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819 hedge funds and large institutions have $14.3B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 361 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.78M

61% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 224

16% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 76

2.13% more ownership

Funds ownership: 87.81%89.94% (+2.1%)

2% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$342M)

0% more funds holding

Funds holding: 819819 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
819
Holders Change
Holders Change %
0%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
88
Increased
361
Reduced
224
Closed
76
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$1.56M +$213K +3,163 +16%
UB
302
UMB Bank
Missouri
$1.56M -$104K -1,550 -6%
RPGK
303
Retirement Planning Group (Kansas)
Kansas
$1.54M +$85.9K +1,278 +6%
DAS
304
Dynamic Advisor Solutions
Arizona
$1.53M -$27.1K -403 -2%
BF
305
BOK Financial
Oklahoma
$1.52M -$31.9K -474 -2%
SCM
306
Schnieders Capital Management
California
$1.49M +$58.6K +872 +4%
Pathstone Holdings
307
Pathstone Holdings
New Jersey
$1.46M +$46.6K +694 +3%
Public Employees Retirement Association of Colorado
308
Public Employees Retirement Association of Colorado
Colorado
$1.42M
IWM
309
IHT Wealth Management
Illinois
$1.41M +$14.2K +212 +1%
LWL
310
Leo Wealth LLC
Texas
$1.4M +$1.36M +20,303 New
HWAM
311
Hennion & Walsh Asset Management
New Jersey
$1.39M +$230K +3,428 +21%
Lido Advisors
312
Lido Advisors
California
$1.38M -$151K -2,242 -10%
AWC
313
Adamsbrown Wealth Consultants
Kansas
$1.37M -$16.7K -249 -1%
WSFS
314
Wilmington Savings Fund Society
Delaware
$1.37M +$136K +2,019 +11%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$1.37M +$6.72K +100 +0.5%
WANY
316
Wealthspire Advisors (New York)
New York
$1.36M +$33K +491 +3%
ASN
317
Advisory Services Network
Georgia
$1.33M +$583K +8,682 +86%
SFA
318
Sequoia Financial Advisors
Ohio
$1.33M +$1.09M +16,285 +539%
PAG
319
Private Advisor Group
New Jersey
$1.33M +$83.5K +1,242 +7%
PAS
320
Park Avenue Securities
New York
$1.31M +$677K +10,068 +112%
MHI
321
Miller Howard Investments
New York
$1.28M +$70.6K +1,050 +6%
DekaBank Deutsche Girozentrale
322
DekaBank Deutsche Girozentrale
Germany
$1.26M +$8.6K +128 +0.7%
TC
323
Trust Company
Kansas
$1.25M +$757K +11,264 +165%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M +$18.1K +270 +2%
FPGK
325
Financial Partners Group (Kansas)
Kansas
$1.21M -$874 -13 -0.1%

EVRG Hedge Fund Activity: Q2 2025 in Review

819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2025, worth a combined $14.3B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EVRG positions and 76 closed out — a net gain of 12 holders — while 361 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Point72 Asset Management, cutting an estimated $147M.

  • 819 institutional investors held Evergy (EVRG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14.3B of Evergy stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 88 funds opened new Evergy positions in Q2 2025 and 76 closed out, a net change of +12 holders.
  • The largest Evergy buyer in Q2 2025 was BlackRock, an estimated $192M added.
  • The largest Evergy seller in Q2 2025 was Point72 Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.