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SS&C Technologies

708 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 52 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.44% less ownership

Funds ownership: 83.1%82.66% (-0.44%)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
708
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$46.3M
Puts
$15.4M
Net Calls
Net Calls Change

Top Buyers

1 +$94.2M
2 +$93.4M
3 +$89.3M
4
Goldman Sachs
Goldman Sachs
New York
+$63.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$36.5M

Top Sellers

1 -$93.5M
2 -$83.4M
3 -$79.8M
4
Citigroup
Citigroup
New York
-$40.6M
5
UBS AM
UBS AM
Illinois
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
701
Heartwood Wealth Advisors
Virginia
$355
VFM
702
Vision Financial Markets
Connecticut
$180
PWA
703
Physician Wealth Advisors
Utah
$180
ACA
704
American Capital Advisory
Idaho
$178
HNW
705
High Note Wealth
Minnesota
$178
DFA
706
DHJJ Financial Advisors
Illinois
$178
AWM
707
Activest Wealth Management
Florida
$89
TFM
708
TFC Financial Management
Massachusetts
$89
Norges Bank
709
Norges Bank
Norway
Capital Research Global Investors
710
Capital Research Global Investors
California
PCH
711
Polar Capital Holdings
United Kingdom
BNP Paribas Asset Management
712
BNP Paribas Asset Management
France
LOAME
713
Lombard Odier Asset Management (Europe)
United Kingdom
ECM
714
ExodusPoint Capital Management
New York
FFM
715
Fisher Funds Management
New Zealand
RCA
716
Roberts Capital Advisors
Colorado
WLG
717
Williamson Legacy Group
Indiana
Axa
718
Axa
France
NICM
719
Neo Ivy Capital Management
New York
SPA
720
Sherbrooke Park Advisers
New York
Marshall Wace
721
Marshall Wace
United Kingdom
CWP
722
Curated Wealth Partners
California
FDP
723
Financiere des Professionnels
Quebec, Canada
PCM
724
Prelude Capital Management
New York
CM
725
CM Management
Florida