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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
Osaic Holdings
51
Osaic Holdings
Arizona
$91.8K +$35K +6,703 +61%
AQR Capital Management
52
AQR Capital Management
Connecticut
$91.3K +$92K +17,635 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$91.2K
IIM
54
INTECH Investment Management
Florida
$87.9K +$20.6K +3,943 +30%
JP Morgan Chase
55
JP Morgan Chase
New York
$84.3K -$167K -32,063 -66%
EH
56
Equitable Holdings
New York
$84K +$1.5K +288 +2%
VPIM
57
Vanguard Personalized Indexing Management
California
$83.6K -$6.61K -1,268 -7%
CF
58
Corebridge Financial
Texas
$77.8K -$1.16K -223 -1%
LPL Financial
59
LPL Financial
California
$77.3K -$4.8K -920 -6%
CG
60
Caprock Group
Idaho
$75.4K +$13.2K +2,529 +21%
CCIA
61
Campbell & Co Investment Adviser
Maryland
$74.7K -$79.2K -15,192 -51%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$73K -$1.04K -200 -1%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$69.7K +$70.1K +13,447 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.5K +$746 +143 +1%
Victory Capital Management
65
Victory Capital Management
Texas
$65K -$109K -20,894 -62%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$64.4K +$1.43K +274 +2%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$64K
Legal & General Group
68
Legal & General Group
United Kingdom
$62.6K
CFGW
69
Chancellor Financial Group WB
Pennsylvania
$59.8K +$2.87K +550 +5%
PFSRSONJ
70
Police & Firemen's Retirement System of New Jersey
New Jersey
$57.4K
BHCM
71
Brevan Howard Capital Management
Jersey
$55.8K +$56.2K +10,774 New
SPA
72
Sherbrooke Park Advisers
New York
$54.5K +$54.8K +10,514 New
SG Americas Securities
73
SG Americas Securities
New York
$53K -$15.7K -3,014 -23%
MGP
74
Metis Global Partners
California
$52.8K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$50.3K -$18.2K -3,492 -26%

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.