Espey Manufacturing & Electronics Corp.

ESP • AMEX

Espey Manufacturing & Electronics Corp. is a electrical equipment & parts company in the industrials sector on AMEX, led by David O'Neil, with a market cap of $126.1M. As of Q3 2025, 25% of shares are held by 51 institutional investors, with DIMENSIONAL FUND ADVISORS LP as the largest holder at 3.46%.

Interim President and Chief Executive OfficerDavid O'Neil

Market Cap$126.1M

Electrical Equipment & Parts

Industrials

Employees150.0

Websiteespey.com

Country

United States of America

Overview

Overview of institutional ownership in ESP as of Q3 2025 with a market cap of $115.8M

All Institutions

Institutions: 51
Value Held: $28.8M
Shares Held: 726.5K
Avg Position: $563.9K
Median Position: $231.4K

Hedge Funds

Hedge Funds: 5
Value Held: $8.0M
Shares Held: 200.7K
Avg Position: $1.6M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

17.97%

$20.8M

Hedge Funds

6.86%

$8.0M

Retail & Other

75.17%

$87.1M

Based on market cap of $115.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ESP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$4.0M 0.00% of portfolio	3.46% 101.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	David Allen Lippe CEO	$4.0M 0.01% of portfolio	3.42% 100.1K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.7M 0.00% of portfolio	3.20% 93.6K shares	Q3 2017 Held for 8y 2m	$6.69T
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$2.5M 0.00% of portfolio	2.12% 61.9K shares	Q4 2024 Held for 11 months	$158.92B
D De Lisle Partners LLP Institution	-	$2.0M 0.25% of portfolio	1.76% 51.4K shares	Q1 2024 Held for 1y 8m	$815.6M
Marshall Wace LLP Institution	Diana Lj Harrison President	$1.2M 0.00% of portfolio	1.03% 30.3K shares	Q2 2025 Held for 5 months	$90.3B
A AMERICAN CENTURY COMPANIES INC Institution	-	$1.2M 0.00% of portfolio	1.00% 29.4K shares	Q4 2024 Held for 11 months	$195.93B
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	Scott David Hoffman CEO	$1.0M 0.00% of portfolio	0.90% 26.4K shares	Q3 2025 Held for 2 months	$62.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$949.3K 0.00% of portfolio	0.82% 23.9K shares	Q2 2023 Held for 2y 5m	$1.57T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$794.2K 0.00% of portfolio	0.69% 20.1K shares	Q3 2022 Held for 3y 2m	$488.50B

Net Capital Flow

Institutional buying and selling activity for ESP in Q3 2025

Traded: +$2.4M
Buyers: 26
Sellers: 23
Total Bought: +$5.8M
Total Sold: −$3.3M
Avg Position: $487.5K

Biggest Buyers

Institution	Net Bought	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.0M +26.4K shares	$1.0M 26.4K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$718.1K +18.1K shares	$1.2M 29.4K shares
SummerHaven Investment Management, LLC Long Only Manager	+$711.0K +17.9K shares	$711.0K 17.9K shares
Marshall Wace LLP Institution	+$686.2K +17.3K shares	$1.2M 30.3K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	+$400.0K +10.1K shares	$612.8K 15.5K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	+$356.2K +9.0K shares	$356.2K 9.0K shares
NAPLES GLOBAL ADVISORS, LLC RIA/Wealth	+$288.4K +7.3K shares	$535.1K 13.5K shares
FIRST TRUST ADVISORS LP ETF Provider	+$256.0K +6.5K shares	$256.0K 6.5K shares
M Man Group plc Institution	+$226.3K +5.7K shares	$226.3K 5.7K shares
X XTX Topco Ltd Institution	+$206.4K +5.2K shares	$206.4K 5.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
EAM Investors, LLC Long Only Manager	−$919.9K −20.1K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$437.4K −11.0K shares	$543.7K 13.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$279.1K −7.0K shares	$4.0M 100.1K shares
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	−$228.6K −5.0K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$221.1K −4.8K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$218.8K −4.6K shares	Sold Off 0 shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$210.6K −4.6K shares	Sold Off 0 shares
FIRST FINANCIAL BANKSHARES INC Institution	−$210.4K −4.6K shares	Sold Off 0 shares
L LSV ASSET MANAGEMENT Long Only Manager	−$160.0K −3.5K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$96.0K −2.4K shares	$126.1K 3.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESP in Q3 2025

