PLUS icon

ePlus
PLUS

Overview Fund Activity

246 hedge funds and large institutions have $1.84B invested in ePlus in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
102
Reduced
75
Closed
30
Calls
$238K
Puts
–
Net Calls
+$238K
Net Calls Change
-$304K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$27.9M
2
RRAM
2
River Road Asset Management
Kentucky
$105M
3
NL
3
Nuveen LLC
North Carolina
$14.9M
4
Swedbank
4
Swedbank
Sweden
$32.4M
5
Ameriprise
5
Ameriprise
Minnesota
$14.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$31.2M
2
Millennium Management
2
Millennium Management
New York
$0
3
BlackRock
3
BlackRock
New York
$288M
4
Victory Capital Management
4
Victory Capital Management
Texas
$7.05M
5
GC
5
Gobi Capital
California
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$2.74K 38 +38 New
BIA
227
Bell Investment Advisors
California
$2.52K 35 -17 -33%
HFS
228
Hantz Financial Services
Michigan
$2K 23 +23 New
AF
229
Allworth Financial
California
$1.8K 25 +12 +92%
CIAM
230
Caitong International Asset Management
Hong Kong
$1.73K 24 +22 +1,100%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1.66K 23 -3 -12%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.3K 18 – –
CT
233
Clearstead Trust
Maine
$1.3K 18 +18 New
AAP
234
Arax Advisory Partners
Colorado
$1.23K 17 – –
TPWA
235
Twin Peaks Wealth Advisors
California
$1.01K 14 +14 New
S
236
SignatureFD
Georgia
$1.01K 14 -37 -73%
PMAM
237
Picton Mahoney Asset Management
Ontario, Canada
$1K 13 – –
AGWCA
238
Annis Gardner Whiting Capital Advisors
Florida
$866 12 +12 New
NFSG
239
Newbridge Financial Services Group
Florida
$721 10 – –
CA
240
Clearstead Advisors
Ohio
$721 10 +10 New
TWD
241
True Wealth Design
Ohio
$505 7 -51 -88%
LFG
242
Larson Financial Group
Missouri
$361 5 – –
AWM
243
Abound Wealth Management
Tennessee
$145 2 – –
FFO
244
Fortitude Family Office
Arizona
$144 2 +2 New
SIC
245
SJS Investment Consulting
Ohio
$73 1 -1 -50%
RWM
246
Rialto Wealth Management
New York
$73 1 +1 New
SS
247
SBI Securities
Japan
$72 1 – –
Millennium Management
248
Millennium Management
New York
– – -226,399 Closed
PFC
249
Phocas Financial Corp
California
– – -68,642 Closed
TC
250
TwinBeech Capital
New York
– – -53,284 Closed
8 9
10
11 12