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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
NMIMC
451
Northwestern Mutual Investment Management Company
Wisconsin
$558K -$356 -5 -0.1%
TPCW
452
TD Private Client Wealth
New York
$557K +$471K +6,615 +930%
TMAM
453
Tokio Marine Asset Management
Japan
$557K +$27K +379 +5%
IC
454
Inscription Capital
Texas
$554K +$301K +4,224 +138%
SC
455
Steph & Co
Wisconsin
$552K -$97.5K -1,368 -16%
Man Group
456
Man Group
United Kingdom
$550K -$521K -7,310 -50%
EF
457
Empowered Funds
Pennsylvania
$548K +$130K +1,820 +34%
MWM
458
Mattern Wealth Management
Kansas
$544K -$54.2K -760 -10%
TC
459
Trust Company
Kansas
$538K -$785K -11,021 -61%
TT
460
TI-Trust
Illinois
$536K – – –
NPFS
461
Novak & Powell Financial Services
Florida
$535K -$37.8K -531 -7%
ATPW
462
Ashton Thomas Private Wealth
Arizona
$532K +$499K +6,998 New
S
463
SignatureFD
Georgia
$530K +$32.7K +459 +7%
NS
464
NBC Securities
Alabama
$528K -$5.34K -75 -1%
ABC
465
Associated Banc-Corp
Wisconsin
$512K +$480K +6,738 New
CAS
466
Coppell Advisory Solutions
Texas
$507K -$46.3K -649 -9%
William Blair & Company
467
William Blair & Company
Illinois
$505K -$156K -2,186 -25%
SWGC
468
Summit Wealth Group (Colorado)
Colorado
$502K +$212K +2,973 New
BEI
469
Benjamin Edwards Inc
Missouri
$500K -$17.3K -243 -4%
KPWS
470
Kestra Private Wealth Services
Texas
$499K +$126K +1,763 +37%
4WM
471
44 Wealth Management
Oregon
$498K +$467K +6,552 New
IA
472
IFG Advisory
Georgia
$497K – – –
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$479K +$99.5K +1,396 +28%
WW
474
Waterfront Wealth
Kansas
$479K – – –
NAM
475
NorthCrest Asset Manangement
Minnesota
$472K +$12.1K +170 +3%
17 18
19
20 21

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.