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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
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$1.64K +$958 +227 +96%
SAM
102
Smartleaf Asset Management
Massachusetts
$1.63K +$793 +188 +69%
SCM
103
Sterling Capital Management
North Carolina
$1.54K +$473 +112 +35%
GI
104
GAMMA Investing
California
$1.43K +$1.12K +265 +192%
GSWM
105
Golden State Wealth Management
California
$1.3K
HCA
106
Harbor Capital Advisors
Illinois
$1K -$30 -7 -2%
SS
107
SBI Securities
Japan
$995 -$911 -216 -43%
IAS
108
IMA Advisory Services
Colorado
$747 +$46 +11 New
FFA
109
Farther Finance Advisors
California
$729 -$236 -56 -21%
FNWA
110
Financial Network Wealth Advisors
Utah
$651
RIL
111
Rothschild Investment LLC
Illinois
$354 +$169 +40 +67%
LWMI
112
Legacy Wealth Management (Idaho)
Idaho
$259 +$308 +73 New
EP
113
Essential Partners
California
$223 -$1.81K -428 -87%
IA
114
IFP Advisors
Florida
$209 -$72 -17 -22%
CFD
115
Creative Financial Designs
Indiana
$60 +$4 +1 +6%
EWA
116
EverSource Wealth Advisors
Alabama
$42 -$506 -120 -91%
TWD
117
True Wealth Design
Ohio
$11
MAFA
118
MJT & Associates Financial Advisory
Minnesota
$5
RIM
119
Ranger Investment Management
Texas
-$4.55M -943,820 Closed
KPP
120
Kings Path Partners
Texas
-$260K -53,995 Closed
CIS
121
Connors Investor Services
Pennsylvania
-$203K -42,036 Closed
Cerity Partners
122
Cerity Partners
New York
-$140K -29,042 Closed
VPIM
123
Vanguard Personalized Indexing Management
California
-$123K -25,495 Closed
JHCP
124
Jackson Hole Capital Partners
Oklahoma
-$119K -24,709 Closed
MIM
125
MetLife Investment Management
New Jersey
-$84.1K -17,439 Closed