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272 hedge funds and large institutions have $2.21B invested in ePlus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $605K

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more capital invested

Capital invested by funds: $1.82B → $2.21B (+$388M)

4% more funds holding

Funds holding: 262272 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.06% less ownership

Funds ownership: 96.48%95.42% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
87
Reduced
100
Closed
35
Calls
$1.14M
Puts
$605K
Net Calls
+$535K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
226
SageView Advisory Group
California
$16K +$15K +182 New
PTC
227
Private Trust Company
Ohio
$15.6K +$7.42K +90 +102%
HFS
228
Hantz Financial Services
Michigan
$15K +$5.86K +71 +75%
Osaic Holdings
229
Osaic Holdings
Arizona
$14.5K -$64.8K -785 -83%
SL
230
Salomon & Ludwin
Virginia
$13.2K -$2.81K -34 -18%
AAP
231
Arax Advisory Partners
Colorado
$13.1K -$149K -1,807 -92%
C
232
Covestor
United Kingdom
$11K
EP
233
Essential Partners
California
$10.3K
HCA
234
Harbor Capital Advisors
Illinois
$10K -$165 -2 -2%
RFP
235
Root Financial Partners
California
$9.56K +$743 +9 +9%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$9.44K +$10.9K +132 New
PWMG
237
Private Wealth Management Group
New Jersey
$8.24K
AF
238
Allworth Financial
California
$6.49K +$2.31K +28 +61%
QL
239
Quarry LP
New York
$6.23K +$5.86K +71 New
CIAM
240
Caitong International Asset Management
Hong Kong
$5.44K +$5.12K +62 New
IA
241
IFP Advisors
Florida
$5.26K
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$5.03K
RIL
243
Rothschild Investment LLC
Illinois
$4.47K +$495 +6 +13%
SIS
244
Sound Income Strategies
Florida
$4.39K +$4.13K +50 New
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$4.3K
CA
246
CoreCap Advisors
Michigan
$3.68K -$990 -12 -22%
PA
247
Parallel Advisors
California
$3.16K +$165 +2 +6%
TBFA
248
Three Bearings Fiduciary Advisors
New Hampshire
$2.58K +$2.48K +30 New
BIA
249
Bell Investment Advisors
California
$2.46K
MAFA
250
MJT & Associates Financial Advisory
Minnesota
$2.46K +$2.31K +28 New