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SS&C Technologies

755 hedge funds and large institutions have $18.1B invested in SS&C Technologies in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 272 increasing their positions, 254 reducing their positions, and 70 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: 272 | Existing positions reduced: 254

1% more capital invested

Capital invested by funds: $18B → $18.1B (+$96.7M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
755
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
MCM
726
MV Capital Management
Maryland
$875
QWM
727
Quaker Wealth Management
New Jersey
$875
ACA
728
American Capital Advisory
Idaho
$787
ZBNA
729
Zions Bancorporation, National Association
Utah
$787
SRCM
730
Signature Resources Capital Management
California
$787
LWMI
731
Legacy Wealth Management (Idaho)
Idaho
$612
OC
732
Optima Capital
Oregon
$612
DWM
733
Dogwood Wealth Management
Kansas
$612
SA
734
Seneschal Advisors
Washington
$525
FC
735
Financial Consulate
Maryland
$525
NSIM
736
North Star Investment Management
Illinois
$525
Q1WB
737
Quest 10 Wealth Builders
Virginia
$481
WW
738
Winnow Wealth
Texas
$440
PWA
739
Principia Wealth Advisory
Texas
$437
TPBG
740
Turning Point Benefit Group
Maryland
$437
WWA
741
Wealth Watch Advisors
Colorado
$437
ECA
742
Elevated Capital Advisors
Utah
$437
WIM
743
Westside Investment Management
California
$437
RJA
744
Ross\Johnson & Associates
Minnesota
$350
VFM
745
Vision Financial Markets
Connecticut
$177
PWA
746
Physician Wealth Advisors
Utah
$177
HNW
747
High Note Wealth
Minnesota
$175
DFA
748
DHJJ Financial Advisors
Illinois
$175
NL
749
NorthAvenue LLC
Ohio
$175
TFM
750
TFC Financial Management
Massachusetts
$88