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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

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

9% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 258

1.9% less ownership

Funds ownership: 84.92%83.02% (-1.9%)

5% less funds holding

Funds holding: 757717 (-40)

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
-40
Holders Change %
-5.28%
% of All Funds
8.83%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
102
Increased
282
Reduced
258
Closed
128
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
701
Legacy Wealth Management (Idaho)
Idaho
$473
NSIM
702
North Star Investment Management
Illinois
$473 +$77 +1 +17%
BIM
703
Breakwater Investment Management
Washington
$473 +$538 +7 New
ACA
704
American Capital Advisory
Idaho
$406 -$231 -3 -33%
CW
705
Curio Wealth
Maryland
$405 +$461 +6 New
SA
706
Seneschal Advisors
Washington
$338 -$77 -1 -17%
ECA
707
Elevated Capital Advisors
Utah
$338
WIM
708
Westside Investment Management
California
$338
SWM
709
SHP Wealth Management
Massachusetts
$338 +$384 +5 New
CCWM
710
Cassaday & Co Wealth Management
Virginia
$271 +$308 +4 New
RJA
711
Ross\Johnson & Associates
Minnesota
$270
LHEI
712
Leo H. Evart Inc
California
$146 +$154 +2 New
VFM
713
Vision Financial Markets
Connecticut
$138
DFA
714
DHJJ Financial Advisors
Illinois
$136
TFM
715
TFC Financial Management
Massachusetts
$68
TFA
716
Toth Financial Advisory
Virginia
$68
Norges Bank
717
Norges Bank
Norway
-$243M -2,777,920 Closed
Capital International Investors
718
Capital International Investors
California
-$98.1M -1,121,718 Closed
SIG
719
Senator Investment Group
New York
-$90.5M -1,035,193 Closed
SCM
720
Shapiro Capital Management
Georgia
-$25.3M -288,959 Closed
SFI
721
Susquehanna Fundamental Investments
Pennsylvania
-$24.7M -282,928 Closed
VIM
722
Vinva Investment Management
Australia
-$23.7M -267,781 Closed
CPC
723
Cookson Peirce & Co
Pennsylvania
-$19.8M -226,658 Closed
SJIC
724
St. James Investment Company
Texas
-$18.9M -216,376 Closed
PR
725
Payden & Rygel
California
-$16.3M -187,000 Closed