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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
MYIA
426
Mount Yale Investment Advisors
Colorado
$646K +$586K +8,219 +2,989%
VT
427
Vise Technologies
New York
$640K +$121K +1,698 +25%
PS
428
Principal Securities
Iowa
$637K +$58.9K +827 +11%
IF
429
Intrua Financial
Texas
$628K +$6.7K +94 +1%
AC
430
Allstate Corporation
Illinois
$625K +$586K +8,219 New
EF
431
Empirical Finance
Pennsylvania
$621K +$5.77K +81 +1%
JIC
432
Johnson Investment Counsel
Ohio
$620K -$72.3K -1,015 -11%
SS
433
Sunbelt Securities
Texas
$611K +$9.41K +132 +2%
PFM
434
Potomac Fund Management
Florida
$609K -$641 -9 -0.1%
NB
435
Nicolet Bankshares
Wisconsin
$608K
AFG
436
Atomi Financial Group
New York
$606K +$90.8K +1,274 +19%
MWM
437
Modern Wealth Management
Kansas
$603K +$10.5K +148 +2%
AI
438
Atria Investments
North Carolina
$602K -$39.6K -555 -7%
BRWA
439
B. Riley Wealth Advisors
Florida
$596K -$45.3K -636 -8%
FNBT
440
FineMark National Bank & Trust
Florida
$594K -$72.8K -1,022 -12%
MGP
441
Metis Global Partners
California
$588K -$35.1K -492 -6%
CL
442
CSS LLC
Illinois
$587K +$104K +1,460 +23%
MIA
443
MainStreet Investment Advisors
Illinois
$584K -$1.35K -19 -0.2%
SC
444
Syon Capital
California
$577K +$182K +2,548 +50%
CCM
445
Coldstream Capital Management
Washington
$568K +$58.3K +818 +12%
AWM
446
AE Wealth Management
Kansas
$566K +$52.2K +732 +11%
AM
447
AGF Management
Ontario, Canada
$565K -$140K -1,968 -21%
JWM
448
Jeppson Wealth Management
California
$564K
MOS
449
MGO One Seven
Ohio
$564K +$17.8K +250 +3%
EW
450
Evoke Wealth
California
$560K +$25.2K +353 +5%