We are live on ! Find out more

281 hedge funds and large institutions have $1.91B invested in ePlus in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 83

11% more call options, than puts

Call options by funds: $241K | Put options by funds: $218K

3% more funds holding

Funds holding: 272281 (+9)

0.89% more ownership

Funds ownership: 95.42%96.3% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $2.21B → $1.91B (-$300M)

Holders
281
Holders Change
+9
Holders Change %
+3.31%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
99
Reduced
83
Closed
32
Calls
$241K
Puts
$218K
Net Calls
+$23K
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$3.31K +$2.13K +26 +144%
WTC
252
WhitTier Trust Company
Nevada
$2.95K +$3.12K +38 New
JSAM
253
J. Safra Asset Management
New York
$2.86K +$1.48K +18 +90%
PA
254
Parallel Advisors
California
$2.71K
Optiver Holding
255
Optiver Holding
Netherlands
$2.71K +$2.95K +36 New
MAFA
256
MJT & Associates Financial Advisory
Minnesota
$2.33K +$246 +3 +11%
TBFA
257
Three Bearings Fiduciary Advisors
New Hampshire
$2.26K
BIA
258
Bell Investment Advisors
California
$2.11K
KFAS
259
Keating Financial Advisory Services
Kansas
$1.88K +$1.72K +21 +525%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$1.81K -$82 -1 -4%
PFBT
261
Parkside Financial Bank & Trust
Missouri
$1.73K
CTC
262
Central Trust Company
Missouri
$1.5K +$1.64K +20 New
TM
263
Torren Management
California
$1.28K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.2K
Simplex Trading
265
Simplex Trading
Illinois
$1.2K +$1.31K +16 New
TWD
266
True Wealth Design
Ohio
$1.13K
LWMI
267
Legacy Wealth Management (Idaho)
Idaho
$979 -$574 -7 -35%
PMAM
268
Picton Mahoney Asset Management
Ontario, Canada
$978 -$830K -10,120 -100%
AGWCA
269
Annis Gardner Whiting Capital Advisors
Florida
$903
IWS
270
Intentional Wealth Strategies
Colorado
$903 +$984 +12 New
SS
271
Sunbelt Securities
Texas
$828
CFO
272
CVA Family Office
Colorado
$677 +$738 +9 New
AW
273
Ankerstar Wealth
Texas
$452
RF
274
Rossby Financial
Florida
$381 +$410 +5 New
AWM
275
Abound Wealth Management
Tennessee
$151