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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
IWM
376
Iams Wealth Management
Nebraska
$912K +$215K +3,018 +34%
WWA
377
WCG Wealth Advisors
Nevada
$909K +$46.5K +653 +6%
Janus Henderson Group
378
Janus Henderson Group
United Kingdom
$904K
CBT
379
CoreFirst Bank & Trust
Kansas
$894K +$102K +1,427 +14%
LJAC
380
L.J. Altfest & Co
New York
$874K -$5.42K -76 -0.7%
Lazard Asset Management
381
Lazard Asset Management
New York
$874K
MSRPS
382
Maryland State Retirement & Pension System
Maryland
$850K
UFF
383
USA Financial Formulas
Michigan
$847K +$45.6K +640 +6%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$846K +$23.9K +335 +3%
MNBTD
385
Moody National Bank Trust Division
Texas
$846K -$13.6K -191 -2%
DCM
386
DGS Capital Management
New Jersey
$842K +$34.5K +484 +5%
PCA
387
Pallas Capital Advisors
Massachusetts
$840K +$16.7K +235 +2%
SAM
388
Securian Asset Management
Minnesota
$838K -$69K -968 -8%
TPBG
389
Turning Point Benefit Group
Maryland
$834K +$95K +1,333 +14%
CIC
390
Cornercap Investment Counsel
Georgia
$828K -$12.8K -180 -2%
GLA
391
Great Lakes Advisors
Illinois
$824K +$204K +2,860 +36%
IMCOOI
392
Investment Management Corp of Ontario (IMCO)
Canada
$823K -$7.91M -110,931 -91%
LSA
393
Lion Street Advisors
Texas
$814K +$161K +2,257 +21%
CL
394
Choreo LLC
Illinois
$813K +$15K +210 +2%
HAG
395
HighPoint Advisor Group
Illinois
$810K +$61.7K +866 +9%
MC
396
Moors & Cabot
Massachusetts
$801K -$17.4K -244 -2%
FFA
397
Farther Finance Advisors
California
$800K +$300K +4,204 +66%
PMA
398
Prudent Man Advisors
Illinois
$793K -$86.5K -1,214 -10%
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$787K -$28.5K -400 -4%
NEI
400
Northwest & Ethical Investments
Ontario, Canada
$781K +$128K +1,800 +21%

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.