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Evolution Petroleum
EPM

108 hedge funds and large institutions have $91.7M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $586K | Put options by funds: $195K

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.16% more ownership

Funds ownership: 56.61% → 56.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 111 → 108 (-3)

9% less capital invested

Capital invested by funds: $100M → $91.7M (-$8.7M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% 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
13
Increased
39
Reduced
36
Closed
15
Calls
$586K
Puts
$195K
Net Calls
+$391K
Net Calls Change
-$488K

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$502K
2
American Century Companies
American Century Companies
Missouri
+$481K
3
CAMG
CWA Asset Management Group
Florida
+$466K
4
RIM
Ranger Investment Management
Texas
+$359K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$212K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$376K
2
Goldman Sachs
Goldman Sachs
New York
-$343K
3
AA
Ancora Advisors
Ohio
-$279K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$215K
5
Two Sigma Investments
Two Sigma Investments
New York
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$541 +$521 +115 New
AAS
102
Ameritas Advisory Services
Nebraska
$470 +$453 +100 New
CFD
103
Creative Financial Designs
Indiana
$76 – – –
EP
104
Essential Partners
California
$61 +$59 +13 New
EWA
105
EverSource Wealth Advisors
Alabama
$42 -$10.5K -2,307 -100%
TWD
106
True Wealth Design
Ohio
$33 -$798 -176 -96%
MAFA
107
MJT & Associates Financial Advisory
Minnesota
$5 – – –
Two Sigma Investments
108
Two Sigma Investments
New York
– -$195K -37,726 Closed
BCM
109
Beaumont Capital Management
Massachusetts
– -$98.8K -19,070 Closed
CF
110
Corebridge Financial
Texas
– -$77.8K -15,019 Closed
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
– -$69.7K -13,447 Closed
BHCM
112
Brevan Howard Capital Management
Jersey
– -$55.8K -10,774 Closed
SPA
113
Sherbrooke Park Advisers
New York
– -$54.5K -10,514 Closed
SG Americas Securities
114
SG Americas Securities
New York
– -$53K -10,209 Closed
Citadel Advisors
115
Citadel Advisors
Florida
– -$16.2K -3,581 Closed
Group One Trading
116
Group One Trading
Illinois
– -$11.6K -2,560 Closed
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
– -$11.5K -2,221 Closed
CCM
118
Coldstream Capital Management
Washington
– -$2.81K -543 Closed
GI
119
GAMMA Investing
California
– -$2.76K -533 Closed
VCM
120
Versant Capital Management
Arizona
– -$2.17K -419 Closed
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
– -$1.78K -343 Closed
RA
122
Rise Advisors
New York
– -$1.04K -200 Closed
C
123
Covestor
United Kingdom
– -$122 -27 -90%
1 2 3 4
5

EPM Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2025, worth a combined $91.7M — down 8.7% from $100M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPM and 13 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Raymond James Financial, adding an estimated $502K. The largest seller was BlackRock, cutting an estimated $376K.

  • 108 institutional investors held Evolution Petroleum (EPM) as of Q2 2025, down from 111 in Q1 2025.
  • Funds reported $91.7M of Evolution Petroleum stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 13 funds opened new Evolution Petroleum positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest Evolution Petroleum buyer in Q2 2025 was Raymond James Financial, an estimated $502K added.
  • The largest Evolution Petroleum seller in Q2 2025 was BlackRock, an estimated $376K sold.

Based on aggregated 13F filings for Q2 2025.