New Positions: 10
New Value: $2.9M
Exited Positions: 8
Exited Value: $2.2M

New Positions

Institution	Position Value
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$1.0M 26.4K shares
SummerHaven Investment Management, LLC Long Only Manager	$711.0K 17.9K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$356.2K 9.0K shares
FIRST TRUST ADVISORS LP ETF Provider	$256.0K 6.5K shares
M Man Group plc Institution	$226.3K 5.7K shares
X XTX Topco Ltd Institution	$206.4K 5.2K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$66.6K 1.7K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	$15.8K 400.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$9.4K 237.0 shares
Federation des caisses Desjardins du Quebec Fund of Funds	$1.6K 40.0 shares

Exited Positions

Institution	Previous Position
EAM Investors, LLC Long Only Manager	$919.9K 20.1K shares
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	$228.6K 5.0K shares
NORTHERN TRUST CORP Institution	$221.1K 4.8K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$218.8K 4.6K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	$210.6K 4.6K shares
FIRST FINANCIAL BANKSHARES INC Institution	$210.4K 4.6K shares
L LSV ASSET MANAGEMENT Long Only Manager	$160.0K 3.5K shares
GPS Wealth Strategies Group, LLC RIA/Wealth	$9.7K 212.0 shares

Options Activity

Institutions with the largest Call and Put options positions in ESP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.42% $711.0K	0.61% 17.9K shares	Q3 2025 Held for 2 months	$170.9M
D De Lisle Partners LLP Institution	-	0.25% $2.0M	1.76% 51.4K shares	Q1 2024 Held for 1y 8m	$815.6M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	David Wayne Durham CCO	0.14% $317.6K	0.27% 8.0K shares	Q2 2024 Held for 1y 5m	$224.8M
Heron Bay Capital Management RIA/Wealth	Paul Clark Seizert Managing Partner	0.04% $231.4K	0.20% 5.8K shares	Q2 2025 Held for 5 months	$535.8M
NAPLES GLOBAL ADVISORS, LLC RIA/Wealth	Michael H. Morris CEO	0.04% $535.1K	0.46% 13.5K shares	Q2 2025 Held for 5 months	$1.3B
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	David Khabie-Zeitoune CEO	0.02% $248.0K	0.21% 6.3K shares	Q2 2025 Held for 5 months	$1.1B
FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth	David Jay Kaufman CEO	0.02% $419.5K	0.36% 10.6K shares	Q4 2024 Held for 11 months	$2.3B
ADIRONDACK TRUST CO RIA/Wealth	Charles Earl Osborne Managing Partner	0.02% $52.8K	0.05% 1.3K shares	≤ Q2 2013 Held for 12y 5m+	$297.7M
X XTX Topco Ltd Institution	-	0.01% $206.4K	0.18% 5.2K shares	Q3 2025 Held for 2 months	$1.9B
Hillsdale Investment Management Inc. Long Only Manager	Albert Christopher Guthrie CEO	0.01% $320.8K	0.28% 8.1K shares	Q4 2024 Held for 11 months	$3.3B

Hedge Fund Spotlight

Discover hedge funds investing in ESP

GSA CAPITAL PARTNERS LLP

Hedge Fund • Quant

Portfolio ManagerDavid Khabie-Zeitoune

Portfolio Value: $1.1B
Positions: 1,504
Last Reported: Q3 2025

Sector Allocation

Position in Espey Manufacturing & Electronics Corp.

Market Value: $248.0K
Shares Held: 6.3K
Portfolio Weight: 0.02%
Owned Since: 2025-Q2

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