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272 hedge funds and large institutions have $2.21B invested in ePlus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $605K

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

21% more capital invested

Capital invested by funds: $1.82B → $2.21B (+$388M)

4% more funds holding

Funds holding: 262272 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.06% less ownership

Funds ownership: 96.48%95.42% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
87
Reduced
100
Closed
35
Calls
$1.14M
Puts
$605K
Net Calls
+$535K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$3.2M +38,842 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M +$672K +8,146 +0.3%
RRAM
3
River Road Asset Management
Kentucky
$142M -$512K -6,210 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$111M -$3.64M -44,080 -3%
American Century Companies
5
American Century Companies
Missouri
$88.7M +$472K +5,726 +0.6%
State Street
6
State Street
Massachusetts
$88.7M -$847K -10,267 -1%
AC
7
AltraVue Capital
Washington
$87.8M -$109K -1,320 -0.1%
GCM
8
Geneva Capital Management
Wisconsin
$72.2M -$7.9M -95,723 -10%
Morgan Stanley
9
Morgan Stanley
New York
$66M -$1.63M -19,762 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$65M -$34.8M -421,685 -36%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59.5M +$110K +1,330 +0.2%
SAM
12
Silvercrest Asset Management
New York
$44M -$5.77M -69,880 -12%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$40.4M -$879K -10,651 -2%
Northern Trust
14
Northern Trust
Illinois
$39.6M -$2.4M -29,059 -6%
Charles Schwab
15
Charles Schwab
California
$35.2M -$141K -1,710 -0.4%
Swedbank
16
Swedbank
Sweden
$35.1M -$4.13M -50,000 -11%
WCM Investment Management
17
WCM Investment Management
California
$28.3M -$4.95M -60,038 -16%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$26.1M +$105K +1,267 +0.4%
NPIC
19
Neumeier Poma Investment Counsel
California
$24.7M +$23.2M +281,430 New
LCOV
20
London Company of Virginia
Virginia
$24.3M -$1.09M -13,236 -5%
First Trust Advisors
21
First Trust Advisors
Illinois
$23.3M +$20.2M +245,114 +1,210%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22.3M -$5.31M -64,388 -20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$19.1M +$4.03M +48,805 +29%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19M -$1.77M -21,497 -9%
N
25
Nuveen
North Carolina
$18.5M -$362K -4,383 -2%