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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
Legal & General Group
76
Legal & General Group
United Kingdom
$16.8K
IA
77
IFP Advisors
Florida
$15.6K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$14.6K
CA
79
CoreCap Advisors
Michigan
$12.6K
AIP
80
Ameritas Investment Partners
Nebraska
$12.2K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$6.76K
GC
82
Garde Capital
Washington
$5.64K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5K
AB
84
Amalgamated Bank
New York
$5K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$4.74K
LFG
86
Larson Financial Group
Missouri
$4.7K
GSWM
87
Golden State Wealth Management
California
$3.68K
AAP
88
Arax Advisory Partners
Colorado
$3.35K
Comerica Bank
89
Comerica Bank
Texas
$3.27K
HCA
90
Harbor Capital Advisors
Illinois
$3K
AF
91
Allworth Financial
California
$2.82K
PSFG
92
Park Square Financial Group
Georgia
$2.35K
SS
93
SBI Securities
Japan
$2.31K
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$1.11K
SC
95
SouthState Corp
Florida
$997
FFA
96
Farther Finance Advisors
California
$968
FNWA
97
Financial Network Wealth Advisors
Utah
$865
SAM
98
Smartleaf Asset Management
Massachusetts
$808
SCM
99
Sterling Capital Management
North Carolina
$780
PWM
100
Parkworth Wealth Management
California
$616