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Evolution Petroleum

118 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, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

33% less capital invested

Capital invested by funds: $95.9M → $64.5M (-$31.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$194K
Puts
$83K
Net Calls
Net Calls Change

Top Sellers

1 -$4.55M
2 -$3.19M
3 -$2.62M
4
UBS Group
UBS Group
Switzerland
-$1.37M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$661K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
76
Chancellor Financial Group WB
Pennsylvania
$41.9K
LPL Financial
77
LPL Financial
California
$40K
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$39.3K
IC
79
Inscription Capital
Texas
$37.9K
MGP
80
Metis Global Partners
California
$36.1K
SG
81
StoneX Group
New York
$35.8K
SPA
82
Sherbrooke Park Advisers
New York
$35.7K
Osaic Holdings
83
Osaic Holdings
Arizona
$27.8K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$25K
NFSG
85
Newbridge Financial Services Group
Florida
$24.7K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$23.1K
SOADOR
87
State of Alaska Department of Revenue
Alaska
$23K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$22.4K
Simplex Trading
89
Simplex Trading
Illinois
$20.3K
Legal & General Group
90
Legal & General Group
United Kingdom
$11.6K
TRCT
91
Tower Research Capital (TRC)
New York
$10.8K
CA
92
CoreCap Advisors
Michigan
$10.1K
AIP
93
Ameritas Investment Partners
Nebraska
$9.22K
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$6.83K
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$4.85K
AB
97
Amalgamated Bank
New York
$4K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.57K
AF
99
Allworth Financial
California
$2.48K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K