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Evergy
EVRG

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: 819 → 852 (+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: 6 → 5 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$113M
3
BlackRock
BlackRock
New York
+$106M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$85.9M
5
AP
Antipodes Partners
Australia
+$68.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$66.7M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.6M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$64.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$59.2M
5
UBS AM
UBS AM
Illinois
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
326
Davis Capital Management
Florida
$1.38M +$1.29M +18,143 New
P
327
&Partners
Tennessee
$1.38M +$122K +1,713 +10%
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M – – –
KeyBank National Association
329
KeyBank National Association
Ohio
$1.35M +$114K +1,599 +10%
FPGK
330
Financial Partners Group (Kansas)
Kansas
$1.35M +$6.84K +96 +0.5%
EI
331
Ethic Inc
New York
$1.34M +$16.9K +237 +1%
AAF
332
Andra AP-fonden
Sweden
$1.33M -$3.16M -44,300 -72%
STA
333
Summit Trail Advisors
New York
$1.33M +$812K +11,392 +187%
DWM
334
Dakota Wealth Management
Florida
$1.31M -$1.39M -19,561 -53%
TI
335
Tidal Investments
Wisconsin
$1.29M +$80.3K +1,126 +7%
PS
336
Pensionfund Sabic
Netherlands
$1.28M – – –
BCM
337
Brookmont Capital Management
Texas
$1.28M -$21.3K -299 -2%
Walleye Trading
338
Walleye Trading
New York
$1.27M +$1.06M +14,857 +793%
TCM
339
Twin Capital Management
Pennsylvania
$1.27M -$1.51M -21,166 -56%
SW
340
SVB Wealth
Massachusetts
$1.25M +$179K +2,510 +18%
HCM
341
Huber Capital Management
California
$1.25M – – –
KBC Group
342
KBC Group
Belgium
$1.25M – – –
GI
343
GAMMA Investing
California
$1.24M +$110K +1,538 +10%
Wellington Management Group
344
Wellington Management Group
Massachusetts
$1.24M -$1.23M -17,323 -51%
CAIM
345
Catherine Avery Investment Management
Florida
$1.24M -$2.44M -34,218 -68%
IMC Chicago
346
IMC Chicago
Illinois
$1.23M +$1.15M +16,135 New
Grantham, Mayo, Van Otterloo & Co (GMO)
347
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M -$64K -898 -5%
MSU
348
Mizuho Securities USA
New York
$1.19M +$60.9K +854 +5%
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$1.18M +$327K +4,595 +42%
PCM
350
Prelude Capital Management
New York
$1.18M -$566K -7,940 -34%
12 13
14
15 16

EVRG Hedge Fund Activity: Q3 2025 in Review

852 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q3 2025, worth a combined $16.3B — up 14% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EVRG positions and 53 closed out — a net gain of 41 holders — while 338 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $119M. The largest seller was Zimmer Partners, exiting entirely with an estimated $66.7M sold.

  • 852 institutional investors held Evergy (EVRG) as of Q3 2025, up from 819 in Q2 2025.
  • Funds reported $16.3B of Evergy stock for Q3 2025, up 14% quarter-over-quarter.
  • 94 funds opened new Evergy positions in Q3 2025 and 53 closed out, a net change of +41 holders.
  • The largest Evergy buyer in Q3 2025 was Fidelity Investments, an estimated $119M added.
  • The largest Evergy seller in Q3 2025 was Zimmer Partners, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2025.