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SS&C Technologies

716 hedge funds and large institutions have $17.9B invested in SS&C Technologies in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 239 increasing their positions, 255 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.94% less ownership

Funds ownership: 83.64%82.69% (-0.94%)

6% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 255

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
716
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
WW
701
Winnow Wealth
Texas
$623
LWMI
702
Legacy Wealth Management (Idaho)
Idaho
$622
FC
703
Financial Consulate
Maryland
$533
SA
704
Seneschal Advisors
Washington
$533
Q1WB
705
Quest 10 Wealth Builders
Virginia
$488
WWA
706
Wealth Watch Advisors
Colorado
$444
TPBG
707
Turning Point Benefit Group
Maryland
$440
RJA
708
Ross\Johnson & Associates
Minnesota
$355
HWA
709
Heartwood Wealth Advisors
Virginia
$355
PWA
710
Physician Wealth Advisors
Utah
$180
VFM
711
Vision Financial Markets
Connecticut
$180
DFA
712
DHJJ Financial Advisors
Illinois
$178
HNW
713
High Note Wealth
Minnesota
$178
ACA
714
American Capital Advisory
Idaho
$178
TFM
715
TFC Financial Management
Massachusetts
$89
AWM
716
Activest Wealth Management
Florida
$89
Norges Bank
717
Norges Bank
Norway
Capital Research Global Investors
718
Capital Research Global Investors
California
PCH
719
Polar Capital Holdings
United Kingdom
BNP Paribas Asset Management
720
BNP Paribas Asset Management
France
LOAME
721
Lombard Odier Asset Management (Europe)
United Kingdom
ECM
722
ExodusPoint Capital Management
New York
FFM
723
Fisher Funds Management
New Zealand
RCA
724
Roberts Capital Advisors
Colorado
WLG
725
Williamson Legacy Group
Indiana