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SS&C Technologies

712 hedge funds and large institutions have $13.5B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 129

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

26% less capital invested

Capital invested by funds: $18.1B → $13.5B (-$4.64B)

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.3M
Puts
$27.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
751
Forum Financial Management
Illinois
FA
752
Fedenia Advisers
Wisconsin
SWM
753
Salvus Wealth Management
New Jersey
BFG
754
Beacon Financial Group
Texas
JSC
755
Jackson Square Capital
California
YC
756
Yarbrough Capital
Tennessee
TCA
757
Transcend Capital Advisors
New Jersey
GCM
758
Graham Capital Management
Connecticut
BCI
759
Brinker Capital Investments
Pennsylvania
GVCM
760
Global View Capital Management
Wisconsin
CI Investments Inc
761
CI Investments Inc
Ontario, Canada
LCGC
762
Legacy Capital Group California
California
HH
763
Hilltop Holdings
Texas
ACGA
764
Atlanta Consulting Group Advisors
Georgia
AW
765
Alteri Wealth
California
BPWM
766
BCS Private Wealth Management
New Jersey
Lido Advisors
767
Lido Advisors
California
OCA
768
OpenArc Corporate Advisory
Georgia
BPAMU
769
BTG Pactual Asset Management US
New York
CIA
770
Concurrent Investment Advisors
Florida
SAM
771
Sagewood Asset Management
New York
GPWM
772
Grant Private Wealth Management
California
FFP
773
FourThought Financial Partners
Florida
EFG
774
Everhart Financial Group
Ohio
AFGAS
775
Allegiance Financial Group Advisory Services
Virginia