260 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, 80 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.62% less ownership

Funds ownership: 97.06%96.44% (-0.62%)

1% less capital invested

Capital invested by funds: $1.84B → $1.82B (-$21.2M)

12% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 91

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.37M
Puts
$220K
Net Calls
Net Calls Change

Top Sellers

1 -$28.7M
2 -$12.6M
3 -$5.68M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.37M
5
BlackRock
BlackRock
New York
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$6.25K
WANY
227
Wealthspire Advisors (New York)
New York
$5.82K
TWC
228
TD Waterhouse Canada
Ontario, Canada
$5.75K
GRP
229
Global Retirement Partners
California
$5.04K
IA
230
IFP Advisors
Florida
$4.26K
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$4.12K
CA
232
CoreCap Advisors
Michigan
$3.83K
CFG
233
Clayton Financial Group
Missouri
$3.83K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$3.48K
AF
235
Allworth Financial
California
$3.27K
RIL
236
Rothschild Investment LLC
Illinois
$3.19K
CA
237
Clearstead Advisors
Ohio
$2.56K
PA
238
Parallel Advisors
California
$2.41K
BIA
239
Bell Investment Advisors
California
$1.99K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$1.85K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$1.64K
ASN
242
Advisory Services Network
Georgia
$1.63K
JSAM
243
J. Safra Asset Management
New York
$1.42K
Jones Financial Companies
244
Jones Financial Companies
Missouri
$1.36K
CT
245
Clearstead Trust
Maine
$1.28K
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.28K
S
247
SignatureFD
Georgia
$1.28K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
TWD
249
True Wealth Design
Ohio
$995
AGWCA
250
Annis Gardner Whiting Capital Advisors
Florida
$853