541
RWS
694
Retirement Wealth Solutions
Wisconsin
$541
BFS
695
Bare Financial Services
Pennsylvania
$473
LWMI
696
Legacy Wealth Management (Idaho)
Idaho
$473
NSIM
697
North Star Investment Management
Illinois
$473
BIM
698
Breakwater Investment Management
Washington
$473
ACA
699
American Capital Advisory
Idaho
$406
CW
700
Curio Wealth
Maryland
$405