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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 %
AllianceBernstein
51
AllianceBernstein
Tennessee
$106K 22,610 +5,000 +28%
AG
52
Algert Global
California
$104K 22,168 -8,562 -28%
MIM
53
MetLife Investment Management
New Jersey
$89.2K 18,987 +13,039 +219%
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$82.4K 17,540 -780 -4%
EH
55
Equitable Holdings
New York
$77.8K 16,554 +333 +2%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$77.6K 16,509 +236 +1%
SEI Investments
57
SEI Investments
Pennsylvania
$76.6K 16,299 +16,299 New
CCIA
58
Campbell & Co Investment Adviser
Maryland
$72.8K 15,492 +1,074 +7%
Citigroup
59
Citigroup
New York
$72.4K 15,405 -6,776 -31%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$72K 15,280 +3,021 +25%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$71.4K 15,190 +2,758 +22%
LPL Financial
62
LPL Financial
California
$70.3K 14,968 +40 +0.3%
IIM
63
INTECH Investment Management
Florida
$69.5K 14,784 -2,178 -13%
Osaic Holdings
64
Osaic Holdings
Arizona
$66K 12,962 -4,762 -27%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$66K 14,100 – –
AQR Capital Management
66
AQR Capital Management
Connecticut
$61.2K 13,022 -4,613 -26%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.3K 12,613 -604 -5%
CFGW
68
Chancellor Financial Group WB
Pennsylvania
$54.8K 11,650 +100 +0.9%
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$52.1K 11,089 – –
MGP
70
Metis Global Partners
California
$47.9K 10,193 – –
GCM
71
Graham Capital Management
Connecticut
$47.8K 10,169 +10,169 New
TRCT
72
Tower Research Capital (TRC)
New York
$38.8K 8,261 +5,389 +188%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$30.3K 6,456 -1,555 -19%
NFSG
74
Newbridge Financial Services Group
Florida
$27.1K 5,775 – –
Legal & General Group
75
Legal & General Group
United Kingdom
$16.8K 3,567 -8,521 -70%
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