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SS&C Technologies

744 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 270 increasing their positions, 253 reducing their positions, and 69 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 ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$72.6M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.6M
Puts
$11.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
726
North Star Investment Management
Illinois
$525
Q1WB
727
Quest 10 Wealth Builders
Virginia
$481
WW
728
Winnow Wealth
Texas
$440
PWA
729
Principia Wealth Advisory
Texas
$437
TPBG
730
Turning Point Benefit Group
Maryland
$437
WWA
731
Wealth Watch Advisors
Colorado
$437
WIM
732
Westside Investment Management
California
$437
ECA
733
Elevated Capital Advisors
Utah
$437
RJA
734
Ross\Johnson & Associates
Minnesota
$350
VFM
735
Vision Financial Markets
Connecticut
$177
PWA
736
Physician Wealth Advisors
Utah
$177
DFA
737
DHJJ Financial Advisors
Illinois
$175
HNW
738
High Note Wealth
Minnesota
$175
TFM
739
TFC Financial Management
Massachusetts
$88
TFA
740
Toth Financial Advisory
Virginia
$88
SSG
741
Summit Securities Group
New York
$87
AWM
742
Activest Wealth Management
Florida
$87
Walleye Capital
743
Walleye Capital
New York
$87
Optiver Holding
744
Optiver Holding
Netherlands
$87
VVP
745
Vulcan Value Partners
Alabama
VCA
746
Verdence Capital Advisors
Maryland
PCM
747
Philosophy Capital Management
California
EP
748
Edgestream Partners
New Jersey
CCS
749
Concentric Capital Strategies
Connecticut
Capstone Investment Advisors
750
Capstone Investment Advisors
New York