We are live on ! Find out more

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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$273K -$5.36K -65 -2%
AI
177
Atria Investments
North Carolina
$266K +$2.64K +32 +1%
SLAM
178
Swiss Life Asset Management
$263K +$248K +3,004 New
MOACM
179
Mutual of America Capital Management
New York
$263K +$3.38K +41 +1%
CG
180
Caprock Group
Idaho
$255K +$5.69K +69 +2%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$250K -$9.49K -115 -4%
VPIM
182
Vanguard Personalized Indexing Management
California
$247K +$232K +2,814 New
IA
183
Inspire Advisors
Idaho
$240K +$225K +2,731 New
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$233K +$219K +2,653 New
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$230K +$216K +2,621 New
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$229K +$216K +2,614 New
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$227K -$4.94M -59,889 -96%
EWA
188
EP Wealth Advisors
California
$218K +$205K +2,490 New
CIM
189
Contravisory Investment Management
Massachusetts
$218K +$205K +2,484 New
CL
190
Choreo LLC
Illinois
$210K +$195K +2,365 New
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$208K +$1.16K +14 +0.6%
KAS
192
Kemnay Advisory Services
New York
$208K +$196K +2,374 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$208K +$196K +2,371 New
MYIA
194
Mount Yale Investment Advisors
Colorado
$206K +$194K +2,351 New
VAS
195
Vestmark Advisory Solutions
Massachusetts
$206K +$194K +2,351 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$206K +$193K +2,345 New
Millennium Management
197
Millennium Management
New York
$202K -$2.6M -31,515 -93%
QCG
198
Quadrant Capital Group
Ohio
$195K
AIP
199
Ameritas Investment Partners
Nebraska
$193K
VI
200
Vestcor Inc
New Brunswick, Canada
$165K