EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

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

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
37
Reduced
45
Closed
12
Calls
$1.04M
Puts
$164K
Net Calls
+$879K
Net Calls Change
+$202K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$3.47M
2
American Century Companies
2
American Century Companies
Missouri
$3.88M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.85M
4
CAMG
4
CWA Asset Management Group
Florida
$1.58M
5
AA
5
Ancora Advisors
Ohio
$543K

Top Sellers

1
BlackRock
1
BlackRock
New York
$13.3M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$0
3
KPP
3
Kings Path Partners
Texas
$342K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.3K
5
PA
5
PharVision Advisers
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
101
Arax Advisory Partners
Colorado
$1.65K -$7.01K -1,352 -81%
FFA
102
Farther Finance Advisors
California
$1.06K – – –
RA
103
Rise Advisors
New York
$1.04K +$1.04K +200 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$1.02K – – –
FNWA
105
Financial Network Wealth Advisors
Utah
$953 +$953 +184 New
TWD
106
True Wealth Design
Ohio
$948 +$104 +20 +12%
SC
107
SouthState Corp
Florida
$503 +$503 +97 New
SAM
108
Smartleaf Asset Management
Massachusetts
$199 -$189 -37 -49%
CFD
109
Creative Financial Designs
Indiana
$81 +$5 +1 +7%
MAFA
110
MJT & Associates Financial Advisory
Minnesota
$6 +$6 +2 New
PMAM
111
Penn Mutual Asset Management
Pennsylvania
– -$315K -60,168 Closed
PA
112
PharVision Advisers
Florida
– -$152K -29,027 Closed
XT
113
XTX Topco
Cayman Islands
– -$151K -28,941 Closed
Marshall Wace
114
Marshall Wace
United Kingdom
– -$143K -27,249 Closed
OSAM
115
O'Shaughnessy Asset Management
Connecticut
– -$136K -26,030 Closed
Millennium Management
116
Millennium Management
New York
– -$97.1K -18,560 Closed
EGM
117
Engineers Gate Manager
New York
– -$89.4K -17,098 Closed
HF
118
HRT Financial
New York
– -$71K -13,664 Closed
Creative Planning
119
Creative Planning
Kansas
– -$52.3K -10,000 Closed
QL
120
Quarry LP
New York
– -$40.5K -7,738 Closed
VWM
121
Venturi Wealth Management
Texas
– -$4.09K -782 Closed
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
– -$1.33K -250 Closed
1 2 3 4
5