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Evolution Petroleum

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: 115119 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$8.54M -$134K -31,848 -1%
WA
2
WealthTrust Axiom
Pennsylvania
$6.9M +$703K +166,624 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.77M +$119K +28,306 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.03M -$50.6K -11,982 -0.8%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.76M +$9.7K +2,300 +0.2%
American Century Companies
6
American Century Companies
Missouri
$3.61M +$182K +43,203 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$2.73M +$1.25M +296,415 +62%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.68M +$123K +29,101 +4%
State Street
9
State Street
Massachusetts
$2.46M -$2.19K -519 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$2.34M +$79.7K +18,897 +3%
NSIM
11
North Star Investment Management
Illinois
$1.97M -$527K -124,797 -18%
CAMG
12
CWA Asset Management Group
Florida
$1.94M +$324K +76,686 +16%
RRAM
13
River Road Asset Management
Kentucky
$1.9M -$3.19M -757,018 -58%
RFA
14
Register Financial Advisors
Georgia
$1.2M +$88.5K +20,978 +7%
Northern Trust
15
Northern Trust
Illinois
$1.08M -$37.5K -8,893 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$959K +$1.14M +271,003 New
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$683K -$131K -31,002 -14%
PCM
18
Perritt Capital Management
Illinois
$617K -$8.61K -2,041 -1%
SL
19
Sentinus LLC
Illinois
$617K +$735K +174,275 New
UBS Group
20
UBS Group
Switzerland
$512K -$1.37M -325,098 -69%
Goldman Sachs
21
Goldman Sachs
New York
$480K +$126K +29,916 +28%
BA
22
Bard Associates
Illinois
$476K -$154K -36,481 -21%
RWM
23
Ritholtz Wealth Management
New York
$459K -$26.6K -6,311 -5%
QCM
24
Quantinno Capital Management
New York
$415K +$134K +31,871 +37%
EI
25
Ethic Inc
New York
$389K -$30.2K -7,147 -6%