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Evolution Petroleum

111 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $164K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $101M → $100M (-$326K)

0.72% less ownership

Funds ownership: 57.34%56.61% (-0.72%)

1% less funds holding

Funds holding: 112111 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
37
Reduced
45
Closed
12
Calls
$1.04M
Puts
$164K
Net Calls
+$879K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$41.5K +$5.04K +966 +14%
MIM
77
MetLife Investment Management
New Jersey
$30.8K -$69.3K -13,284 -69%
NFSG
78
Newbridge Financial Services Group
Florida
$29.9K
Citadel Advisors
79
Citadel Advisors
Florida
$18.6K -$115K -21,964 -86%
TRCT
80
Tower Research Capital (TRC)
New York
$14.9K -$31.6K -6,060 -68%
CA
81
CoreCap Advisors
Michigan
$13.8K +$5.78K +1,109 +71%
AIP
82
Ameritas Investment Partners
Nebraska
$13.5K
Group One Trading
83
Group One Trading
Illinois
$13.3K -$3.18K -609 -19%
EWA
84
EverSource Wealth Advisors
Alabama
$12K +$9.63K +1,846 +393%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$11.5K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$10K -$10.7K -2,042 -50%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$8.44K -$12.3K -2,355 -59%
AB
88
Amalgamated Bank
New York
$6K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.29K +247 +30%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$5.23K
LFG
91
Larson Financial Group
Missouri
$5.18K
GSWM
92
Golden State Wealth Management
California
$4.06K
SS
93
SBI Securities
Japan
$3.02K -$1.93K -369 -39%
HCA
94
Harbor Capital Advisors
Illinois
$3K +$881 +169 +38%
CCM
95
Coldstream Capital Management
Washington
$2.81K +$2.83K +543 New
GI
96
GAMMA Investing
California
$2.76K -$840 -161 -23%
PSFG
97
Park Square Financial Group
Georgia
$2.59K
VCM
98
Versant Capital Management
Arizona
$2.17K -$6.38K -1,223 -74%
SCM
99
Sterling Capital Management
North Carolina
$2.09K -$1.84K -352 -47%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$1.78K -$574 -110 -24%

EPM Hedge Fund Activity: Q1 2025 in Review

111 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2025, worth a combined $100M — down 0.32% from $101M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPM and 11 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 37 added.

The largest buyer was Russell Investments Group, adding an estimated $643K. The largest seller was BlackRock, cutting an estimated $338K.

  • 111 institutional investors held Evolution Petroleum (EPM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $100M of Evolution Petroleum stock for Q1 2025, down 0.32% quarter-over-quarter.
  • 11 funds opened new Evolution Petroleum positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest Evolution Petroleum buyer in Q1 2025 was Russell Investments Group, an estimated $643K added.
  • The largest Evolution Petroleum seller in Q1 2025 was BlackRock, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2025.