We are live on ! Find out more

241 hedge funds and large institutions have $1.92B invested in ePlus in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $731K | Put options by funds: $360K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 234241 (+7)

2.49% more ownership

Funds ownership: 95.72%98.21% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 92

24% less capital invested

Capital invested by funds: $2.53B → $1.92B (-$605M)

Holders
241
Holders Change
+7
Holders Change %
+2.99%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
73
Reduced
92
Closed
28
Calls
$731K
Puts
$360K
Net Calls
+$371K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
176
Amundi
France
$94K -$29.2K -334 -21%
QC
177
Quent Capital
New York
$93.7K +$111K +1,268 New
HNB
178
Huntington National Bank
Ohio
$86.3K +$26.9K +308 +36%
AAM
179
Advisors Asset Management
Colorado
$82.8K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$78.5K +$175 +2 +0.2%
LSA
181
Leonteq Securities AG
Switzerland
$69.5K +$82.2K +941 New
MAM
182
Meeder Asset Management
Ohio
$60.9K +$72K +824 New
QCG
183
Quadrant Capital Group
Ohio
$59.8K
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.5K +$65.1K +745 New
TRCT
185
Tower Research Capital (TRC)
New York
$58.5K -$160K -1,832 -70%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$53K -$77.7K -890 -56%
OC
187
Oarsman Capital
Wisconsin
$52.5K +$3.67K +42 +6%
QL
188
Quarry LP
New York
$34.9K +$37.6K +430 +1,000%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$31.1K +$26.5K +303 +257%
SAM
190
Smartleaf Asset Management
Massachusetts
$25K +$14.2K +163 +91%
SPIA
191
Steward Partners Investment Advisory
New York
$24.2K -$86K -985 -75%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$19.1K -$44.9K -514 -67%
AIM
193
Anchor Investment Management
South Carolina
$18.5K
Osaic Holdings
194
Osaic Holdings
Arizona
$17K -$579K -6,634 -97%
RA
195
Rise Advisors
New York
$15.4K
CA
196
CoreCap Advisors
Michigan
$14.8K
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$11.5K
JSAM
198
J. Safra Asset Management
New York
$11.4K +$3.75K +43 +38%
US Bancorp
199
US Bancorp
Minnesota
$11.2K +$2.18K +25 +20%
VCM
200
Versant Capital Management
Arizona
$11K -$4.37K -50 -25%