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Evolution Petroleum

111 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $164K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $101M → $100M (-$326K)

0.72% less ownership

Funds ownership: 57.34%56.61% (-0.72%)

1% less funds holding

Funds holding: 112111 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
37
Reduced
45
Closed
12
Calls
$1.04M
Puts
$164K
Net Calls
+$879K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$1.65K -$7.05K -1,352 -81%
FFA
102
Farther Finance Advisors
California
$1.05K
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 +$960 +184 New
TWD
106
True Wealth Design
Ohio
$948 +$104 +20 +12%
SC
107
SouthState Corp
Florida
$503 +$506 +97 New
SAM
108
Smartleaf Asset Management
Massachusetts
$199 -$193 -37 -49%
CFD
109
Creative Financial Designs
Indiana
$81 +$5 +1 +7%
MAFA
110
MJT & Associates Financial Advisory
Minnesota
$6 +$10 +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
C
123
Covestor
United Kingdom
-$37 -7 -19%

EPM Hedge Fund Activity: Q1 2025 in Review

111 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2025, worth a combined $100M — down 0.32% from $101M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPM and 11 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 37 added.

The largest buyer was Russell Investments Group, adding an estimated $643K. The largest seller was BlackRock, cutting an estimated $338K.

  • 111 institutional investors held Evolution Petroleum (EPM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $100M of Evolution Petroleum stock for Q1 2025, down 0.32% quarter-over-quarter.
  • 11 funds opened new Evolution Petroleum positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest Evolution Petroleum buyer in Q1 2025 was Russell Investments Group, an estimated $643K added.
  • The largest Evolution Petroleum seller in Q1 2025 was BlackRock, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2025.