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Evolution Petroleum
EPM

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: 119 → 121 (+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

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$1.08M
2
WA
WealthTrust Axiom
Pennsylvania
+$781K
3
CAMG
CWA Asset Management Group
Florida
+$675K
4
Goldman Sachs
Goldman Sachs
New York
+$625K
5
Millennium Management
Millennium Management
New York
+$366K

Top Sellers

1
RRAM
River Road Asset Management
Kentucky
-$1.9M
2
SL
Sentinus LLC
Illinois
-$612K
3
BA
Bard Associates
Illinois
-$550K
4
NSIM
North Star Investment Management
Illinois
-$520K
5
Renaissance Technologies
Renaissance Technologies
New York
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.8M -$193K -46,264 -2%
WA
2
WealthTrust Axiom
Pennsylvania
$9.78M +$781K +187,559 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.66M +$136K +32,641 +2%
VCM
4
Vanguard Capital Management
Pennsylvania
$5.71M +$5.19M +1,247,734 New
American Century Companies
5
American Century Companies
Missouri
$4.97M +$264K +63,461 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$4.72M +$1.08M +258,805 +34%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.36M -$455K -109,400 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.57M +$90.2K +21,662 +3%
CAMG
9
CWA Asset Management Group
Florida
$3.25M +$675K +162,130 +30%
State Street
10
State Street
Massachusetts
$3.17M -$11.1K -2,670 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$2.98M -$35.9K -8,634 -1%
NSIM
12
North Star Investment Management
Illinois
$1.97M -$520K -125,012 -22%
RFA
13
Register Financial Advisors
Georgia
$1.54M -$5.45K -1,309 -0.4%
Citadel Advisors
14
Citadel Advisors
Florida
$1.49M +$228K +54,902 +20%
Northern Trust
15
Northern Trust
Illinois
$1.41M +$10K +2,405 +0.8%
Goldman Sachs
16
Goldman Sachs
New York
$1.31M +$625K +150,063 +111%
VFT
17
Vanguard Fiduciary Trust
Pennsylvania
$956K +$868K +208,628 New
UBS Group
18
UBS Group
Switzerland
$909K +$224K +53,919 +37%
VPM
19
Vanguard Portfolio Management
Pennsylvania
$858K +$780K +187,315 New
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$768K +$255K +61,374 +58%
RWM
21
Ritholtz Wealth Management
New York
$603K +$8.21K +1,972 +2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$568K -$287K -68,994 -36%
CP
23
Castleview Partners
Texas
$436K +$70.8K +17,000 +22%
Charles Schwab
24
Charles Schwab
California
$407K -$29.6K -7,107 -7%
Millennium Management
25
Millennium Management
New York
$402K +$366K +87,835 New
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