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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$87.1K
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$84.5K
PCG
53
Prosperity Consulting Group
Maryland
$82.3K -$667 -158 -0.7%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$78.7K +$16.8K +3,983 +22%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$78.4K +$31.5K +7,474 +51%
HF
56
HRT Financial
New York
$77K +$92.7K +21,977 New
DTL
57
Dynamic Technology Lab
Singapore
$70K +$83.5K +19,784 New
AA
58
Ancora Advisors
Ohio
$68.6K -$98K -23,225 -55%
Citigroup
59
Citigroup
New York
$66.4K -$10.4K -2,475 -12%
VF
60
Virtu Financial
New York
$66K +$78.9K +18,700 New
OQS
61
Occudo Quantitative Strategies
Florida
$65.2K +$77.7K +18,405 New
CCM
62
Coldstream Capital Management
Washington
$64.9K -$27.5K -6,510 -26%
SEI Investments
63
SEI Investments
Pennsylvania
$57.7K
OAM
64
Oxford Asset Management
United Kingdom
$55.6K +$66.3K +15,710 New
Squarepoint
65
Squarepoint
New York
$55.3K +$65.9K +15,623 New
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$55K
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$52.5K -$726 -172 -1%
EGM
68
Engineers Gate Manager
New York
$51.9K +$61.9K +14,671 New
JP Morgan Chase
69
JP Morgan Chase
New York
$51.6K +$954 +226 +2%
ICP
70
Interchange Capital Partners
Pennsylvania
$49.6K +$59.1K +14,010 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$9.87K +2,340 +20%
IIM
72
INTECH Investment Management
Florida
$46.9K -$6.43K -1,523 -10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$44K
MFF
74
Michels Family Financial
Texas
$43.5K -$144K -34,017 -73%
AQR Capital Management
75
AQR Capital Management
Connecticut
$43.5K -$86.8K -20,570 -63%