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ePlus
PLUS

Overview Fund Activity

246 hedge funds and large institutions have $1.84B invested in ePlus in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 75 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
102
Reduced
75
Closed
30
Calls
$238K
Puts
–
Net Calls
+$238K
Net Calls Change
-$304K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$27.9M
2
RRAM
2
River Road Asset Management
Kentucky
$105M
3
NL
3
Nuveen LLC
North Carolina
$14.9M
4
Swedbank
4
Swedbank
Sweden
$32.4M
5
Ameriprise
5
Ameriprise
Minnesota
$14.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$31.2M
2
Millennium Management
2
Millennium Management
New York
$0
3
BlackRock
3
BlackRock
New York
$288M
4
Victory Capital Management
4
Victory Capital Management
Texas
$7.05M
5
GC
5
Gobi Capital
California
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$21.6K 300 – –
FFA
202
Farther Finance Advisors
California
$21.4K 297 +31 +12%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$19.8K 275 +32 +13%
HFS
204
Hughes Financial Services
Virginia
$15.9K 250 – –
PWAM
205
Private Wealth Asset Management
Iowa
$14.8K 205 +205 New
BIG
206
Brooklyn Investment Group
New York
$14.4K 200 +111 +125%
SAM
207
Smartleaf Asset Management
Massachusetts
$14.1K 192 -161 -46%
US Bancorp
208
US Bancorp
Minnesota
$13.1K 181 +24 +15%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$13K 177 +62 +54%
C
210
Covestor
United Kingdom
$12K 172 -1 -0.6%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$8.8K 122 -42 -26%
JSAM
212
J. Safra Asset Management
New York
$8.64K 118 -48 -29%
HCA
213
Harbor Capital Advisors
Illinois
$8K 114 +19 +20%
GWSG
214
GPS Wealth Strategies Group
Colorado
$7.21K 100 – –
PWMG
215
Private Wealth Management Group
New Jersey
$6.78K 94 -30 -24%
UB
216
UMB Bank
Missouri
$5.41K 75 -48 -39%
AIM
217
Anchor Investment Management
South Carolina
$4.69K 65 -60 -48%
IA
218
IFP Advisors
Florida
$4.61K 64 +64 New
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$4.18K 58 – –
PS
220
Principal Securities
Iowa
$4.18K 58 – –
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$3.53K 49 -9 -16%
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.46K 48 – –
RIL
223
Rothschild Investment LLC
Illinois
$3.25K 45 +10 +29%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$2.78K 39 -43 -52%
PA
225
Parallel Advisors
California
$2.74K 38 -3 -7%
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9
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