Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EPSILON ENERGY LTD COM (EPSN)

91 + Investors. Track Smart Money conviction in EPSN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — EPSN

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EPSN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold EPSN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +112% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+112% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 62% buying

56 buying35 selling
Last quarter: 56 funds were net buyers (17 opened a brand new position + 39 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 30 → 21 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 15% medium 43% new
38 out of 91 hedge funds have held EPSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

6 → 19 → 30 → 21 → 17 new funds/Q
New funds entering each quarter: 19 → 30 → 21 → 17. EPSN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 7% 1-2yr 42% new
Of 91 current holders: 47 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
25 of 91 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EPSN

How many hedge funds hold EPSN — quarterly history vs. share price
Quarterly hedge fund ownership of EPSN vs. share price

Market Analysis: EPSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPSN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: EPSN
2026 Q1 Stats Unlock in 18 days 91 + Investors

Track Smart Money conviction in EPSN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 86 5.81%
13F Shares 21M 13M 63.42%
Total Value $103M $65M 57.02%
New Positions 17 21 -4
Increased Positions 39 30 +9
Closed Positions 12 12 -
Reduced Positions 23 20 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPSN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPSN. Verified SEC 13F-HR filings.

Top 21 institutional holders of EPSN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HILLMAN CO 0.35% 146,597 $903K
2 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.08% 190,382 $1.2M
3 Verdence Capital Advisors LLC 0.05% 148,563 $915K
4 Claro Advisors Inc. 0.01% 13,298 $82K
5 Turtle Creek Wealth Advisors, LLC 0.01% 15,500 $95K
6 RITHOLTZ WEALTH MANAGEMENT 0.00% 19,175 $118K
7 Ethic Inc. 0.00% 19,765 $122K
8 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% 1,000 $6K
9 STRS OHIO 0.00% 20,800 $128K
10 GAMMA Investing LLC 0.00% 1,735 $11K
11 Police & Firemen's Retirement System of New Jersey 0.00% 4,456 $27K
12 State of Alaska, Department of Revenue 0.00% 3,396
13 True Wealth Design, LLC 0.00% 50
14 Sterling Capital Management LLC 0.00% 665 $4K
15 Farther Finance Advisors, LLC 0.00% 1,031 $6K
16 IFP Advisors, Inc 0.00% 194 $1K
17 MassMutual Private Wealth & Trust, FSB 0.00% 146
18 SJS Investment Consulting Inc. 0.00% 17
19 SBI Securities Co., Ltd. 0.00% 72
20 Root Financial Partners, LLC 0.00% 24
21 NISA INVESTMENT ADVISORS, LLC 0.00% 3
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EPSILON ENERGY LTD COM (EPSN)

What does the Smart Money Trend signal show for EPSN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EPSN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPSN?

More buyers than sellers — 62% buying: Last quarter: 56 funds were net buyers (17 opened a brand new position + 39 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EPSN holders?

Strong quality — 23% AUM from major funds: 25 of 91 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPSN?

42% of holders stayed for 2+ years: 38 out of 91 hedge funds have held EPSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.