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Evergy

852 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 53

34% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 252

14% more capital invested

Capital invested by funds: $14.3B → $16.3B (+$2.06B)

4% more funds holding

Funds holding: 819852 (+33)

3.37% more ownership

Funds ownership: 89.94%93.31% (+3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

70% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $71.9M

Holders
852
Holders Change
+33
Holders Change %
+4.03%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
338
Reduced
252
Closed
53
Calls
$21.6M
Puts
$71.9M
Net Calls
-$50.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$1.72M +$36.4K +511 +2%
SLAM
302
Swiss Life Asset Management
$1.7M -$358K -5,025 -18%
PAS
303
Park Avenue Securities
New York
$1.69M +$228K +3,201 +17%
DAS
304
Dynamic Advisor Solutions
Arizona
$1.69M -$3.35K -47 -0.2%
Lido Advisors
305
Lido Advisors
California
$1.68M +$147K +2,063 +10%
HP
306
Hartree Partners
New York
$1.67M +$1.57M +22,000 New
WBC
307
Westpac Banking Corp
Australia
$1.65M -$77.3K -1,085 -5%
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$1.65M +$34.4K +482 +2%
PIWA
309
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$780K +10,947 +102%
SCM
310
Schnieders Capital Management
California
$1.63M -$10.7K -150 -0.7%
IWM
311
IHT Wealth Management
Illinois
$1.57M +$8.77K +123 +0.6%
UB
312
UMB Bank
Missouri
$1.57M -$140K -1,966 -9%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$1.56M
SA
314
Sanctuary Advisors
Indiana
$1.55M +$212K +2,981 +17%
FAM
315
Fulcrum Asset Management
United Kingdom
$1.52M +$728K +10,218 +104%
CG
316
Caprock Group
Idaho
$1.48M +$1.47M +20,581 New
LP
317
LMR Partners
United Kingdom
$1.48M -$245K -3,444 -15%
MHI
318
Miller Howard Investments
New York
$1.48M +$58.7K +823 +4%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$1.47M -$1.91M -26,808 -58%
AWC
320
Adamsbrown Wealth Consultants
Kansas
$1.46M -$52K -730 -4%
PAG
321
Private Advisor Group
New Jersey
$1.46M -$10K -141 -0.7%
NA
322
NewEdge Advisors
Louisiana
$1.45M +$325K +4,557 +31%
WSFS
323
Wilmington Savings Fund Society
Delaware
$1.44M -$67.4K -946 -5%
WANY
324
Wealthspire Advisors (New York)
New York
$1.42M -$70.8K -994 -5%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$1.39M