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228 hedge funds and large institutions have $1.87B invested in ePlus in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $383K

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

2% more funds holding

Funds holding: 223228 (+5)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.03% less ownership

Funds ownership: 97.42%94.39% (-3%)

9% less capital invested

Capital invested by funds: $2.06B → $1.87B (-$189M)

Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
84
Reduced
77
Closed
28
Calls
$1.08M
Puts
$383K
Net Calls
+$693K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$7.52K +$7.8K +102 New
GWSG
202
GPS Wealth Strategies Group
Colorado
$7.37K
TWC
203
TD Waterhouse Canada
Ontario, Canada
$5.37K -$306 -4 -5%
US Bancorp
204
US Bancorp
Minnesota
$5.23K -$2.9K -38 -35%
BIA
205
Bell Investment Advisors
California
$4.72K
PS
206
Principal Securities
Iowa
$4.27K -$25.5K -334 -85%
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$4.27K
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$3.61K -$612 -8 -14%
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.54K
FHA
210
First Horizon Advisors
Tennessee
$3.39K -$535 -7 -13%
PFC
211
Phocas Financial Corp
California
$3.35K +$837K +10,948 +32%
GRP
212
Global Retirement Partners
California
$2.8K -$2.75K -36 -49%
UB
213
UMB Bank
Missouri
$2.28K +$1.45K +19 +158%
AF
214
Allworth Financial
California
$1.4K
FFA
215
Farther Finance Advisors
California
$1.4K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.33K
S
217
SignatureFD
Georgia
$1.03K
ATPW
218
Ashton Thomas Private Wealth
Arizona
$958 +$994 +13 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$885
JSAM
220
J. Safra Asset Management
New York
$884 +$917 +12 New
RWMG
221
Redwood Wealth Management Group
New Jersey
$884 +$917 +12 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$810 +$841 +11 New
HI
223
Horizon Investments
North Carolina
$663
LC
224
Lindbrook Capital
California
$589
PA
225
Parallel Advisors
California
$516 -$688 -9 -56%