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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
AC
301
Allstate Corporation
Illinois
$1.43M +$843K +12,889 +163%
JWCA
302
J.W. Cole Advisors
Florida
$1.43M +$277K +4,229 +26%
Rafferty Asset Management
303
Rafferty Asset Management
New York
$1.43M -$335K -5,116 -20%
RIM
304
Rakuten Investment Management
Japan
$1.43M +$1.38M +21,020 New
SCM
305
Schnieders Capital Management
California
$1.43M
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$1.42M
Pathstone Holdings
307
Pathstone Holdings
New Jersey
$1.41M +$11.7K +179 +0.9%
TRCT
308
Tower Research Capital (TRC)
New York
$1.41M +$247K +3,773 +23%
IWM
309
IHT Wealth Management
Illinois
$1.4M -$1.31M -19,960 -50%
AWC
310
Adamsbrown Wealth Consultants
Kansas
$1.39M +$6.15K +94 +0.5%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$1.36M +$654 +10 +0.1%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$1.35M +$190K +2,906 +17%
WP
313
Woodline Partners
California
$1.34M +$368K +5,618 +41%
WANY
314
Wealthspire Advisors (New York)
New York
$1.32M -$27.8K -425 -2%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$1.29M -$4.06K -62 -0.3%
PS
316
Pensionfund Sabic
Netherlands
$1.28M -$353K -5,400 -23%
MSU
317
Mizuho Securities USA
New York
$1.27M -$221K -3,383 -16%
HT
318
Headlands Technologies
Illinois
$1.25M -$2.76M -42,155 -70%
PAG
319
Private Advisor Group
New Jersey
$1.24M +$66.8K +1,021 +6%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$1.24M -$8.38K -128 -0.7%
WSFS
321
Wilmington Savings Fund Society
Delaware
$1.23M +$96.9K +1,481 +9%
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M +$50.1K +765 +4%
FPGK
323
Financial Partners Group (Kansas)
Kansas
$1.22M +$87.2K +1,333 +8%
BCM
324
Brookmont Capital Management
Texas
$1.21M -$51.4K -786 -4%
MHI
325
Miller Howard Investments
New York
$1.21M +$383K +5,847 +50%

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.