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SS&C Technologies

713 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, 281 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 (-$4.63B)

Holders
713
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
CW
701
Curio Wealth
Maryland
$405
SA
702
Seneschal Advisors
Washington
$338
ECA
703
Elevated Capital Advisors
Utah
$338
WIM
704
Westside Investment Management
California
$338
SWM
705
SHP Wealth Management
Massachusetts
$338
CCWM
706
Cassaday & Co Wealth Management
Virginia
$271
RJA
707
Ross\Johnson & Associates
Minnesota
$270
LHEI
708
Leo H. Evart Inc
California
$146
VFM
709
Vision Financial Markets
Connecticut
$138
DFA
710
DHJJ Financial Advisors
Illinois
$136
TFA
711
Toth Financial Advisory
Virginia
$68
TFM
712
TFC Financial Management
Massachusetts
$68
Norges Bank
713
Norges Bank
Norway
Capital International Investors
714
Capital International Investors
California
SIG
715
Senator Investment Group
New York
Pacer Advisors
716
Pacer Advisors
Pennsylvania
SCM
717
Shapiro Capital Management
Georgia
SFI
718
Susquehanna Fundamental Investments
Pennsylvania
VIM
719
Vinva Investment Management
Australia
CPC
720
Cookson Peirce & Co
Pennsylvania
SJIC
721
St. James Investment Company
Texas
PR
722
Payden & Rygel
California
NEI
723
Northwest & Ethical Investments
Ontario, Canada
TC
724
Triavera Capital
California
RCM
725
Rivermont Capital Management
New York