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241 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $731K | Put options by funds: $360K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 234241 (+7)

2.49% more ownership

Funds ownership: 95.72%98.21% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

24% less capital invested

Capital invested by funds: $2.53B → $1.92B (-$605M)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
28
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Parallel Advisors
California
$887 +$437 +5 +71%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$813 -$4.19K -48 -81%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$813
NFSG
229
Newbridge Financial Services Group
Florida
$739 +$873 +10 New
LC
230
Lindbrook Capital
California
$591
LIS
231
Legacy Investment Solutions
Idaho
$423 +$524 +6 New
LWMI
232
Legacy Wealth Management (Idaho)
Idaho
$423 +$524 +6 New
LFG
233
Larson Financial Group
Missouri
$369 -$26.8K -307 -98%
RIL
234
Rothschild Investment LLC
Illinois
$369 -$2.18K -25 -83%
T
235
Transce3nd
Texas
$222 +$262 +3 New
AWM
236
Abound Wealth Management
Tennessee
$148 -$175 -2 -50%
GFPC
237
Global Financial Private Client
Florida
$74 +$87 +1 New
IA
238
IFP Advisors
Florida
$74 +$87 +1 New
SS
239
SBI Securities
Japan
$74 +$87 +1 New
SIC
240
SJS Investment Consulting
Ohio
$74 +$87 +1 New
CI
241
CX Institutional
Indiana
-$3.26M -33,135 Closed
TI
242
Trexquant Investment
Connecticut
-$2.26M -23,010 Closed
DB
243
Danske Bank
Denmark
-$1.27M -12,930 Closed
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
-$1.04M -10,619 Closed
SGAM
245
Smith Group Asset Management
Texas
-$654K -6,650 Closed
TD Asset Management
246
TD Asset Management
Ontario, Canada
-$613K -6,200 Closed
I
247
InceptionR
California
-$563K -5,726 Closed
GC
248
Guggenheim Capital
Illinois
-$525K -5,339 Closed
ECM
249
Everence Capital Management
Indiana
-$448K -4,560 Closed
LFS
250
Legacy Financial Strategies
Kansas
-$373K -3,790 Closed