Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVOLUTION PETE CORP COM (EPM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — EPM

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EPM 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 (98% of max)

98% of all-time peak
112 hedge funds hold EPM 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EPM is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

57 buying59 selling
Last quarter: 59 funds reduced or exited vs 57 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 10 → 16 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 29% medium ■ 12% new
67 out of 112 hedge funds have held EPM 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.
💎

Buying through price weakness — shares -9%, value -31%

Value
-31%
Shares
-9%
Last quarter: funds added -9% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

18 → 12 → 10 → 16 → 20 new funds/Q
New funds entering each quarter: 12 → 10 → 16 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 16% 1-2yr ■ 18% new
Of 114 current holders: 76 (67%) 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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
28 of 112 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — EPM

In 2025 Q4, 57 hedge funds were net buyers of EPM (20 opened a new position, 37 added to an existing one), while 59 reduced or exited (40 trimmed, 19 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in EPM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: EPM

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

Market Analysis: EPM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EPM
2026 Q1 Stats Unlock in 4 days 114 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 114 111 2.7%
13F Shares 18M 20M -9.16%
Total Value $66M $96M -31.39%
New Positions 20 16 +4
Increased Positions 38 39 -1
Closed Positions 19 10 +9
Reduced Positions 40 37 +3
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: EPM

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Financial Highlights

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Institutional Holders (2026 Q1)

114 + investors

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

QUARTER:
Top 25 institutional holders of EPM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WealthTrust Axiom LLC 2.41% 2,136,216 $9.8M
2 Register Financial Advisors LLC 0.57% 336,838 $1.5M
3 Castleview Partners, LLC 0.22% 95,300 $436K
4 North Star Investment Management Corp. 0.12% 431,178 $2.0M
5 CWA Asset Management Group, LLC 0.11% 709,287 $3.2M
6 Odyssean, LLC 0.05% 31,931 $146K
7 Chancellor Financial Group WB LP 0.05% 14,602 $67K
8 Michels Family Financial, LLC 0.04% 12,379 $57K
9 OXFORD ASSET MANAGEMENT LLP 0.02% 12,668 $58K
10 Jackson Hole Capital Partners, LLC 0.02% 27,489 $126K
11 Advisor OS, LLC 0.02% 52,356 $240K
12 GSA CAPITAL PARTNERS LLP 0.01% 44,502 —
13 Ellevest, Inc. 0.01% 19,634 $90K
14 Rothschild Wealth LLC 0.01% 27,307 $125K
15 RITHOLTZ WEALTH MANAGEMENT 0.01% 131,577 $603K
16 Graham Capital Management, L.P. 0.01% 61,868 $283K
17 RENAISSANCE TECHNOLOGIES LLC 0.01% 952,897 $4.4M
18 Ethic Inc. 0.01% 78,325 $359K
19 NFSG Corp 0.01% 6,975 $32K
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 55,300 $253K
21 EverSource Wealth Advisors, LLC 0.00% 1,634 $157K
22 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 0.00% 12,891 $59K
23 Engineers Gate Manager LP 0.00% 63,003 $289K
24 Sowell Financial Services LLC 0.00% 19,538 $89K
25 Kathmere Capital Management, LLC 0.00% 11,161 $51K
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 — EVOLUTION PETE CORP COM (EPM)

What does the Smart Money Trend signal show for EPM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EPM 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 EPM?

More sellers than buyers — 49% buying: Last quarter: 59 funds reduced or exited vs 57 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EPM holders?

Elite ownership — 43% AUM from top-100 funds: 28 of 112 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in EPM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPM?

60% of holders stayed for 2+ years: 67 out of 112 hedge funds have held EPM 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.