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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
TWD
251
True Wealth Design
Ohio
$995 +$494 +7 +100%
AGWCA
252
Annis Gardner Whiting Capital Advisors
Florida
$853
SS
253
Sunbelt Securities
Texas
$781 +$776 +11 New
NFSG
254
Newbridge Financial Services Group
Florida
$710
AWM
255
Abound Wealth Management
Tennessee
$143
FFO
256
Fortitude Family Office
Arizona
$142
RWM
257
Rialto Wealth Management
New York
$72
SIC
258
SJS Investment Consulting
Ohio
$72
LSA
259
Leonteq Securities AG
Switzerland
$71
SS
260
SBI Securities
Japan
$71
Lazard Asset Management
261
Lazard Asset Management
New York
-$2.3M -31,946 Closed
LK
262
Lumbard & Kellner
New Hampshire
-$1.8M -24,970 Closed
Marshall Wace
263
Marshall Wace
United Kingdom
-$1.58M -21,926 Closed
Squarepoint
264
Squarepoint
New York
-$1.27M -17,668 Closed
ETC
265
Exchange Traded Concepts
Oklahoma
-$1.21M -16,835 Closed
ACM
266
Aquatic Capital Management
Illinois
-$1.03M -14,226 Closed
N
267
Natixis
France
-$865K -12,000 Closed
State of Wisconsin Investment Board
268
State of Wisconsin Investment Board
Wisconsin
-$834K -11,570 Closed
NRD
269
Nebula Research & Development
New York
-$831K -11,519 Closed
VI
270
Versor Investments
New York
-$549K -7,620 Closed
QC
271
Quadrature Capital
United Kingdom
-$544K -7,541 Closed
DTL
272
Dynamic Technology Lab
Singapore
-$494K -6,852 Closed
IWC
273
Integrated Wealth Concepts
Massachusetts
-$468K -6,487 Closed
Voloridge Investment Management
274
Voloridge Investment Management
Florida
-$466K -6,461 Closed
B
275
Bailard
California
-$440K -6,100 Closed