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Evolution Petroleum

108 hedge funds and large institutions have $91.7M invested in Evolution Petroleum in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $586K | Put options by funds: $195K

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0.16% more ownership

Funds ownership: 56.61%56.77% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 111108 (-3)

9% less capital invested

Capital invested by funds: $100M → $91.7M (-$8.7M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
39
Reduced
36
Closed
15
Calls
$586K
Puts
$195K
Net Calls
+$391K
Net Calls Change
-$488K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.7M -$376K -82,976 -3%
WA
2
WealthTrust Axiom
Pennsylvania
$8.39M +$82.5K +18,212 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.5M +$56.7K +12,503 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.89M -$215K -47,542 -3%
RRAM
5
River Road Asset Management
Kentucky
$6.29M -$76.5K -16,879 -1%
RIM
6
Ranger Investment Management
Texas
$5.39M +$359K +79,280 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.04M -$106K -23,400 -2%
American Century Companies
8
American Century Companies
Missouri
$4.02M +$481K +106,056 +14%
NSIM
9
North Star Investment Management
Illinois
$3.89M +$657 +145 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.42M -$60.1K -13,265 -2%
State Street
11
State Street
Massachusetts
$3.29M +$95K +20,960 +3%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$2.96M -$182K -40,170 -6%
Morgan Stanley
13
Morgan Stanley
New York
$2.79M -$74.5K -16,442 -3%
Raymond James Financial
14
Raymond James Financial
Florida
$2.2M +$502K +110,687 +31%
CAMG
15
CWA Asset Management Group
Florida
$1.92M +$466K +102,764 +34%
UBS Group
16
UBS Group
Switzerland
$1.79M +$147K +32,346 +9%
RFA
17
Register Financial Advisors
Georgia
$1.48M +$80.8K +17,829 +6%
Northern Trust
18
Northern Trust
Illinois
$1.47M -$10.3K -2,278 -0.7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.13M -$6.81K -1,503 -0.6%
BA
20
Bard Associates
Illinois
$846K -$192K -42,250 -19%
PCM
21
Perritt Capital Management
Illinois
$838K -$73K -16,112 -8%
Wells Fargo
22
Wells Fargo
California
$491K +$186K +41,031 +65%
EI
23
Ethic Inc
New York
$480K -$194K -42,876 -31%
Charles Schwab
24
Charles Schwab
California
$452K +$31.5K +6,948 +8%
BCM
25
Bridgeway Capital Management
Texas
$349K

EPM Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q2 2025, worth a combined $91.7M — down 8.7% from $100M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPM and 13 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 39 added.

The largest buyer was Raymond James Financial, adding an estimated $502K. The largest seller was BlackRock, cutting an estimated $376K.

  • 108 institutional investors held Evolution Petroleum (EPM) as of Q2 2025, down from 111 in Q1 2025.
  • Funds reported $91.7M of Evolution Petroleum stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 13 funds opened new Evolution Petroleum positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest Evolution Petroleum buyer in Q2 2025 was Raymond James Financial, an estimated $502K added.
  • The largest Evolution Petroleum seller in Q2 2025 was BlackRock, an estimated $376K sold.

Based on aggregated 13F filings for Q2 2025.