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262 hedge funds and large institutions have $1.82B invested in ePlus in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $220K

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

4% more funds holding

Funds holding: 251262 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 97.09%96.48% (-0.61%)

1% less capital invested

Capital invested by funds: $1.85B → $1.82B (-$21M)

10% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 91

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
82
Reduced
91
Closed
32
Calls
$1.37M
Puts
$220K
Net Calls
+$1.15M
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$6.67K
PS
227
Principal Securities
Iowa
$6.53K +$2.4K +34 +59%
PTC
228
Private Trust Company
Ohio
$6.25K +$6.21K +88 New
WANY
229
Wealthspire Advisors (New York)
New York
$5.82K +$5.78K +82 New
TWC
230
TD Waterhouse Canada
Ontario, Canada
$5.75K +$2.89K +41 +105%
GRP
231
Global Retirement Partners
California
$5.04K +$2.33K +33 +87%
IA
232
IFP Advisors
Florida
$4.26K -$282 -4 -6%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$4.12K
CFG
234
Clayton Financial Group
Missouri
$3.83K +$3.81K +54 New
CA
235
CoreCap Advisors
Michigan
$3.83K +$3.81K +54 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$3.48K
AF
237
Allworth Financial
California
$3.27K +$1.48K +21 +84%
RIL
238
Rothschild Investment LLC
Illinois
$3.19K
CA
239
Clearstead Advisors
Ohio
$2.56K +$1.83K +26 +260%
PA
240
Parallel Advisors
California
$2.41K -$282 -4 -11%
BIA
241
Bell Investment Advisors
California
$1.99K -$494 -7 -20%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$1.85K +$1.83K +26 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.64K
ASN
244
Advisory Services Network
Georgia
$1.63K +$1.62K +23 New
JSAM
245
J. Safra Asset Management
New York
$1.42K -$6.91K -98 -83%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$1.36K -$11.1K -158 -89%
CT
247
Clearstead Trust
Maine
$1.28K
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$1.28K
S
249
SignatureFD
Georgia
$1.28K +$282 +4 +29%
PMAM
250
Picton Mahoney Asset Management
Ontario, Canada
$1K