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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 %
KPP
26
Kings Path Partners
Texas
$310K 65,950 – –
Goldman Sachs
27
Goldman Sachs
New York
$301K 64,033 -75,682 -54%
NL
28
Nuveen LLC
North Carolina
$291K 61,999 +788 +1%
Barclays
29
Barclays
United Kingdom
$277K 58,893 +24,638 +72%
Invesco
30
Invesco
Georgia
$267K 56,791 -10,074 -15%
AWA
31
Arete Wealth Advisors
Illinois
$250K 53,212 – –
Victory Capital Management
32
Victory Capital Management
Texas
$236K 50,132 +37,575 +299%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$230K 48,891 +46,844 +2,288%
CIS
34
Connors Investor Services
Pennsylvania
$207K 44,105 – –
AA
35
Ancora Advisors
Ohio
$204K 43,370 -61,550 -59%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$197K 41,853 -8,595 -17%
QCM
37
Quantinno Capital Management
New York
$193K 41,125 +7,376 +22%
Bank of America
38
Bank of America
North Carolina
$166K 35,372 -3,822 -10%
Truist Financial
39
Truist Financial
North Carolina
$155K 32,890 – –
Deutsche Bank
40
Deutsche Bank
Germany
$145K 30,849 -12,129 -28%
PCG
41
Prosperity Consulting Group
Maryland
$140K 29,846 -2,077 -7%
JHCP
42
Jackson Hole Capital Partners
Oklahoma
$139K 29,597 +29,597 New
Cerity Partners
43
Cerity Partners
New York
$131K 27,947 -5,957 -18%
CFG
44
Certior Financial Group
Pennsylvania
$128K 27,315 +149 +0.5%
OAM
45
Oxford Asset Management
United Kingdom
$127K 27,050 +27,050 New
Jane Street
46
Jane Street
New York
$125K 26,537 +6,813 +35%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$118K 25,041 +15,328 +158%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$112K 23,862 – –
EI
49
Ellevest Inc
New York
$111K 23,545 -19,176 -45%
VPIM
50
Vanguard Personalized Indexing Management
California
$109K 23,106 +6,961 +43%
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