We are live on ! Find out more
EVRG icon

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
SCM
351
Sterling Capital Management
North Carolina
$1.15M -$87.8K -1,232 -8%
RT
352
Rockland Trust
Massachusetts
$1.14M -$7.34K -103 -0.7%
SWM
353
SeaCrest Wealth Management
New York
$1.1M -$20K -280 -2%
KRS
354
Kentucky Retirement Systems
Kentucky
$1.1M +$13.1K +184 +1%
KAS
355
Kestra Advisory Services
Texas
$1.09M +$98.9K +1,388 +11%
MAS
356
Meeder Advisory Services
Ohio
$1.08M +$148K +2,071 +17%
Simplex Trading
357
Simplex Trading
Illinois
$1.06M +$839K +11,773 +550%
SOAMC
358
Spirit of America Management Corp
New York
$1.05M +$225K +3,150 +30%
CPIG
359
Chicago Partners Investment Group
Illinois
$1.05M +$54.2K +760 +6%
HIMCH
360
Hartford Investment Management Co (HIMCO)
Connecticut
$1.04M -$19.1K -268 -2%
WA
361
WESPAC Advisors
California
$1.03M -$18.1K -254 -2%
AFG
362
Albion Financial Group
Utah
$1M – – –
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$1M +$229K +3,213 +32%
OIA
364
OneDigital Investment Advisors
Kansas
$994K +$60.1K +843 +7%
AWA
365
AGH Wealth Advisors
Kansas
$966K +$49.1K +689 +6%
SSA
366
Schonfeld Strategic Advisors
New York
$963K +$903K +12,670 New
ETC
367
Exchange Traded Concepts
Oklahoma
$959K -$71.7K -1,006 -7%
GWA
368
Gibson Wealth Advisors
Texas
$958K – – –
GIBU
369
Gulf International Bank (UK)
United Kingdom
$952K -$41.2K -578 -4%
SSA
370
Sierra Summit Advisors
Nevada
$950K +$13K +183 +1%
Royal London Asset Management
371
Royal London Asset Management
United Kingdom
$946K – – –
CIA
372
Concurrent Investment Advisors
Florida
$942K +$48.5K +681 +6%
CIM
373
Contravisory Investment Management
Massachusetts
$928K -$24.8K -348 -3%
LSERS
374
Louisiana State Employees Retirement System
Louisiana
$920K – – –
PA
375
Profund Advisors
Maryland
$915K +$33.2K +466 +4%
13 14
15
16 17

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.