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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
VPIM
51
Vanguard Personalized Indexing Management
California
$109K +$31.6K +6,961 +43%
AllianceBernstein
52
AllianceBernstein
Tennessee
$106K +$22.7K +5,000 +28%
AG
53
Algert Global
California
$104K -$38.8K -8,562 -28%
MIM
54
MetLife Investment Management
New Jersey
$89.2K +$59.1K +13,039 +219%
Mirae Asset Global ETFs Holdings
55
Mirae Asset Global ETFs Holdings
Hong Kong
$82.4K -$3.54K -780 -4%
EH
56
Equitable Holdings
New York
$77.8K +$1.51K +333 +2%
JP Morgan Chase
57
JP Morgan Chase
New York
$77.6K +$1.07K +236 +1%
SEI Investments
58
SEI Investments
Pennsylvania
$76.6K +$73.9K +16,299 New
CCIA
59
Campbell & Co Investment Adviser
Maryland
$72.8K +$4.87K +1,074 +7%
Citigroup
60
Citigroup
New York
$72.4K -$30.7K -6,776 -31%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$72K +$13.7K +3,021 +25%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$71.4K +$12.5K +2,758 +22%
LPL Financial
63
LPL Financial
California
$70.3K +$181 +40 +0.3%
IIM
64
INTECH Investment Management
Florida
$69.5K -$9.87K -2,178 -13%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$66K
AQR Capital Management
66
AQR Capital Management
Connecticut
$61.2K -$20.9K -4,613 -26%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.3K -$2.74K -604 -5%
CFGW
68
Chancellor Financial Group WB
Pennsylvania
$54.8K +$453 +100 +0.9%
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$52.1K
MGP
70
Metis Global Partners
California
$47.9K
GCM
71
Graham Capital Management
Connecticut
$47.8K +$46.1K +10,169 New
TRCT
72
Tower Research Capital (TRC)
New York
$38.8K +$24.4K +5,389 +188%
Osaic Holdings
73
Osaic Holdings
Arizona
$38K -$43.8K -9,666 -55%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$30.3K -$7.05K -1,555 -19%
NFSG
75
Newbridge Financial Services Group
Florida
$27.1K

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.