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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
AAP
401
Arax Advisory Partners
Colorado
$777K +$588K +8,257 +420%
VAM
402
Verity Asset Management
North Carolina
$772K -$55.2K -774 -7%
WHRC
403
W.H. Reaves & Co
New Jersey
$754K +$707K +9,924 New
NB
404
Norinchukin Bank
Japan
$751K +$3.71K +52 +0.5%
AF
405
Allworth Financial
California
$750K +$31K +435 +5%
PA
406
Parallel Advisors
California
$736K +$51.3K +720 +8%
AUB
407
Atlantic Union Bankshares
Virginia
$728K +$683K +9,578 New
SF
408
Synovus Financial
Georgia
$720K -$2.35K -33 -0.3%
BBVA
409
Banco Bilbao Vizcaya Argentaria
Spain
$715K +$219K +3,066 +48%
UCFA
410
United Capital Financial Advisors
Texas
$707K +$2.85K +40 +0.4%
CGH
411
Crossmark Global Holdings
Texas
$704K – – –
AMI
412
Amica Mutual Insurance
Rhode Island
$698K -$72.7K -1,020 -10%
VA
413
Vident Advisory
Georgia
$695K +$73.6K +1,032 +13%
ECM
414
Evergreen Capital Management
Washington
$690K – – –
FCIM
415
Fairview Capital Investment Management
California
$684K – – –
HWM
416
HB Wealth Management
Georgia
$684K +$6.06K +85 +1%
OTL
417
Oak Thistle LLC
New York
$676K +$634K +8,897 New
HH
418
Hilltop Holdings
Texas
$673K +$29.8K +418 +5%
PCIA
419
Prime Capital Investment Advisors
Kansas
$672K -$95.5K -1,340 -13%
SMC
420
Smith, Moore & Co
Missouri
$669K -$117K -1,644 -16%
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$668K +$151K +2,115 +32%
AF
422
Apexium Financial
Texas
$664K – – –
VAS
423
Vestmark Advisory Solutions
Massachusetts
$658K +$616K +8,650 New
HBT
424
Heartland Bank & Trust
Illinois
$651K -$214 -3 -0%
VEA
425
Virtus ETF Advisers
New York
$648K – – –
15 16
17
18 19

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.