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Evolution Petroleum

111 hedge funds and large institutions have $100M invested in Evolution Petroleum in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $164K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $101M → $100M (-$326K)

0.72% less ownership

Funds ownership: 57.34%56.61% (-0.72%)

1% less funds holding

Funds holding: 112111 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
37
Reduced
45
Closed
12
Calls
$1.04M
Puts
$164K
Net Calls
+$879K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.3M -$338K -64,826 -2%
WA
2
WealthTrust Axiom
Pennsylvania
$9.15M +$153K +29,321 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.2M -$39.7K -7,612 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.84M +$12.8K +2,463 +0.2%
RRAM
5
River Road Asset Management
Kentucky
$6.84M -$18.1K -3,469 -0.3%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.68M +$1.78K +341 +0%
RIM
7
Ranger Investment Management
Texas
$5.53M -$13K -2,495 -0.2%
NSIM
8
North Star Investment Management
Illinois
$4.29M -$25.4K -4,868 -0.6%
American Century Companies
9
American Century Companies
Missouri
$3.88M +$625K +119,746 +19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.84M +$147K +28,278 +4%
State Street
11
State Street
Massachusetts
$3.52M -$57.4K -11,010 -2%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$3.47M +$643K +123,277 +23%
Morgan Stanley
13
Morgan Stanley
New York
$3.15M -$60.2K -11,541 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$1.85M +$393K +75,437 +27%
UBS Group
15
UBS Group
Switzerland
$1.81M +$51.7K +9,908 +3%
Northern Trust
16
Northern Trust
Illinois
$1.63M -$27.5K -5,274 -2%
CAMG
17
CWA Asset Management Group
Florida
$1.58M +$367K +70,450 +30%
RFA
18
Register Financial Advisors
Georgia
$1.54M +$41.1K +7,880 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.26M -$32.7K -6,267 -3%
BA
20
Bard Associates
Illinois
$1.15M -$4.17K -800 -0.4%
PCM
21
Perritt Capital Management
Illinois
$1.01M -$17.4K -3,333 -2%
Goldman Sachs
22
Goldman Sachs
New York
$724K +$141K +27,068 +24%
EI
23
Ethic Inc
New York
$718K +$67.5K +12,937 +10%
AA
24
Ancora Advisors
Ohio
$543K +$322K +61,708 +143%
Charles Schwab
25
Charles Schwab
California
$462K +$3.94K +756 +0.9%

EPM Hedge Fund Activity: Q1 2025 in Review

111 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2025, worth a combined $100M — down 0.32% from $101M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EPM and 11 opened new positions — a net loss of 1 holder — while 45 trimmed existing stakes and 37 added.

The largest buyer was Russell Investments Group, adding an estimated $643K. The largest seller was BlackRock, cutting an estimated $338K.

  • 111 institutional investors held Evolution Petroleum (EPM) as of Q1 2025, down from 112 in Q4 2024.
  • Funds reported $100M of Evolution Petroleum stock for Q1 2025, down 0.32% quarter-over-quarter.
  • 11 funds opened new Evolution Petroleum positions in Q1 2025 and 12 closed out, a net change of -1 holder.
  • The largest Evolution Petroleum buyer in Q1 2025 was Russell Investments Group, an estimated $643K added.
  • The largest Evolution Petroleum seller in Q1 2025 was BlackRock, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2025.