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Evolution Petroleum

121 hedge funds and large institutions have $81.8M invested in Evolution Petroleum in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,370% more call options, than puts

Call options by funds: $691K | Put options by funds: $47K

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $64.5M → $81.8M (+$17.3M)

2% more funds holding

Funds holding: 119121 (+2)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

1.46% less ownership

Funds ownership: 52.51%51.05% (-1.5%)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
39
Reduced
40
Closed
20
Calls
$691K
Puts
$47K
Net Calls
+$644K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
101
Harbor Capital Advisors
Illinois
$2K -$83 -20 -5%
CCWM
102
Cassaday & Co Wealth Management
Virginia
$1.74K +$1.58K +380 New
GSWM
103
Golden State Wealth Management
California
$1.69K
AAP
104
Arax Advisory Partners
Colorado
$1.64K +$1.49K +357 New
MWM
105
Mosley Wealth Management
California
$1.45K +$1.25K +300 New
SCM
106
Sterling Capital Management
North Carolina
$1.39K -$545 -131 -30%
SS
107
SBI Securities
Japan
$1.13K -$142 -34 -12%
FFA
108
Farther Finance Advisors
California
$909 +$8 +2 +1%
EWA
109
EverSource Wealth Advisors
Alabama
$569 +$466 +112 +933%
RIL
110
Rothschild Investment LLC
Illinois
$472 +$12 +3 +3%
EP
111
Essential Partners
California
$440 +$137 +33 +52%
LWMI
112
Legacy Wealth Management (Idaho)
Idaho
$335
RFP
113
Root Financial Partners
California
$247 +$225 +54 New
CFD
114
Creative Financial Designs
Indiana
$80
MCM
115
MAI Capital Management
Ohio
$28 +$25 +6 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$23 +$21 +5 New
SS
117
Sunbelt Securities
Texas
$23 +$21 +5 New
TWD
118
True Wealth Design
Ohio
$10 -$4 -1 -33%
IA
119
IFP Advisors
Florida
$9 -$237 -57 -97%
MAFA
120
MJT & Associates Financial Advisory
Minnesota
$1 -$4 -1 -50%
RRAM
121
River Road Asset Management
Kentucky
-$1.9M -537,375 Closed
AWA
122
Arete Wealth Advisors
Illinois
-$188K -52,998 Closed
CFG
123
Certior Financial Group
Pennsylvania
-$109K -30,869 Closed
PCG
124
Prosperity Consulting Group
Maryland
-$82.3K -23,240 Closed
HF
125
HRT Financial
New York
-$77K -21,977 Closed