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Evolution Petroleum

121 hedge funds and large institutions have $81.8M invested in Evolution Petroleum in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,370% more call options, than puts

Call options by funds: $691K | Put options by funds: $47K

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $64.5M → $81.8M (+$17.3M)

2% more funds holding

Funds holding: 119121 (+2)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

1.46% less ownership

Funds ownership: 52.51%51.05% (-1.5%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
39
Reduced
40
Closed
20
Calls
$691K
Puts
$47K
Net Calls
+$644K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$122K -$27.6K -6,625 -20%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$107K +$33K +7,924 +52%
EI
53
Ellevest Inc
New York
$89.9K -$122K -29,299 -60%
SFS
54
Sowell Financial Services
Arkansas
$89.5K +$81.3K +19,538 New
AllianceBernstein
55
AllianceBernstein
Tennessee
$87.1K
Two Sigma Investments
56
Two Sigma Investments
New York
$82.6K -$44.1K -10,602 -37%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$75.8K -$23.3K -5,601 -25%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$75.5K +$68.6K +16,477 New
SEI Investments
59
SEI Investments
Pennsylvania
$74.6K
VF
60
Virtu Financial
New York
$74K -$10.2K -2,454 -13%
CCM
61
Coldstream Capital Management
Washington
$73.4K -$9.57K -2,299 -13%
STA
62
Summit Trail Advisors
New York
$71K +$64.5K +15,504 New
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$69.5K +$1.42K +341 +2%
JP Morgan Chase
64
JP Morgan Chase
New York
$69.1K +$911 +219 +2%
XT
65
XTX Topco
Cayman Islands
$67.2K +$61K +14,663 New
CFGW
66
Chancellor Financial Group WB
Pennsylvania
$66.9K +$11.5K +2,752 +23%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$66.1K -$139K -33,395 -70%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$65.1K -$33.3K -7,998 -36%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$63.8K +$58K +13,938 New
ZBNA
70
Zions Bancorporation, National Association
Utah
$59K +$53.6K +12,891 New
OAM
71
Oxford Asset Management
United Kingdom
$58K -$12.7K -3,042 -19%
MFF
72
Michels Family Financial
Texas
$56.7K +$329 +79 +0.6%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$56K
LPL Financial
74
LPL Financial
California
$53.7K +$1.84K +443 +4%
KCM
75
Kathmere Capital Management
Pennsylvania
$51.1K +$46.5K +11,161 New