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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
EWA
201
EverSource Wealth Advisors
Alabama
$10.8K -$10.8K -124 -46%
GI
202
GAMMA Investing
California
$10.4K -$20.5K -235 -63%
C
203
Covestor
United Kingdom
$10K -$1.66K -19 -13%
PWMG
204
Private Wealth Management Group
New Jersey
$9.16K
MG
205
Mather Group
Illinois
$8.2K +$9.69K +111 New
AAP
206
Arax Advisory Partners
Colorado
$7.54K
GWSG
207
GPS Wealth Strategies Group
Colorado
$7.39K
PC
208
Promethos Capital
Massachusetts
$7.39K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.8K -$5.41K -62 -40%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$4.32K
PS
211
Principal Securities
Iowa
$4.29K
Simplex Trading
212
Simplex Trading
Illinois
$4K +$5.59K +64 New
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$3.62K -$873 -10 -17%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.55K
BIA
215
Bell Investment Advisors
California
$3.25K -$1.75K -20 -31%
GRP
216
Global Retirement Partners
California
$2.81K
UB
217
UMB Bank
Missouri
$2.73K -$2.01K -23 -38%
TWC
218
TD Waterhouse Canada
Ontario, Canada
$2.51K -$305K -3,490 -99%
FFA
219
Farther Finance Advisors
California
$1.55K
AF
220
Allworth Financial
California
$1.37K
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.33K
Creative Planning
222
Creative Planning
Kansas
$1.26K -$247K -2,826 -99%
S
223
SignatureFD
Georgia
$1.03K
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K -$333K -3,817 -100%
HI
225
Harbour Investments
Wisconsin
$960 +$1.14K +13 New