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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
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$968K -$9.55K -146 -1%
LCM
352
Landscape Capital Management
New Jersey
$962K -$313K -4,788 -26%
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$951K +$49.7K +760 +6%
HCM
354
Huber Capital Management
California
$949K +$301K +4,600 +50%
NIM
355
NEOS Investment Management
Connecticut
$944K +$164K +2,505 +22%
ETC
356
Exchange Traded Concepts
Oklahoma
$942K -$25.2K -385 -3%
IF
357
Intrua Financial
Texas
$920K +$133K +2,035 +18%
AFG
358
Albion Financial Group
Utah
$909K
GIBU
359
Gulf International Bank (UK)
United Kingdom
$903K -$327K -5,000 -28%
SCM
360
Sterling Capital Management
North Carolina
$896K -$45.9K -701 -5%
MAS
361
Meeder Advisory Services
Ohio
$883K +$20K +305 +2%
KeyBank National Association
362
KeyBank National Association
Ohio
$878K +$448K +6,839 +116%
CW
363
CreativeOne Wealth
Kansas
$876K -$8.9K -136 -1%
SSA
364
Sierra Summit Advisors
Nevada
$872K +$25.3K +386 +3%
CIM
365
Contravisory Investment Management
Massachusetts
$866K +$822K +12,563 New
PAS
366
Point72 Asia (Singapore)
Singapore
$858K +$684K +10,457 +524%
Royal London Asset Management
367
Royal London Asset Management
United Kingdom
$858K +$815K +12,447 New
PCIA
368
Prime Capital Investment Advisors
Kansas
$855K +$190K +2,899 +30%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$855K
CIA
370
Concurrent Investment Advisors
Florida
$851K +$210K +3,203 +35%
SPA
371
Sherbrooke Park Advisers
New York
$847K +$111K +1,696 +16%
Janus Henderson Group
372
Janus Henderson Group
United Kingdom
$838K -$563K -8,610 -41%
SAM
373
Securian Asset Management
Minnesota
$834K -$13.1K -200 -2%
KAS
374
Kestra Advisory Services
Texas
$833K -$487K -7,438 -38%
SG Americas Securities
375
SG Americas Securities
New York
$821K -$59.5M -909,645 -99%

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.