269 hedge funds and large institutions have $2.21B invested in ePlus in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 33 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 96.44%95.42% (-1%)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

Holders
269
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
$1.14M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
251
Legacy Wealth Management (Idaho)
Idaho
$1.75K
S
252
SignatureFD
Georgia
$1.58K
TM
253
Torren Management
California
$1.49K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$1.4K
TWD
255
True Wealth Design
Ohio
$1.32K
AGWCA
256
Annis Gardner Whiting Capital Advisors
Florida
$1.05K
SS
257
Sunbelt Securities
Texas
$965
NFSG
258
Newbridge Financial Services Group
Florida
$877
SC
259
Solstein Capital
California
$702
AW
260
Ankerstar Wealth
Texas
$526
FHA
261
Flagship Harbor Advisors
Massachusetts
$439
KFAS
262
Keating Financial Advisory Services
Kansas
$351
AWM
263
Abound Wealth Management
Tennessee
$176
GWM
264
Gilpin Wealth Management
Colorado
$176
FFO
265
Fortitude Family Office
Arizona
$88
SS
266
SBI Securities
Japan
$88
LSA
267
Leonteq Securities AG
Switzerland
$88
SIC
268
SJS Investment Consulting
Ohio
$88
RWM
269
Rialto Wealth Management
New York
$88
GC
270
Gobi Capital
California
Jacobs Levy Equity Management
271
Jacobs Levy Equity Management
New Jersey
Federated Hermes
272
Federated Hermes
Pennsylvania
ECM
273
ExodusPoint Capital Management
New York
AAF
274
Andra AP-fonden
Sweden
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada