We are live on ! Find out more
EPM icon

Evolution Petroleum

108 hedge funds and large institutions have $91.7M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $586K | Put options by funds: $195K

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.16% more ownership

Funds ownership: 56.61%56.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 111108 (-3)

9% less capital invested

Capital invested by funds: $100M → $91.7M (-$8.7M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% 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
13
Increased
39
Reduced
36
Closed
15
Calls
$586K
Puts
$195K
Net Calls
+$391K
Net Calls Change
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$16.8K -$38.6K -8,521 -70%
IA
77
IFP Advisors
Florida
$15.6K +$14.3K +3,161 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$14.6K +$6.71K +1,481 +91%
CA
79
CoreCap Advisors
Michigan
$12.6K +$68 +15 +0.6%
AIP
80
Ameritas Investment Partners
Nebraska
$12.2K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$6.76K +$5.31K +1,171 +586%
GC
82
Garde Capital
Washington
$5.64K +$5.44K +1,200 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5K -$335 -74 -7%
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 +$1.78K +393 +123%
Comerica Bank
89
Comerica Bank
Texas
$3.27K +$3.15K +695 New
HCA
90
Harbor Capital Advisors
Illinois
$3K +$41 +9 +1%
AF
91
Allworth Financial
California
$2.82K +$2.72K +600 New
PSFG
92
Park Square Financial Group
Georgia
$2.35K
SS
93
SBI Securities
Japan
$2.31K -$422 -93 -16%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$1.11K +$1.07K +236 New
SC
95
SouthState Corp
Florida
$997 +$521 +115 +119%
FFA
96
Farther Finance Advisors
California
$968
FNWA
97
Financial Network Wealth Advisors
Utah
$865
SAM
98
Smartleaf Asset Management
Massachusetts
$808 +$567 +125 +321%
SCM
99
Sterling Capital Management
North Carolina
$780 -$1.08K -238 -59%
PWM
100
Parkworth Wealth Management
California
$616 +$594 +131 New

EPM Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2025, worth a combined $91.7M — down 8.7% from $100M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPM and 13 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Raymond James Financial, adding an estimated $502K. The largest seller was BlackRock, cutting an estimated $376K.

  • 108 institutional investors held Evolution Petroleum (EPM) as of Q2 2025, down from 111 in Q1 2025.
  • Funds reported $91.7M of Evolution Petroleum stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 13 funds opened new Evolution Petroleum positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest Evolution Petroleum buyer in Q2 2025 was Raymond James Financial, an estimated $502K added.
  • The largest Evolution Petroleum seller in Q2 2025 was BlackRock, an estimated $376K sold.

Based on aggregated 13F filings for Q2 2025.