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SS&C Technologies

719 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, 240 increasing their positions, 256 reducing their positions, and 53 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:

0.53% less ownership

Funds ownership: 83.64%83.1% (-0.53%)

6% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 256

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
719
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 +$91.8M
2 +$91.1M
3 +$87.1M
4
Goldman Sachs
Goldman Sachs
New York
+$62.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$35.6M

Top Sellers

1 -$91.2M
2 -$81.3M
3 -$79.8M
4
Citigroup
Citigroup
New York
-$39.6M
5
UBS AM
UBS AM
Illinois
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
701
Quaker Wealth Management
New Jersey
$711
PG
702
Proffitt & Goodson
Tennessee
$711
RWS
703
Retirement Wealth Solutions
Wisconsin
$711
WW
704
Winnow Wealth
Texas
$623
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$622
FC
706
Financial Consulate
Maryland
$533
SA
707
Seneschal Advisors
Washington
$533
Q1WB
708
Quest 10 Wealth Builders
Virginia
$488
WWA
709
Wealth Watch Advisors
Colorado
$444
TPBG
710
Turning Point Benefit Group
Maryland
$440
RJA
711
Ross\Johnson & Associates
Minnesota
$355
HWA
712
Heartwood Wealth Advisors
Virginia
$355
PWA
713
Physician Wealth Advisors
Utah
$180
VFM
714
Vision Financial Markets
Connecticut
$180
HNW
715
High Note Wealth
Minnesota
$178
ACA
716
American Capital Advisory
Idaho
$178
DFA
717
DHJJ Financial Advisors
Illinois
$178
AWM
718
Activest Wealth Management
Florida
$89
TFM
719
TFC Financial Management
Massachusetts
$89
Norges Bank
720
Norges Bank
Norway
Capital Research Global Investors
721
Capital Research Global Investors
California
PCH
722
Polar Capital Holdings
United Kingdom
BNP Paribas Asset Management
723
BNP Paribas Asset Management
France
LOAME
724
Lombard Odier Asset Management (Europe)
United Kingdom
ECM
725
ExodusPoint Capital Management
New York