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ePlus
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251 hedge funds and large institutions have $1.85B invested in ePlus in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 103 increasing their positions, 77 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

34% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 77

18% more capital invested

Capital invested by funds: $1.56B → $1.85B (+$284M)

3% more funds holding

Funds holding: 243 → 251 (+8)

0.99% more ownership

Funds ownership: 96.09% → 97.09% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
251
Holders Change
+8
Holders Change %
+3.29%
% 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
41
Increased
103
Reduced
77
Closed
30
Calls
$238K
Puts
–
Net Calls
+$238K
Net Calls Change
-$304K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$25.5M
2
RRAM
River Road Asset Management
Kentucky
+$15.7M
3
N
Nuveen
North Carolina
+$9.33M
4
Swedbank
Swedbank
Sweden
+$8.22M
5
Ameriprise
Ameriprise
Minnesota
+$7.82M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.9M
2
Millennium Management
Millennium Management
New York
-$13.8M
3
BlackRock
BlackRock
New York
-$7.94M
4
Victory Capital Management
Victory Capital Management
Texas
-$6.64M
5
GC
Gobi Capital
California
-$6.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$2.78K -$2.83K -43 -52%
PA
227
Parallel Advisors
California
$2.74K -$197 -3 -7%
GRP
228
Global Retirement Partners
California
$2.74K +$2.5K +38 New
BIA
229
Bell Investment Advisors
California
$2.52K -$1.12K -17 -33%
HFS
230
Hantz Financial Services
Michigan
$2K +$1.51K +23 New
AF
231
Allworth Financial
California
$1.8K +$789 +12 +92%
CIAM
232
Caitong International Asset Management
Hong Kong
$1.73K +$1.45K +22 +1,100%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$1.66K -$197 -3 -12%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.3K – – –
CT
235
Clearstead Trust
Maine
$1.3K +$1.18K +18 New
AAP
236
Arax Advisory Partners
Colorado
$1.23K – – –
TPWA
237
Twin Peaks Wealth Advisors
California
$1.01K +$921 +14 New
S
238
SignatureFD
Georgia
$1.01K -$2.43K -37 -73%
PMAM
239
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AGWCA
240
Annis Gardner Whiting Capital Advisors
Florida
$866 +$789 +12 New
NFSG
241
Newbridge Financial Services Group
Florida
$721 – – –
CA
242
Clearstead Advisors
Ohio
$721 +$658 +10 New
TWD
243
True Wealth Design
Ohio
$505 -$3.35K -51 -88%
LFG
244
Larson Financial Group
Missouri
$361 – – –
AWM
245
Abound Wealth Management
Tennessee
$145 – – –
FFO
246
Fortitude Family Office
Arizona
$144 +$132 +2 New
SIC
247
SJS Investment Consulting
Ohio
$73 -$66 -1 -50%
RWM
248
Rialto Wealth Management
New York
$73 +$66 +1 New
LSA
249
Leonteq Securities AG
Switzerland
$72 – – –
SS
250
SBI Securities
Japan
$72 – – –
8 9
10
11 12

PLUS Hedge Fund Activity: Q2 2025 in Review

251 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ePlus (PLUS) for Q2 2025, worth a combined $1.85B — up 18% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PLUS positions and 30 closed out — a net gain of 11 holders — while 103 added to existing stakes and 77 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $25.5M. The largest seller was Wellington Management Group, cutting an estimated $22.9M.

  • 251 institutional investors held ePlus (PLUS) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.85B of ePlus stock for Q2 2025, up 18% quarter-over-quarter.
  • 41 funds opened new ePlus positions in Q2 2025 and 30 closed out, a net change of +11 holders.
  • The largest ePlus buyer in Q2 2025 was Silvercrest Asset Management, an estimated $25.5M added.
  • The largest ePlus seller in Q2 2025 was Wellington Management Group, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2025.