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234 hedge funds and large institutions have $2.53B invested in ePlus in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $334K

35% more capital invested

Capital invested by funds: $1.87B → $2.53B (+$656M)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 228234 (+6)

1.34% more ownership

Funds ownership: 94.39%95.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
77
Reduced
85
Closed
27
Calls
$1.62M
Puts
$334K
Net Calls
+$1.29M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$158K +$88.8K +1,009 +170%
Amundi
177
Amundi
France
$155K
SPIA
178
Steward Partners Investment Advisory
New York
$129K +$9.41K +107 +9%
AAM
179
Advisors Asset Management
Colorado
$110K +$30.1K +342 +44%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$104K -$143K -1,622 -60%
KBC Group
181
KBC Group
Belgium
$91K
HNB
182
Huntington National Bank
Ohio
$84.6K +$1.58K +18 +2%
QCG
183
Quadrant Capital Group
Ohio
$79.7K
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$75.9K +$67.9K +772 New
CFM
185
Catalyst Funds Management
Australia
$68.8K +$26.4K +300 +75%
OC
186
Oarsman Capital
Wisconsin
$65.7K +$58.8K +668 New
SFCL
187
Strengthening Families & Communities LLC
Massachusetts
$42.9K
GI
188
GAMMA Investing
California
$37K +$22.2K +252 +203%
Citadel Advisors
189
Citadel Advisors
Florida
$32.9K -$5.78M -65,682 -99%
LFG
190
Larson Financial Group
Missouri
$30.7K +$27K +307 +6,140%
EWA
191
EverSource Wealth Advisors
Alabama
$26.6K
AIM
192
Anchor Investment Management
South Carolina
$24.6K
RA
193
Rise Advisors
New York
$20.5K
CA
194
CoreCap Advisors
Michigan
$19.7K +$17.6K +200 New
VCM
195
Versant Capital Management
Arizona
$19.6K +$968 +11 +6%
SAM
196
Smartleaf Asset Management
Massachusetts
$17.7K +$5.89K +67 +60%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$15.1K +$616 +7 +5%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$14.9K
C
199
Covestor
United Kingdom
$14K +$792 +9 +6%
US Bancorp
200
US Bancorp
Minnesota
$12.5K +$4.93K +56 +79%