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SS&C Technologies

720 hedge funds and large institutions have $12.5B invested in SS&C Technologies in 2026 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 291 increasing their positions, 256 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 81

18% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $6.7M

14% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 256

0.84% more ownership

Funds ownership: 83.05%83.89% (+0.84%)

0% more funds holding

Funds holding: 719720 (+1)

8% less capital invested

Capital invested by funds: $13.6B → $12.5B (-$1.03B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
720
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
8.7%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
96
Increased
291
Reduced
256
Closed
81
Calls
$7.88M
Puts
$6.7M
Net Calls
+$1.17M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
776
Tompkins Financial
New York
-$10.5K -155 Closed
GTAM
777
Global Trust Asset Management
Florida
-$8.65K -128 Closed
BW
778
Basepoint Wealth
Iowa
-$7.25K -107 Closed
DJSG
779
D.J. St. Germain
Massachusetts
-$6.69K -99 Closed
DI
780
DAGCO Inc
Ohio
-$6.28K -93 Closed
TPWA
781
Twin Peaks Wealth Advisors
California
-$4.93K -73 Closed
WAG
782
Wilkerson Advisory Group
Missouri
-$4.66K -69 Closed
DWM
783
Dogwood Wealth Management
Kansas
-$4.26K -63 Closed
CT
784
Colonial Trust
South Carolina
-$3.92K -58 Closed
S
785
Sachetta
Massachusetts
-$3.85K -57 Closed
IWS
786
Intentional Wealth Strategies
Colorado
-$2.77K -41 Closed
AFG
787
Albion Financial Group
Utah
-$2.7K -40 Closed
UFPG
788
United Financial Planning Group
New York
-$2.3K -34 Closed
AWM
789
Abound Wealth Management
Tennessee
-$1.82K -27 Closed
AP
790
Aspect Partners
Virginia
-$1.28K -19 Closed
VWM
791
Vermillion Wealth Management
Minnesota
-$811 -12 Closed
RWS
792
Retirement Wealth Solutions
Wisconsin
-$541 -8 Closed
TWM
793
TopTier Wealth Management
Wisconsin
-$541 -8 Closed
BFS
794
Bare Financial Services
Pennsylvania
-$473 -7 Closed
LWMI
795
Legacy Wealth Management (Idaho)
Idaho
-$473 -7 Closed
NSIM
796
North Star Investment Management
Illinois
-$473 -7 Closed
CW
797
Curio Wealth
Maryland
-$405 -6 Closed
WIM
798
Westside Investment Management
California
-$338 -5 Closed
CCWM
799
Cassaday & Co Wealth Management
Virginia
-$271 -4 Closed
TFA
800
Toth Financial Advisory
Virginia
-$68 -1 Closed

SSNC Hedge Fund Activity: Q2 2026 in Review

720 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in SS&C Technologies (SSNC) for Q2 2026, worth a combined $12.5B — down 7.6% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SSNC positions and 81 closed out — a net gain of 15 holders — while 291 added to existing stakes and 256 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $220M. The largest seller was Cantillon Capital Management, cutting an estimated $243M.

  • 720 institutional investors held SS&C Technologies (SSNC) as of Q2 2026, up from 719 in Q1 2026.
  • Funds reported $12.5B of SS&C Technologies stock for Q2 2026, down 7.6% quarter-over-quarter.
  • 96 funds opened new SS&C Technologies positions in Q2 2026 and 81 closed out, a net change of +15 holders.
  • The largest SS&C Technologies buyer in Q2 2026 was AQR Capital Management, an estimated $220M added.
  • The largest SS&C Technologies seller in Q2 2026 was Cantillon Capital Management, an estimated $243M sold.

Based on aggregated 13F filings for Q2 2026.