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Evolution Petroleum
EPM
EPM
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: 115 → 119 (+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: 1 → 0 (-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
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 3 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$735K |
| 4 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
+$703K |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$449K |
Top Sellers
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$4.55M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$3.19M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$2.62M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.37M |
| 5 |
Bank of New York Mellon
New York
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
126
Equitable Holdings
New York
| – | -$80.6K | -16,719 | Closed |
|
|
KCM
127
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$59.9K | -12,431 | Closed |
|
128
Focus Partners Wealth
Boston,
Massachusetts
| – | -$87.8K | -12,418 | Closed |
|
|
RPWA
129
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$57K | -11,822 | Closed |
|
130
Franklin Resources
San Mateo,
California
| – | -$52.8K | -10,963 | Closed |
|
|
SSG
131
Summit Securities Group
New York
| – | -$18.8K | -3,900 | Closed |
|
|
AAP
132
Arax Advisory Partners
Denver,
Colorado
| – | -$6.21K | -1,289 | Closed |
|
|
VCM
133
Versant Capital Management
Phoenix,
Arizona
| – | -$5.15K | -1,069 | Closed |
|
|
LFG
134
Larson Financial Group
St Louis,
Missouri
| – | -$4.82K | -1,000 | Closed |
|
135
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$733 | -152 | Closed |
|
|
AAS
136
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$482 | -100 | Closed |
|
|
CA
137
Clearstead Advisors
Cleveland,
Ohio
| – | -$5 | -1 | Closed |
|
|
C
138
Covestor
London,
United Kingdom
| – | +$13 | +3 | New |
|