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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 %
AAS
101
Ameritas Advisory Services
Nebraska
$470 100 +100 New
CFD
102
Creative Financial Designs
Indiana
$76 16 – –
EWA
103
EverSource Wealth Advisors
Alabama
$42 9 -2,307 -100%
TWD
104
True Wealth Design
Ohio
$33 7 -176 -96%
MAFA
105
MJT & Associates Financial Advisory
Minnesota
$5 2 – –
Two Sigma Investments
106
Two Sigma Investments
New York
– – -37,726 Closed
BCM
107
Beaumont Capital Management
Massachusetts
– – -19,070 Closed
CF
108
Corebridge Financial
Texas
– – -15,019 Closed
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
– – -13,447 Closed
BHCM
110
Brevan Howard Capital Management
Jersey
– – -10,774 Closed
SPA
111
Sherbrooke Park Advisers
New York
– – -10,514 Closed
SG Americas Securities
112
SG Americas Securities
New York
– – -10,209 Closed
Citadel Advisors
113
Citadel Advisors
Florida
– – -3,581 Closed
Group One Trading
114
Group One Trading
Illinois
– – -2,560 Closed
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
– – -2,221 Closed
CCM
116
Coldstream Capital Management
Washington
– – -543 Closed
GI
117
GAMMA Investing
California
– – -533 Closed
VCM
118
Versant Capital Management
Arizona
– – -419 Closed
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
– – -343 Closed
RA
120
Rise Advisors
New York
– – -200 Closed
C
121
Covestor
United Kingdom
$0 3 -27 -90%
Simplex Trading
122
Simplex Trading
Illinois
– – – –
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5