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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
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$671K +$158K +2,412 +33%
CGH
402
Crossmark Global Holdings
Texas
$670K -$2.68K -41 -0.4%
GS
403
GTS Securities
New York
$667K +$633K +9,674 New
AM
404
AGF Management
Ontario, Canada
$659K +$625K +9,551 New
NB
405
Norinchukin Bank
Japan
$646K +$60.9K +931 +11%
PA
406
Parallel Advisors
California
$644K +$14.9K +227 +2%
P
407
&Partners
Tennessee
$641K +$152K +2,320 +33%
HAG
408
HighPoint Advisor Group
Illinois
$640K -$71.3K -1,089 -10%
SF
409
Synovus Financial
Georgia
$637K +$28.2K +431 +5%
JIC
410
Johnson Investment Counsel
Ohio
$632K -$24.1K -369 -4%
MGP
411
Metis Global Partners
California
$630K +$98K +1,497 +20%
DCM
412
DGS Capital Management
New Jersey
$629K +$218K +3,324 +57%
PA
413
Profund Advisors
Maryland
$624K -$220K -3,362 -27%
PMA
414
Prudent Man Advisors
Illinois
$624K +$593K +9,054 New
FCIM
415
Fairview Capital Investment Management
California
$621K
PAS
416
Park Avenue Securities
New York
$618K +$75.7K +1,156 +15%
William Blair & Company
417
William Blair & Company
Illinois
$617K -$98.6K -1,506 -14%
SAM
418
Shell Asset Management
Netherlands
$611K -$88.5K -1,353 -13%
FNBT
419
FineMark National Bank & Trust
Florida
$610K
HBT
420
Heartland Bank & Trust
Illinois
$608K +$577K +8,814 New
HWM
421
HB Wealth Management
Georgia
$605K +$54.3K +829 +10%
AF
422
Apexium Financial
Texas
$602K +$4.65K +71 +0.8%
SC
423
Steph & Co
Wisconsin
$602K -$38.2K -583 -6%
SOAMC
424
Spirit of America Management Corp
New York
$596K +$36K +550 +7%
ECM
425
Evergreen Capital Management
Washington
$594K +$63.7K +973 +13%

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.