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SS&C Technologies

743 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, 269 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:

6% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 253

0% more capital invested

Capital invested by funds: $18B → $18.1B (+$71.5M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

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