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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
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$2.19K -$83 -1 -4%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$2.02K
JSAM
253
J. Safra Asset Management
New York
$1.75K
LWMI
254
Legacy Wealth Management (Idaho)
Idaho
$1.75K +$1.65K +20 New
S
255
SignatureFD
Georgia
$1.58K
TM
256
Torren Management
California
$1.49K +$1.4K +17 New
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.4K -$165 -2 -11%
TWD
258
True Wealth Design
Ohio
$1.32K +$83 +1 +7%
AGWCA
259
Annis Gardner Whiting Capital Advisors
Florida
$1.05K
SS
260
Sunbelt Securities
Texas
$965
NFSG
261
Newbridge Financial Services Group
Florida
$877
SC
262
Solstein Capital
California
$702 +$660 +8 New
AW
263
Ankerstar Wealth
Texas
$526 +$495 +6 New
FHA
264
Flagship Harbor Advisors
Massachusetts
$439 +$413 +5 New
KFAS
265
Keating Financial Advisory Services
Kansas
$351 +$330 +4 New
AWM
266
Abound Wealth Management
Tennessee
$176
GWM
267
Gilpin Wealth Management
Colorado
$176 +$165 +2 New
FFO
268
Fortitude Family Office
Arizona
$88 -$83 -1 -50%
LSA
269
Leonteq Securities AG
Switzerland
$88
RWM
270
Rialto Wealth Management
New York
$88
SS
271
SBI Securities
Japan
$88
SIC
272
SJS Investment Consulting
Ohio
$88
GC
273
Gobi Capital
California
-$19.7M -278,072 Closed
Jacobs Levy Equity Management
274
Jacobs Levy Equity Management
New Jersey
-$2.42M -34,012 Closed
Federated Hermes
275
Federated Hermes
Pennsylvania
-$2.12M -29,827 Closed