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819 hedge funds and large institutions have $14.3B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 361 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.78M

61% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 224

16% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 76

2.13% more ownership

Funds ownership: 87.81%89.94% (+2.1%)

2% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$342M)

0% more funds holding

Funds holding: 819819 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
819
Holders Change
Holders Change %
0%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
88
Increased
361
Reduced
224
Closed
76
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
401
Turning Point Benefit Group
Maryland
$663K +$33.1K +493 +5%
SF
402
Synovus Financial
Georgia
$655K +$17.7K +264 +3%
EWA
403
EP Wealth Advisors
California
$651K +$118K +1,750 +23%
AF
404
Allworth Financial
California
$650K +$98.1K +1,460 +18%
AM
405
AGF Management
Ontario, Canada
$648K -$9.74K -145 -2%
CWMK
406
Caliber Wealth Management (Kansas)
Kansas
$646K +$197K +2,931 +45%
UCFA
407
United Capital Financial Advisors
Texas
$638K +$75.5K +1,123 +14%
CGH
408
Crossmark Global Holdings
Texas
$638K -$30.8K -458 -5%
JIC
409
Johnson Investment Counsel
Ohio
$632K
ECM
410
Evergreen Capital Management
Washington
$625K +$30.9K +460 +5%
FCIM
411
Fairview Capital Investment Management
California
$620K
IWM
412
Iams Wealth Management
Nebraska
$619K -$70.7K -1,052 -10%
PA
413
Parallel Advisors
California
$618K -$25.3K -377 -4%
IAA
414
Independent Advisor Alliance
North Carolina
$617K -$85.2K -1,268 -12%
HWM
415
HB Wealth Management
Georgia
$614K +$9.48K +141 +2%
FNBT
416
FineMark National Bank & Trust
Florida
$609K -$470 -7 -0.1%
William Blair & Company
417
William Blair & Company
Illinois
$608K -$7.86K -117 -1%
AF
418
Apexium Financial
Texas
$602K
SC
419
Steph & Co
Wisconsin
$595K -$6.52K -97 -1%
HBT
420
Heartland Bank & Trust
Illinois
$590K -$16.9K -252 -3%
NEI
421
Northwest & Ethical Investments
Ontario, Canada
$588K
VEA
422
Virtus ETF Advisers
New York
$588K
ACA
423
Aptus Capital Advisors
Alabama
$587K +$573K +8,521 New
BRWA
424
B. Riley Wealth Advisors
Florida
$584K +$570K +8,478 New
AI
425
Atria Investments
North Carolina
$584K -$1.61K -24 -0.3%

EVRG Hedge Fund Activity: Q2 2025 in Review

819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2025, worth a combined $14.3B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EVRG positions and 76 closed out — a net gain of 12 holders — while 361 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Point72 Asset Management, cutting an estimated $147M.

  • 819 institutional investors held Evergy (EVRG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14.3B of Evergy stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 88 funds opened new Evergy positions in Q2 2025 and 76 closed out, a net change of +12 holders.
  • The largest Evergy buyer in Q2 2025 was BlackRock, an estimated $192M added.
  • The largest Evergy seller in Q2 2025 was Point72 Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.