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Evolution Petroleum

108 hedge funds and large institutions have $91.7M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $586K | Put options by funds: $195K

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.16% more ownership

Funds ownership: 56.61%56.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 111108 (-3)

9% less capital invested

Capital invested by funds: $100M → $91.7M (-$8.7M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% 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
13
Increased
39
Reduced
36
Closed
15
Calls
$586K
Puts
$195K
Net Calls
+$391K
Net Calls Change
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$326K +$3.05K +673 +1%
KPP
27
Kings Path Partners
Texas
$310K
Goldman Sachs
28
Goldman Sachs
New York
$301K -$343K -75,682 -54%
N
29
Nuveen
North Carolina
$291K +$3.57K +788 +1%
Barclays
30
Barclays
United Kingdom
$277K +$112K +24,638 +72%
Invesco
31
Invesco
Georgia
$267K -$45.7K -10,074 -15%
AWA
32
Arete Wealth Advisors
Illinois
$250K
Victory Capital Management
33
Victory Capital Management
Texas
$236K +$170K +37,575 +299%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$230K +$212K +46,844 +2,288%
CIS
35
Connors Investor Services
Pennsylvania
$207K
AA
36
Ancora Advisors
Ohio
$204K -$279K -61,550 -59%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$197K -$39K -8,595 -17%
QCM
38
Quantinno Capital Management
New York
$193K +$33.4K +7,376 +22%
Bank of America
39
Bank of America
North Carolina
$166K -$17.3K -3,822 -10%
Truist Financial
40
Truist Financial
North Carolina
$155K
Deutsche Bank
41
Deutsche Bank
Germany
$145K -$55K -12,129 -28%
PCG
42
Prosperity Consulting Group
Maryland
$140K -$9.41K -2,077 -7%
JHCP
43
Jackson Hole Capital Partners
Oklahoma
$139K +$134K +29,597 New
Cerity Partners
44
Cerity Partners
New York
$131K -$27K -5,957 -18%
CFG
45
Certior Financial Group
Pennsylvania
$128K +$675 +149 +0.5%
OAM
46
Oxford Asset Management
United Kingdom
$127K +$123K +27,050 New
Jane Street
47
Jane Street
New York
$125K +$30.9K +6,813 +35%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$118K +$69.5K +15,328 +158%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$112K
EI
50
Ellevest Inc
New York
$111K -$86.9K -19,176 -45%

EPM Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2025, worth a combined $91.7M — down 8.7% from $100M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPM and 13 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Raymond James Financial, adding an estimated $502K. The largest seller was BlackRock, cutting an estimated $376K.

  • 108 institutional investors held Evolution Petroleum (EPM) as of Q2 2025, down from 111 in Q1 2025.
  • Funds reported $91.7M of Evolution Petroleum stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 13 funds opened new Evolution Petroleum positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest Evolution Petroleum buyer in Q2 2025 was Raymond James Financial, an estimated $502K added.
  • The largest Evolution Petroleum seller in Q2 2025 was BlackRock, an estimated $376K sold.

Based on aggregated 13F filings for Q2 2025.