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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
TC
426
TownSquare Capital
Utah
$593K -$39.8K -608 -7%
NEI
427
Northwest & Ethical Investments
Ontario, Canada
$593K +$419K +6,409 +291%
ACM
428
Aster Capital Management
United Arab Emirates
$590K +$561K +8,569 New
GWM
429
Geneos Wealth Management
Colorado
$589K +$241K +3,689 +138%
VEA
430
Virtus ETF Advisers
New York
$588K +$558K +8,525 New
TPBG
431
Turning Point Benefit Group
Maryland
$587K +$74.3K +1,135 +14%
AI
432
Atria Investments
North Carolina
$586K +$31.5K +482 +6%
CAS
433
Coppell Advisory Solutions
Texas
$576K -$312K -4,770 -36%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$575K +$253K +3,867 +86%
ACM
435
AlphaStar Capital Management
North Carolina
$570K +$589 +9 +0.1%
HH
436
Hilltop Holdings
Texas
$561K +$94.4K +1,442 +22%
UCFA
437
United Capital Financial Advisors
Texas
$561K +$10.5K +160 +2%
TCA
438
Transcend Capital Advisors
New Jersey
$556K +$3.21K +49 +0.6%
EF
439
Empirical Finance
Pennsylvania
$554K +$23.8K +364 +5%
NB
440
Nicolet Bankshares
Wisconsin
$552K
MWM
441
Mattern Wealth Management
Kansas
$545K
AF
442
Allworth Financial
California
$544K -$524 -8 -0.1%
SS
443
Sunbelt Securities
Texas
$542K -$3.4K -52 -0.7%
EWA
444
EP Wealth Advisors
California
$531K +$270K +4,128 +116%
MYAM
445
Meiji Yasuda Asset Management
Japan
$529K -$16.4K -250 -3%
GFM
446
GF Fund Management
China
$527K +$489K +7,466 +4,291%
PFM
447
Potomac Fund Management
Florida
$526K +$42K +642 +9%
MNA
448
Manning & Napier Advisors
New York
$522K -$125M -1,912,471 -100%
BEI
449
Benjamin Edwards Inc
Missouri
$521K -$5.5M -84,010 -92%
NPFS
450
Novak & Powell Financial Services
Florida
$517K +$4.65K +71 +1%

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.