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SS&C Technologies

722 hedge funds and large institutions have $18B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 255 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $15.4M

70% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 53

5% more capital invested

Capital invested by funds: $17.1B → $18B (+$928M)

4% more funds holding

Funds holding: 693722 (+29)

0.53% less ownership

Funds ownership: 83.67%83.13% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 255

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
722
Holders Change
+29
Holders Change %
+4.18%
% of All Funds
9.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
90
Increased
241
Reduced
255
Closed
53
Calls
$46.3M
Puts
$15.4M
Net Calls
+$30.9M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
CoreCap Advisors
Michigan
$799
KB
702
Kimelman & Baird
New York
$799
IW
703
Imprint Wealth
South Carolina
$799 +$779 +9 New
QWM
704
Quaker Wealth Management
New Jersey
$711
PG
705
Proffitt & Goodson
Tennessee
$711 +$692 +8 New
RWS
706
Retirement Wealth Solutions
Wisconsin
$711 +$692 +8 New
WW
707
Winnow Wealth
Texas
$623 +$606 +7 New
LWMI
708
Legacy Wealth Management (Idaho)
Idaho
$622
FC
709
Financial Consulate
Maryland
$533 +$519 +6 New
SA
710
Seneschal Advisors
Washington
$533 +$519 +6 New
Q1WB
711
Quest 10 Wealth Builders
Virginia
$488
WWA
712
Wealth Watch Advisors
Colorado
$444 +$433 +5 New
TPBG
713
Turning Point Benefit Group
Maryland
$440 +$433 +5 New
RJA
714
Ross\Johnson & Associates
Minnesota
$355
HWA
715
Heartwood Wealth Advisors
Virginia
$355 +$346 +4 New
PWA
716
Physician Wealth Advisors
Utah
$180
VFM
717
Vision Financial Markets
Connecticut
$180
ACA
718
American Capital Advisory
Idaho
$178
DFA
719
DHJJ Financial Advisors
Illinois
$178
HNW
720
High Note Wealth
Minnesota
$178
AWM
721
Activest Wealth Management
Florida
$89
TFM
722
TFC Financial Management
Massachusetts
$89
Norges Bank
723
Norges Bank
Norway
-$222M -2,675,824 Closed
Capital Research Global Investors
724
Capital Research Global Investors
California
-$79.8M -963,763 Closed
PCH
725
Polar Capital Holdings
United Kingdom
-$13.4M -161,350 Closed

SSNC Hedge Fund Activity: Q3 2025 in Review

722 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q3 2025, worth a combined $18B — up 5.4% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SSNC positions and 53 closed out — a net gain of 37 holders — while 241 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.8M. The largest seller was BlackRock, cutting an estimated $91.2M.

  • 722 institutional investors held SS&C Technologies (SSNC) as of Q3 2025, up from 693 in Q2 2025.
  • Funds reported $18B of SS&C Technologies stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 90 funds opened new SS&C Technologies positions in Q3 2025 and 53 closed out, a net change of +37 holders.
  • The largest SS&C Technologies buyer in Q3 2025 was Fidelity Investments, an estimated $91.8M added.
  • The largest SS&C Technologies seller in Q3 2025 was BlackRock, an estimated $91.2M sold.

Based on aggregated 13F filings for Q3 2025.