We are live on ! Find out more

262 hedge funds and large institutions have $1.82B invested in ePlus in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $220K

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

4% more funds holding

Funds holding: 251262 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 97.09%96.48% (-0.61%)

1% less capital invested

Capital invested by funds: $1.85B → $1.82B (-$21M)

10% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 91

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
82
Reduced
91
Closed
32
Calls
$1.37M
Puts
$220K
Net Calls
+$1.15M
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$280M -$3.83M -54,293 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$584K +8,281 +0.3%
RRAM
3
River Road Asset Management
Kentucky
$115M -$138K -1,964 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.8M -$56.6K -802 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$82.5M -$1.55M -21,916 -2%
State Street
6
State Street
Massachusetts
$72.6M +$209K +2,964 +0.3%
American Century Companies
7
American Century Companies
Missouri
$71.4M +$5.51M +78,160 +8%
AC
8
AltraVue Capital
Washington
$71.2M +$526K +7,460 +0.7%
GCM
9
Geneva Capital Management
Wisconsin
$65.3M -$183K -2,592 -0.3%
Morgan Stanley
10
Morgan Stanley
New York
$54.8M +$481K +6,818 +0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$48.1M +$396K +5,614 +0.8%
SAM
12
Silvercrest Asset Management
New York
$40.6M +$13M +184,184 +48%
Northern Trust
13
Northern Trust
Illinois
$34.1M +$161K +2,280 +0.5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$33.5M +$2.75M +39,012 +9%
Swedbank
15
Swedbank
Sweden
$32M
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$31.4M +$10.4M +147,914 +50%
Charles Schwab
17
Charles Schwab
California
$28.6M +$828K +11,749 +3%
WCM Investment Management
18
WCM Investment Management
California
$27M -$3.79M -53,745 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22.6M -$251K -3,553 -1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$21.1M +$4.72M +66,878 +29%
LCOV
21
London Company of Virginia
Virginia
$20.6M -$766K -10,858 -4%
GC
22
Gobi Capital
California
$19.7M -$28.7M -406,482 -59%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$16.9M +$10.7M +152,128 +178%
N
24
Nuveen
North Carolina
$15.3M +$662K +9,394 +5%
Ameriprise
25
Ameriprise
Minnesota
$14M -$536K -7,600 -4%