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SS&C Technologies

757 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $11.3M

63% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 70

5% more funds holding

Funds holding: 722757 (+35)

1.79% more ownership

Funds ownership: 83.13%84.92% (+1.8%)

7% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$92.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
757
Holders Change
+35
Holders Change %
+4.85%
% of All Funds
9.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.16%
New
114
Increased
272
Reduced
254
Closed
70
Calls
$40.6M
Puts
$11.3M
Net Calls
+$29.3M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$2.88K
SFS
702
Sunrise Financial Services
Washington
$2.71K +$2.64K +31 New
HPC
703
HM Payson & Co
Maine
$2.54K
CH
704
Cromwell Holdings
Wyoming
$2.54K
TCM
705
TD Capital Management
Tennessee
$2.49K
AWM
706
Abound Wealth Management
Tennessee
$2.38K
SC
707
SouthState Corp
Florida
$2.36K -$256 -3 -10%
BHWM
708
Bay Harbor Wealth Management
Maryland
$2.27K +$1.02K +12 +86%
RA
709
Ransom Advisory
Rhode Island
$2.19K
KG
710
Kilter Group
New York
$2.1K +$2.05K +24 New
SL
711
Salomon & Ludwin
Virginia
$2.03K -$9.63K -113 -83%
FHC
712
First Horizon Corporation
Tennessee
$2.01K +$1.96K +23 New
AW
713
Avion Wealth
Texas
$2K -$1.02K -12 -34%
HFS
714
Hughes Financial Services
Virginia
$1.92K +$85 +1 +5%
CA
715
CoreCap Advisors
Michigan
$1.92K +$1.11K +13 +144%
RS
716
Rakuten Securities
Japan
$1.75K
AP
717
Aspect Partners
Virginia
$1.66K
CFM
718
Cornerstone Financial Management
Massachusetts
$1.49K +$1.45K +17 New
SIS
719
Sound Income Strategies
Florida
$1.46K +$1.45K +17 New
S
720
Sachetta
Massachusetts
$1.4K -$2.05K -24 -60%
TCM
721
Triumph Capital Management
Colorado
$1.4K +$1.36K +16 New
MCM
722
Manchester Capital Management
Vermont
$1.31K
PMAM
723
Picton Mahoney Asset Management
Ontario, Canada
$1.31K
HIA
724
HFM Investment Advisors
New Jersey
$1.14K
1CP
725
1015 Capital Partners
Pennsylvania
$1.14K +$1.11K +13 New