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SS&C Technologies

719 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

10% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 258

1.87% less ownership

Funds ownership: 84.92%83.05% (-1.9%)

5% less funds holding

Funds holding: 758719 (-39)

20% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
719
Holders Change
-39
Holders Change %
-5.15%
% of All Funds
8.8%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
103
Increased
283
Reduced
258
Closed
129
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
701
Bare Financial Services
Pennsylvania
$473 -$4.3K -56 -89%
LWMI
702
Legacy Wealth Management (Idaho)
Idaho
$473
NSIM
703
North Star Investment Management
Illinois
$473 +$77 +1 +17%
BIM
704
Breakwater Investment Management
Washington
$473 +$538 +7 New
ACA
705
American Capital Advisory
Idaho
$406 -$231 -3 -33%
CW
706
Curio Wealth
Maryland
$405 +$461 +6 New
SA
707
Seneschal Advisors
Washington
$338 -$77 -1 -17%
ECA
708
Elevated Capital Advisors
Utah
$338
WIM
709
Westside Investment Management
California
$338
SWM
710
SHP Wealth Management
Massachusetts
$338 +$384 +5 New
CCWM
711
Cassaday & Co Wealth Management
Virginia
$271 +$308 +4 New
RJA
712
Ross\Johnson & Associates
Minnesota
$270
LHEI
713
Leo H. Evart Inc
California
$146 +$154 +2 New
VFM
714
Vision Financial Markets
Connecticut
$138
DFA
715
DHJJ Financial Advisors
Illinois
$136
RWM
716
Raffa Wealth Management
District of Columbia
$135 +$154 +2 New
TFM
717
TFC Financial Management
Massachusetts
$68
TFA
718
Toth Financial Advisory
Virginia
$68
Norges Bank
719
Norges Bank
Norway
-$243M -2,777,920 Closed
Capital International Investors
720
Capital International Investors
California
-$98.1M -1,121,718 Closed
SIG
721
Senator Investment Group
New York
-$90.5M -1,035,193 Closed
SCM
722
Shapiro Capital Management
Georgia
-$25.3M -288,959 Closed
SFI
723
Susquehanna Fundamental Investments
Pennsylvania
-$24.7M -282,928 Closed
VIM
724
Vinva Investment Management
Australia
-$23.7M -267,781 Closed
CPC
725
Cookson Peirce & Co
Pennsylvania
-$19.8M -226,658 Closed

SSNC Hedge Fund Activity: Q1 2026 in Review

719 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q1 2026, worth a combined $13.6B — down 25% from $18.1B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of SSNC and 103 opened new positions — a net loss of 26 holders — while 258 trimmed existing stakes and 283 added.

The largest buyer was Citadel Advisors, adding an estimated $371M. The largest seller was BlackRock, cutting an estimated $596M.

  • 719 institutional investors held SS&C Technologies (SSNC) as of Q1 2026, down from 758 in Q4 2025.
  • Funds reported $13.6B of SS&C Technologies stock for Q1 2026, down 25% quarter-over-quarter.
  • 103 funds opened new SS&C Technologies positions in Q1 2026 and 129 closed out, a net change of -26 holders.
  • The largest SS&C Technologies buyer in Q1 2026 was Citadel Advisors, an estimated $371M added.
  • The largest SS&C Technologies seller in Q1 2026 was BlackRock, an estimated $596M sold.

Based on aggregated 13F filings for Q1 2026.