EPM icon

Evolution Petroleum

118 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, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

33% less capital invested

Capital invested by funds: $95.9M → $64.5M (-$31.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$194K
Puts
$83K
Net Calls
Net Calls Change

Top Sellers

1 -$4.55M
2 -$3.19M
3 -$2.62M
4
UBS Group
UBS Group
Switzerland
-$1.37M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$661K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$1.64K
SAM
102
Smartleaf Asset Management
Massachusetts
$1.63K
SCM
103
Sterling Capital Management
North Carolina
$1.54K
GI
104
GAMMA Investing
California
$1.43K
GSWM
105
Golden State Wealth Management
California
$1.3K
HCA
106
Harbor Capital Advisors
Illinois
$1K
SS
107
SBI Securities
Japan
$995
IAS
108
IMA Advisory Services
Colorado
$747
FFA
109
Farther Finance Advisors
California
$729
FNWA
110
Financial Network Wealth Advisors
Utah
$651
RIL
111
Rothschild Investment LLC
Illinois
$354
LWMI
112
Legacy Wealth Management (Idaho)
Idaho
$259
IA
113
IFP Advisors
Florida
$209
CFD
114
Creative Financial Designs
Indiana
$60
EWA
115
EverSource Wealth Advisors
Alabama
$42
TWD
116
True Wealth Design
Ohio
$11
MAFA
117
MJT & Associates Financial Advisory
Minnesota
$5
RIM
118
Ranger Investment Management
Texas
CIS
119
Connors Investor Services
Pennsylvania
Cerity Partners
120
Cerity Partners
New York
VPIM
121
Vanguard Personalized Indexing Management
California
JHCP
122
Jackson Hole Capital Partners
Oklahoma
MIM
123
MetLife Investment Management
New Jersey
EH
124
Equitable Holdings
New York
KCM
125
Kathmere Capital Management
Pennsylvania