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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
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$801K +$311K +4,746 +69%
MNBTD
377
Moody National Bank Trust Division
Texas
$792K +$916 +14 +0.1%
GWA
378
Gibson Wealth Advisors
Texas
$786K
LJAC
379
L.J. Altfest & Co
New York
$782K +$128K +1,954 +21%
CIC
380
Cornercap Investment Counsel
Georgia
$780K +$740K +11,315 New
MM
381
MQS Management
New York
$749K +$711K +10,859 New
PCA
382
Pallas Capital Advisors
Massachusetts
$748K +$46.3K +708 +7%
VAM
383
Verity Asset Management
North Carolina
$746K +$19.6K +300 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
384
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$742K +$704K +10,757 New
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$741K -$13.1K -200 -2%
CC
386
Centiva Capital
New York
$733K +$696K +10,633 New
LSA
387
Lion Street Advisors
Texas
$725K -$195K -2,982 -22%
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$718K -$96.9K -1,481 -12%
CL
389
Choreo LLC
Illinois
$706K +$70.3K +1,074 +12%
IAA
390
Independent Advisor Alliance
North Carolina
$705K -$18.5K -283 -3%
AMI
391
Amica Mutual Insurance
Rhode Island
$703K
RAG
392
RIA Advisory Group
Iowa
$701K +$666K +10,170 New
CPIG
393
Chicago Partners Investment Group
Illinois
$699K +$129K +1,971 +24%
ASN
394
Advisory Services Network
Georgia
$699K +$48K +734 +8%
SMC
395
Smith, Moore & Co
Missouri
$699K +$38.1K +582 +6%
Janney Montgomery Scott
396
Janney Montgomery Scott
Pennsylvania
$692K +$1.18K +18 +0.2%
IWM
397
Iams Wealth Management
Nebraska
$692K -$36.5K -558 -5%
IWC
398
Integrated Wealth Concepts
Massachusetts
$691K -$37.3K -570 -5%
AWA
399
AGH Wealth Advisors
Kansas
$683K
MC
400
Moors & Cabot
Massachusetts
$681K -$4.91K -75 -0.8%

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.