EPM icon

Evolution Petroleum

107 hedge funds and large institutions have $91.8M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less funds holding

Funds holding: 111107 (-4)

9% less capital invested

Capital invested by funds: $100M → $91.8M (-$8.67M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$586K
Puts
$195K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
51
Vanguard Personalized Indexing Management
California
$109K
AllianceBernstein
52
AllianceBernstein
Tennessee
$106K
AG
53
Algert Global
California
$104K
MIM
54
MetLife Investment Management
New Jersey
$89.2K
Mirae Asset Global ETFs Holdings
55
Mirae Asset Global ETFs Holdings
Hong Kong
$82.4K
EH
56
Equitable Holdings
New York
$77.8K
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$77.6K
SEI Investments
58
SEI Investments
Pennsylvania
$76.6K
CCIA
59
Campbell & Co Investment Adviser
Maryland
$72.8K
Citigroup
60
Citigroup
New York
$72.4K
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$72K
Wellington Management Group
62
Wellington Management Group
Massachusetts
$71.4K
LPL Financial
63
LPL Financial
California
$70.3K
IIM
64
INTECH Investment Management
Florida
$69.5K
Osaic Holdings
65
Osaic Holdings
Arizona
$66K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$66K
AQR Capital Management
67
AQR Capital Management
Connecticut
$61.2K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.3K
CFGW
69
Chancellor Financial Group WB
Pennsylvania
$54.8K
PFSRSONJ
70
Police & Firemen's Retirement System of New Jersey
New Jersey
$52.1K
MGP
71
Metis Global Partners
California
$47.9K
GCM
72
Graham Capital Management
Connecticut
$47.8K
TRCT
73
Tower Research Capital (TRC)
New York
$38.8K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$30.3K
NFSG
75
Newbridge Financial Services Group
Florida
$27.1K