Evolution Petroleum
EPM
115 hedge funds and large institutions have $96.2M invested in Evolution Petroleum in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 8 closing their positions.
361% more call options, than puts
Call options by funds: $323K | Put options by funds: $70K
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
11% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 37
6% more funds holding
Funds holding: 108 → 115 (+7)
1.3% more ownership
Funds ownership: 56.77% → 58.07% (+1.3%)
5% more capital invested
Capital invested by funds: $91.7M → $96.2M (+$4.46M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.12M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$678K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$609K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$442K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$1.01M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$736K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$326K |
| 4 |
BlackRock
New York
|
-$250K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$164K |
EPM Hedge Fund Activity: Q3 2025 in Review
115 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q3 2025, worth a combined $96.2M — up 4.9% from $91.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EPM positions and 8 closed out — a net gain of 8 holders — while 41 added to existing stakes and 37 trimmed.
The largest buyer was O'Shaughnessy Asset Management, opening a new position worth an estimated $1.12M. The largest seller was Ranger Investment Management, cutting an estimated $1.01M.
- 115 institutional investors held Evolution Petroleum (EPM) as of Q3 2025, up from 108 in Q2 2025.
- Funds reported $96.2M of Evolution Petroleum stock for Q3 2025, up 4.9% quarter-over-quarter.
- 16 funds opened new Evolution Petroleum positions in Q3 2025 and 8 closed out, a net change of +8 holders.
- The largest Evolution Petroleum buyer in Q3 2025 was O'Shaughnessy Asset Management, an estimated $1.12M added.
- The largest Evolution Petroleum seller in Q3 2025 was Ranger Investment Management, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2025.