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SS&C Technologies

717 hedge funds and large institutions have $13.6B invested in SS&C Technologies in 2026 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 282 increasing their positions, 258 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $27.9M

9% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 258

1.9% less ownership

Funds ownership: 84.92%83.02% (-1.9%)

5% less funds holding

Funds holding: 757717 (-40)

20% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 128

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less capital invested

Capital invested by funds: $18.1B → $13.6B (-$4.55B)

Holders
717
Holders Change
-40
Holders Change %
-5.28%
% of All Funds
8.83%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
102
Increased
282
Reduced
258
Closed
128
Calls
$40.3M
Puts
$27.9M
Net Calls
+$12.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
776
Grant Private Wealth Management
California
-$267K -3,054 Closed
FFP
777
FourThought Financial Partners
Florida
-$265K -3,029 Closed
EFG
778
Everhart Financial Group
Ohio
-$253K -2,889 Closed
AFGAS
779
Allegiance Financial Group Advisory Services
Virginia
-$252K -2,882 Closed
LAM
780
Longboard Asset Management
Arizona
-$251K -2,869 Closed
BFO
781
Boston Family Office
Massachusetts
-$248K -2,840 Closed
CAM
782
Claret Asset Management
Quebec, Canada
-$245K -2,798 Closed
PCP
783
Perbak Capital Partners
United Kingdom
-$245K -2,798 Closed
CWA
784
CM Wealth Advisors
Ohio
-$240K -2,746 Closed
SC
785
Saiph Capital
New Jersey
-$239K -2,731 Closed
AHL
786
Abel Hall LLC
Louisiana
-$236K -2,700 Closed
Two Sigma Advisers
787
Two Sigma Advisers
New York
-$236K -2,700 Closed
CGH
788
Crossmark Global Holdings
Texas
-$236K -2,698 Closed
PP
789
Prudential plc
United Kingdom
-$235K -2,692 Closed
LWL
790
Leo Wealth LLC
Texas
-$233K -2,670 Closed
MIA
791
MeadowBrook Investment Advisors
Michigan
-$233K -2,670 Closed
CFO
792
Cambient Family Office
Michigan
-$231K -2,647 Closed
GSIS
793
Global Strategic Investment Solutions
Arizona
-$231K -2,643 Closed
GIA
794
Guyasuta Investment Advisors
Pennsylvania
-$231K -2,642 Closed
TP
795
Tranquility Partners
Tennessee
-$230K -2,633 Closed
WPC
796
Wedmont Private Capital
Pennsylvania
-$231K -2,616 Closed
SIG
797
Sky Investment Group
Connecticut
-$227K -2,600 Closed
KPPF
798
Klein Pavlis & Peasley Financial
California
-$223K -2,552 Closed
DIM
799
Delta Investment Management
California
-$222K -2,543 Closed
VDI
800
Vaughan David Investments
Illinois
-$220K -2,514 Closed