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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
OP
726
ORG Partners
Indiana
$1.14K +$1.11K +13 New
SS
727
SBI Securities
Japan
$1.05K -$2.05K -24 -67%
MCM
728
MV Capital Management
Maryland
$875
QWM
729
Quaker Wealth Management
New Jersey
$875 +$171 +2 +25%
ACA
730
American Capital Advisory
Idaho
$787 +$597 +7 +350%
SRCM
731
Signature Resources Capital Management
California
$787 +$767 +9 New
ZBNA
732
Zions Bancorporation, National Association
Utah
$787 +$767 +9 New
LWMI
733
Legacy Wealth Management (Idaho)
Idaho
$612
DWM
734
Dogwood Wealth Management
Kansas
$612 +$597 +7 New
OC
735
Optima Capital
Oregon
$612 +$597 +7 New
FC
736
Financial Consulate
Maryland
$525
SA
737
Seneschal Advisors
Washington
$525
NSIM
738
North Star Investment Management
Illinois
$525 +$512 +6 New
Q1WB
739
Quest 10 Wealth Builders
Virginia
$481
WW
740
Winnow Wealth
Texas
$440 -$171 -2 -29%
PWA
741
Principia Wealth Advisory
Texas
$437 -$597 -7 -58%
TPBG
742
Turning Point Benefit Group
Maryland
$437
WWA
743
Wealth Watch Advisors
Colorado
$437
ECA
744
Elevated Capital Advisors
Utah
$437 +$426 +5 New
WIM
745
Westside Investment Management
California
$437 +$426 +5 New
RJA
746
Ross\Johnson & Associates
Minnesota
$350
PWA
747
Physician Wealth Advisors
Utah
$177
VFM
748
Vision Financial Markets
Connecticut
$177
DFA
749
DHJJ Financial Advisors
Illinois
$175
HNW
750
High Note Wealth
Minnesota
$175