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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
GC
251
Globeflex Capital
California
-$327K -3,328 Closed
BFM
252
Boothbay Fund Management
New York
-$318K -3,230 Closed
VPIM
253
Vanguard Personalized Indexing Management
California
-$282K -2,865 Closed
CIP
254
Cornerstone Investment Partners
Georgia
-$238K -2,419 Closed
IA
255
Inspire Advisors
Idaho
-$227K -2,306 Closed
Acadian Asset Management
256
Acadian Asset Management
Massachusetts
-$210K -2,136 Closed
RGF
257
Retirement Guys Formula
Ohio
-$203K -2,063 Closed
AI
258
Atria Investments
North Carolina
-$202K -2,055 Closed
CFM
259
Catalyst Funds Management
Australia
-$68.8K -700 Closed
SFCL
260
Strengthening Families & Communities LLC
Massachusetts
-$42.9K -436 Closed
Citadel Advisors
261
Citadel Advisors
Florida
-$29.3K -335 Closed
CPA
262
Capital Performance Advisors
California
-$7.28K -74 Closed
FHA
263
First Horizon Advisors
Tennessee
-$4.52K -46 Closed
BBHC
264
Brown Brothers Harriman & Co
New York
-$1.57K -16 Closed
BTI
265
Blue Trust Inc
Georgia
-$884 -12 Closed
HI
266
Horizon Investments
North Carolina
-$885 -9 Closed
MFG
267
Mendota Financial Group
Wisconsin
-$197 -2 Closed
TWD
268
True Wealth Design
Ohio
-$99 -1 Closed
HWM
269
Hemington Wealth Management
Virginia
+$175 +2 +200%