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Evolution Petroleum

119 hedge funds and large institutions have $64.5M invested in Evolution Petroleum in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $194K | Put options by funds: $83K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

3% more funds holding

Funds holding: 115119 (+4)

5.56% less ownership

Funds ownership: 58.07%52.51% (-5.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

33% less capital invested

Capital invested by funds: $96.2M → $64.5M (-$31.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
36
Reduced
42
Closed
19
Calls
$194K
Puts
$83K
Net Calls
+$111K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$377K +$449K +106,387 New
Charles Schwab
27
Charles Schwab
California
$339K -$3.8K -901 -0.9%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$319K -$661K -156,614 -64%
Wells Fargo
29
Wells Fargo
California
$305K -$37.8K -8,970 -9%
Jane Street
30
Jane Street
New York
$290K +$234K +55,479 +210%
CP
31
Castleview Partners
Texas
$277K +$330K +78,300 New
SSA
32
Schonfeld Strategic Advisors
New York
$261K +$311K +73,809 New
Bank of America
33
Bank of America
North Carolina
$226K +$2.16K +512 +0.8%
N
34
Nuveen
North Carolina
$219K
Invesco
35
Invesco
Georgia
$205K +$39.4K +9,327 +19%
BCM
36
Bridgeway Capital Management
Texas
$196K -$80.3K -19,033 -26%
AWA
37
Arete Wealth Advisors
Illinois
$188K
Barclays
38
Barclays
United Kingdom
$187K +$21.6K +5,121 +11%
Truist Financial
39
Truist Financial
North Carolina
$176K
EI
40
Ellevest Inc
New York
$173K +$77.4K +18,333 +60%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$169K -$2.62M -621,331 -93%
Victory Capital Management
42
Victory Capital Management
Texas
$133K +$80 +19 +0.1%
Comerica Bank
43
Comerica Bank
Texas
$119K +$112K +26,595 +385%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$118K -$13.3K -3,155 -9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$110K +$131K +31,079 New
CFG
46
Certior Financial Group
Pennsylvania
$109K +$15K +3,566 +13%
Deutsche Bank
47
Deutsche Bank
Germany
$109K
GCP
48
GSA Capital Partners
United Kingdom
$108K +$129K +30,596 New
Two Sigma Investments
49
Two Sigma Investments
New York
$101K +$121K +28,635 New
GCM
50
Graham Capital Management
Connecticut
$98.7K +$40.2K +9,538 +52%