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819 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 335 increasing their positions, 234 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $53M | Put options by funds: $10.7M

82% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 62

43% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 234

11% more capital invested

Capital invested by funds: $12.5B → $13.9B (+$1.38B)

6% more funds holding

Funds holding: 775819 (+44)

0.79% less ownership

Funds ownership: 88.59%87.81% (-0.79%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
819
Holders Change
+44
Holders Change %
+5.68%
% of All Funds
10.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
113
Increased
335
Reduced
234
Closed
62
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$3.05M -$4.81M -73,515 -62%
BCIM
227
British Columbia Investment Management
British Columbia, Canada
$3.03M -$3.73K -57 -0.1%
KTA
228
Keeley-Teton Advisors
Illinois
$3.01M -$195K -2,982 -6%
PFA
229
Pathway Financial Advisers
Indiana
$3.01M +$47.2K +722 +2%
FCMA
230
Foresight Capital Management Advisors
Michigan
$3M +$69.4K +1,060 +2%
QCM
231
Qsemble Capital Management
New York
$2.97M +$2.51M +38,312 +814%
IA
232
Inspire Advisors
Idaho
$2.89M +$690K +10,540 +34%
GCM
233
Greenland Capital Management
New York
$2.86M -$9.3M -142,060 -77%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$242K +3,695 +10%
IIM
235
INTECH Investment Management
Florida
$2.81M +$170K +2,605 +7%
Schroder Investment Management Group
236
Schroder Investment Management Group
United Kingdom
$2.74M +$226K +3,459 +9%
ClearBridge Investments
237
ClearBridge Investments
New York
$2.73M +$481K +7,355 +23%
SO
238
STRS Ohio
Ohio
$2.69M -$717K -10,962 -22%
Baird Financial Group
239
Baird Financial Group
Wisconsin
$2.64M -$252K -3,854 -9%
US Bancorp
240
US Bancorp
Minnesota
$2.62M +$8.12K +124 +0.3%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$2.59M +$274K +4,191 +13%
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$2.58M +$257K +3,929 +12%
EGM
243
Engineers Gate Manager
New York
$2.57M +$2.44M +37,330 New
URS
244
Utah Retirement Systems
Utah
$2.54M
TCM
245
Twin Capital Management
Pennsylvania
$2.54M -$99.5K -1,521 -4%
Osaic Holdings
246
Osaic Holdings
Arizona
$2.53M -$575K -8,794 -19%
WG
247
Winton Group
United Kingdom
$2.53M +$2.4M +36,660 New
Pacer Advisors
248
Pacer Advisors
Pennsylvania
$2.52M -$1.22M -18,658 -34%
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$197K +3,014 +9%
ProShare Advisors
250
ProShare Advisors
Maryland
$2.5M +$89.9K +1,374 +4%

EVRG Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2025, worth a combined $13.9B — up 11% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EVRG positions and 62 closed out — a net gain of 51 holders — while 335 added to existing stakes and 234 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $143M. The largest seller was Millennium Management, cutting an estimated $226M.

  • 819 institutional investors held Evergy (EVRG) as of Q1 2025, up from 775 in Q4 2024.
  • Funds reported $13.9B of Evergy stock for Q1 2025, up 11% quarter-over-quarter.
  • 113 funds opened new Evergy positions in Q1 2025 and 62 closed out, a net change of +51 holders.
  • The largest Evergy buyer in Q1 2025 was Fidelity Investments, an estimated $143M added.
  • The largest Evergy seller in Q1 2025 was Millennium Management, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2025.