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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
JWM
451
Jeppson Wealth Management
California
$512K -$9.82K -150 -2%
LC
452
Lindbrook Capital
California
$507K +$429K +6,562 +835%
NMIMC
453
Northwestern Mutual Investment Management Company
Wisconsin
$504K +$851 +13 +0.2%
YIH
454
Y-Intercept (HK)
Hong Kong
$502K +$476K +7,281 New
Nomura Holdings
455
Nomura Holdings
Japan
$501K -$813K -12,416 -63%
CAM
456
Cresset Asset Management
Illinois
$495K -$43.5K -665 -8%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$491K +$31.1K +476 +7%
EW
458
Evoke Wealth
California
$489K +$21.1K +323 +5%
MOS
459
MGO One Seven
Ohio
$488K +$33K +504 +8%
TT
460
TI-Trust
Illinois
$486K
NS
461
NBC Securities
Alabama
$484K +$459K +7,018 +116,967%
MML Investors Services
462
MML Investors Services
Massachusetts
$472K +$70.9K +1,083 +19%
TC
463
Trust Company
Kansas
$471K -$78.5K -1,200 -15%
DO
464
denkapparat Operations
Germany
$465K +$441K +6,744 New
CCM
465
Coldstream Capital Management
Washington
$464K +$6.81K +104 +2%
TMAM
466
Tokio Marine Asset Management
Japan
$463K +$52K +795 +13%
CBT
467
CoreFirst Bank & Trust
Kansas
$456K -$13.6K -208 -3%
FMWA
468
Forvis Mazars Wealth Advisors
Missouri
$455K +$47.4K +724 +12%
KCM
469
Kornitzer Capital Management
Kansas
$454K
AFG
470
Atomi Financial Group
New York
$452K -$34.8K -531 -7%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$446K +$424K +6,475 New
IA
472
IFG Advisory
Georgia
$445K -$2.42K -37 -0.6%
S
473
SignatureFD
Georgia
$445K +$2.23K +34 +0.5%
CWMK
474
Caliber Wealth Management (Kansas)
Kansas
$444K +$422K +6,446 New
SRL
475
Scientech Research LLC
New Jersey
$433K -$612K -9,356 -60%

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.