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Evolution Petroleum

119 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, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $194K | Put options by funds: $83K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

3% more funds holding

Funds holding: 115119 (+4)

5.56% less ownership

Funds ownership: 58.07%52.51% (-5.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

33% less capital invested

Capital invested by funds: $96.2M → $64.5M (-$31.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
36
Reduced
42
Closed
19
Calls
$194K
Puts
$83K
Net Calls
+$111K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
76
Chancellor Financial Group WB
Pennsylvania
$41.9K +$844 +200 +2%
LPL Financial
77
LPL Financial
California
$40K -$14.6K -3,453 -23%
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$39.3K
IC
79
Inscription Capital
Texas
$37.9K +$45.2K +10,704 New
MGP
80
Metis Global Partners
California
$36.1K
SG
81
StoneX Group
New York
$35.8K +$42.7K +10,123 New
SPA
82
Sherbrooke Park Advisers
New York
$35.7K +$42.6K +10,093 New
Osaic Holdings
83
Osaic Holdings
Arizona
$27.8K -$3.05K -722 -8%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$25K -$4.81K -1,140 -14%
NFSG
85
Newbridge Financial Services Group
Florida
$24.7K +$5.06K +1,200 +21%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$23.1K -$2.81K -667 -9%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$23K +$27.9K +6,601 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$22.4K -$86.1K -20,407 -76%
Simplex Trading
89
Simplex Trading
Illinois
$20.3K +$16.9K +4,009 +233%
Legal & General Group
90
Legal & General Group
United Kingdom
$11.6K -$1.19K -281 -8%
TRCT
91
Tower Research Capital (TRC)
New York
$10.8K +$920 +218 +8%
CA
92
CoreCap Advisors
Michigan
$10.1K +$392 +93 +3%
AIP
93
Ameritas Investment Partners
Nebraska
$9.22K
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$6.83K -$55 -13 -0.7%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6K -$507K -120,105 -99%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$4.85K
AB
97
Amalgamated Bank
New York
$4K -$304 -72 -7%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$3.57K
AF
99
Allworth Financial
California
$2.48K +$312 +74 +12%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K -$10.6K -2,523 -80%