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Evolution Petroleum

111 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $164K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $101M → $100M (-$326K)

0.72% less ownership

Funds ownership: 57.34%56.61% (-0.72%)

1% less funds holding

Funds holding: 112111 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
37
Reduced
45
Closed
12
Calls
$1.04M
Puts
$164K
Net Calls
+$879K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$385K -$113K -21,700 -23%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$356K +$116K +22,297 +48%
Invesco
28
Invesco
Georgia
$346K -$30.2K -5,785 -8%
KPP
29
Kings Path Partners
Texas
$342K -$216K -41,480 -39%
Wells Fargo
30
Wells Fargo
California
$329K +$2K +384 +0.6%
N
31
Nuveen
North Carolina
$317K
AWA
32
Arete Wealth Advisors
Illinois
$276K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$261K +$57.8K +11,083 +28%
CIS
34
Connors Investor Services
Pennsylvania
$228K -$3.17K -608 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$223K -$47.5K -9,114 -17%
EI
36
Ellevest Inc
New York
$221K +$16.9K +3,242 +8%
Bank of America
37
Bank of America
North Carolina
$203K -$63.9K -12,252 -24%
Two Sigma Investments
38
Two Sigma Investments
New York
$195K +$49.6K +9,515 +34%
Barclays
39
Barclays
United Kingdom
$177K -$78.5K -15,054 -31%
Cerity Partners
40
Cerity Partners
New York
$176K +$6.62K +1,270 +4%
QCM
41
Quantinno Capital Management
New York
$175K -$40.4K -7,752 -19%
Truist Financial
42
Truist Financial
North Carolina
$170K +$59.3K +11,374 +53%
PCG
43
Prosperity Consulting Group
Maryland
$165K -$21.4K -4,097 -11%
AG
44
Algert Global
California
$159K
CFG
45
Certior Financial Group
Pennsylvania
$141K +$2.27K +436 +2%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$124K -$39.6K -7,600 -24%
Citigroup
47
Citigroup
New York
$115K -$13.8K -2,654 -11%
Jane Street
48
Jane Street
New York
$102K +$103K +19,724 New
BCM
49
Beaumont Capital Management
Massachusetts
$98.8K +$99.5K +19,070 New
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$94.9K +$4.07K +780 +4%

EPM Hedge Fund Activity: Q1 2025 in Review

111 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2025, worth a combined $100M — down 0.32% from $101M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPM and 11 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 37 added.

The largest buyer was Russell Investments Group, adding an estimated $643K. The largest seller was BlackRock, cutting an estimated $338K.

  • 111 institutional investors held Evolution Petroleum (EPM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $100M of Evolution Petroleum stock for Q1 2025, down 0.32% quarter-over-quarter.
  • 11 funds opened new Evolution Petroleum positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest Evolution Petroleum buyer in Q1 2025 was Russell Investments Group, an estimated $643K added.
  • The largest Evolution Petroleum seller in Q1 2025 was BlackRock, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2025.