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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 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:

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
717
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
SFS
676
Sunrise Financial Services
Washington
$2.1K
MCM
677
MV Capital Management
Maryland
$2.03K
AW
678
Avion Wealth
Texas
$2K
HPC
679
HM Payson & Co
Maine
$1.96K
TCM
680
TD Capital Management
Tennessee
$1.93K
BLC
681
Brown, Lisle/Cummings
Rhode Island
$1.89K
AWM
682
Abound Wealth Management
Tennessee
$1.82K
BHWM
683
Bay Harbor Wealth Management
Maryland
$1.76K
CFM
684
Cornerstone Financial Management
Massachusetts
$1.69K
CA
685
CoreCap Advisors
Michigan
$1.49K
AWM
686
Activest Wealth Management
Florida
$1.42K
HIA
687
Harbor Investment Advisory
Maryland
$1.35K
AP
688
Aspect Partners
Virginia
$1.28K
IAS
689
IMA Advisory Services
Colorado
$1.08K
HFS
690
Hughes Financial Services
Virginia
$1.01K
MCM
691
Manchester Capital Management
Vermont
$1.01K
SS
692
SBI Securities
Japan
$878
RS
693
Rakuten Securities
Japan
$811
TCM
694
Triumph Capital Management
Colorado
$811
VWM
695
Vermillion Wealth Management
Minnesota
$811
QWM
696
Quaker Wealth Management
New Jersey
$609
HIA
697
HFM Investment Advisors
New Jersey
$541
RWS
698
Retirement Wealth Solutions
Wisconsin
$541
TWM
699
TopTier Wealth Management
Wisconsin
$541
BFS
700
Bare Financial Services
Pennsylvania
$473