Who Owns Evolution Petroleum Corporation (EPM)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$6.898498540003001e+130T
% of Float Held
—
QoQ Change in Holders
+15 / -0
Price History
EPM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| North Star Investment Management Corp. | New Position | +556K | +$2.0M |
| CWA Asset Management Group, LLC | New Position | +547K | +$1.9M |
| Register Financial Advisors LLC | New Position | +338K | +$1.2M |
| RITHOLTZ WEALTH MANAGEMENT | New Position | +130K | +$458K |
| Ethic Inc. | New Position | +110K | +$388K |
| Castleview Partners, LLC | New Position | +78K | +$277K |
| Schonfeld Strategic Advisors LLC | New Position | +74K | +$261K |
| TRUIST FINANCIAL CORP | New Position | +50K | +$176K |
| CERTIOR FINANCIAL GROUP, LLC | New Position | +31K | +$109K |
| Dynamic Technology Lab Private Ltd | New Position | +20K | +$70K |
| Virtu Financial LLC | New Position | +19K | +$66K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New Position | +18K | +$65K |
| OXFORD ASSET MANAGEMENT LLP | New Position | +16K | +$55K |
| Interchange Capital Partners, LLC | New Position | +14K | +$49K |
| Inscription Capital, LLC | New Position | +11K | +$37K |
EPM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BlackRock, Inc. | Decreased | -32K | -$11.8B |
| DIMENSIONAL FUND ADVISORS LP | Decreased | -12K | -$6.9B |
| River Road Asset Management, LLC | Decreased | -757K | -$6.2B |
| STATE STREET CORP | Decreased | -519 | -$3.4B |
| Russell Investments Group, Ltd. | Decreased | -621K | -$3.2B |
| UBS Group AG | Decreased | -325K | -$2.3B |
| NORTHERN TRUST CORP | Decreased | -9K | -$1.5B |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Decreased | -31K | -$1.1B |
| PERRITT CAPITAL MANAGEMENT INC | Decreased | -2K | -$849.2M |
| BARD ASSOCIATES INC | Decreased | -36K | -$823.9M |
| ROYAL BANK OF CANADA | Decreased | -120K | -$587.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Decreased | -901 | -$466.6M |
| WELLS FARGO & COMPANY/MN | Decreased | -9K | -$458.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Decreased | -19K | -$358.3M |
| Michels Family Financial, LLC | Decreased | -34K | -$223.2M |
Top Institutional Holders(Q4 2025)
EPM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 116 | $50.0M | +33 |
| Q3 2025 | 83 | $80.3B | -5 |
| Q2 2025 | 88 | $64.4B | -22 |
| Q1 2025 | 110 | $99.0B | +0 |
| Q4 2024 | 110 | $1.4T | +16 |
| Q3 2024 | 94 | $68.7T | +10 |
| Q2 2024 | 84 | $48.7T | -1 |
| Q1 2024 | 85 | $62.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold EPM (Evolution Petroleum Corporation). The largest holder is WealthTrust Axiom LLC with $6.9M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own EPM?
As of Q4 2025, 50 institutional investors report holding EPM (Evolution Petroleum Corporation) in their 13F filings.
Who is the largest institutional holder of EPM?
The largest institutional holder of EPM is WealthTrust Axiom LLC with $6.9M in shares.
Is institutional ownership of EPM increasing or decreasing?
This quarter, 15 institutions opened new positions in EPM and 0 closed their positions.