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Evolution Petroleum
EPM

Overview Fund Activity

106 hedge funds and large institutions have $91.4M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
38
Reduced
36
Closed
15
Calls
$526K
Puts
$133K
Net Calls
+$393K
Net Calls Change
-$486K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.2M
2
American Century Companies
2
American Century Companies
Missouri
$4.02M
3
CAMG
3
CWA Asset Management Group
Florida
$1.92M
4
RIM
4
Ranger Investment Management
Texas
$5.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$230K

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$301K
3
AA
3
Ancora Advisors
Ohio
$204K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.89M
5
EI
5
Ethic Inc
New York
$480K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.7M 2,494,148 -82,976 -3%
WA
2
WealthTrust Axiom
Pennsylvania
$8.39M 1,785,400 +18,212 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.5M 1,595,721 +12,503 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.89M 1,465,375 -47,542 -3%
RRAM
5
River Road Asset Management
Kentucky
$6.29M 1,302,863 -16,879 -1%
RIM
6
Ranger Investment Management
Texas
$5.39M 1,146,350 +79,280 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.04M 1,072,897 -23,400 -2%
American Century Companies
8
American Century Companies
Missouri
$4.02M 855,498 +106,056 +14%
NSIM
9
North Star Investment Management
Illinois
$3.89M 828,541 +145 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.42M 727,534 -13,265 -2%
State Street
11
State Street
Massachusetts
$3.29M 699,634 +20,960 +3%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$2.96M 629,985 -40,170 -6%
Morgan Stanley
13
Morgan Stanley
New York
$2.79M 592,595 -16,442 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$2.2M 468,620 +110,687 +31%
CAMG
15
CWA Asset Management Group
Florida
$1.92M 407,776 +102,764 +34%
UBS Group
16
UBS Group
Switzerland
$1.79M 381,117 +32,346 +9%
RFA
17
Register Financial Advisors
Georgia
$1.48M 315,611 +17,829 +6%
Northern Trust
18
Northern Trust
Illinois
$1.47M 312,232 -2,278 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.13M 241,102 -1,503 -0.6%
BA
20
Bard Associates
Illinois
$846K 180,067 -42,250 -19%
PCM
21
Perritt Capital Management
Illinois
$838K 178,356 -16,112 -8%
Wells Fargo
22
Wells Fargo
California
$491K 104,472 +41,031 +65%
EI
23
Ethic Inc
New York
$480K 97,324 -42,876 -31%
Charles Schwab
24
Charles Schwab
California
$452K 96,228 +6,948 +8%
BCM
25
Bridgeway Capital Management
Texas
$349K 74,333 – –
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