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Evolution Petroleum
EPM

Overview Fund Activity

106 hedge funds and large institutions have $91.4M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% 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
12
Increased
38
Reduced
36
Closed
15
Calls
$526K
Puts
$133K
Net Calls
+$393K
Net Calls Change
-$486K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.2M
2
American Century Companies
2
American Century Companies
Missouri
$4.02M
3
CAMG
3
CWA Asset Management Group
Florida
$1.92M
4
RIM
4
Ranger Investment Management
Texas
$5.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$230K

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$301K
3
AA
3
Ancora Advisors
Ohio
$204K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.89M
5
EI
5
Ethic Inc
New York
$480K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$15.6K 3,161 +3,161 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$14.6K 3,111 +1,481 +91%
CA
78
CoreCap Advisors
Michigan
$12.6K 2,683 +15 +0.6%
AIP
79
Ameritas Investment Partners
Nebraska
$12.2K 2,605 – –
Jones Financial Companies
80
Jones Financial Companies
Missouri
$6.76K 1,371 +1,171 +586%
GC
81
Garde Capital
Washington
$5.64K 1,200 +1,200 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5K 1,002 -74 -7%
AB
83
Amalgamated Bank
New York
$5K 1,064 – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$4.74K 1,009 – –
LFG
85
Larson Financial Group
Missouri
$4.7K 1,000 – –
GSWM
86
Golden State Wealth Management
California
$3.68K 783 – –
AAP
87
Arax Advisory Partners
Colorado
$3.35K 712 +393 +123%
Comerica Bank
88
Comerica Bank
Texas
$3.27K 695 +695 New
HCA
89
Harbor Capital Advisors
Illinois
$3K 625 +9 +1%
AF
90
Allworth Financial
California
$2.82K 600 +600 New
PSFG
91
Park Square Financial Group
Georgia
$2.35K 500 – –
SS
92
SBI Securities
Japan
$2.31K 491 -93 -16%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$1.11K 236 +236 New
SC
94
SouthState Corp
Florida
$997 212 +115 +119%
FFA
95
Farther Finance Advisors
California
$968 206 – –
FNWA
96
Financial Network Wealth Advisors
Utah
$865 184 – –
SAM
97
Smartleaf Asset Management
Massachusetts
$808 164 +125 +321%
SCM
98
Sterling Capital Management
North Carolina
$780 166 -238 -59%
PWM
99
Parkworth Wealth Management
California
$616 131 +131 New
RIL
100
Rothschild Investment LLC
Illinois
$541 115 +115 New
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4
5