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243 hedge funds and large institutions have $1.56B invested in ePlus in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

583% more call options, than puts

Call options by funds: $635K | Put options by funds: $93K

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 241243 (+2)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

2.12% less ownership

Funds ownership: 98.21%96.09% (-2.1%)

19% less capital invested

Capital invested by funds: $1.92B → $1.56B (-$359M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
243
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
38
Increased
82
Reduced
90
Closed
33
Calls
$635K
Puts
$93K
Net Calls
+$542K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$251M -$18M -254,776 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M +$782K +11,051 +0.5%
RRAM
3
River Road Asset Management
Kentucky
$84.6M +$65.1M +920,865 +198%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.5M -$505K -7,145 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$69.2M +$2.89M +40,927 +4%
State Street
6
State Street
Massachusetts
$61.6M -$3.67M -51,961 -5%
AC
7
AltraVue Capital
Washington
$60M +$2.24M +31,653 +3%
GCM
8
Geneva Capital Management
Wisconsin
$53.2M -$170K -2,403 -0.3%
American Century Companies
9
American Century Companies
Missouri
$52.8M +$5.3M +74,986 +9%
Morgan Stanley
10
Morgan Stanley
New York
$51.3M +$5.41M +76,557 +10%
GC
11
Gobi Capital
California
$47.8M -$10.8M -152,607 -16%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$47.6M -$11.1M -157,302 -17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40M +$1.66M +23,482 +4%
Northern Trust
14
Northern Trust
Illinois
$31.1M +$875K +12,372 +2%
WCM Investment Management
15
WCM Investment Management
California
$25.2M -$1.89M -26,699 -6%
Charles Schwab
16
Charles Schwab
California
$23.6M -$328K -4,636 -1%
Swedbank
17
Swedbank
Sweden
$19.8M +$12.4M +175,000 +117%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.1M -$3.01M -42,600 -12%
LCOV
19
London Company of Virginia
Virginia
$17.7M -$863K -12,199 -4%
Pacer Advisors
20
Pacer Advisors
Pennsylvania
$17M -$74.4M -1,051,789 -79%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$16.5M +$4.21M +59,562 +28%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$13.9M +$31.8K +449 +0.2%
Millennium Management
23
Millennium Management
New York
$13.8M +$8.13M +114,900 +103%
Victory Capital Management
24
Victory Capital Management
Texas
$12.1M +$1.93M +27,271 +16%
Invesco
25
Invesco
Georgia
$11.6M -$7.12M -100,738 -35%