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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
ZP
26
Zimmer Partners
New York
$107M -$141M -2,150,892 -58%
AQR Capital Management
27
AQR Capital Management
Connecticut
$102M +$21M +321,406 +28%
Goldman Sachs
28
Goldman Sachs
New York
$98.4M +$4.07M +62,119 +5%
TSW
29
Thompson Siegel & Walmsley
Virginia
$91.6M -$25.3M -386,110 -23%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$90.3M +$877K +13,397 +1%
JP Morgan Chase
31
JP Morgan Chase
New York
$86.9M +$13.1M +200,348 +19%
Empower Advisory Group
32
Empower Advisory Group
Colorado
$84.6M +$2.24M +34,267 +3%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$84.6M -$9.01M -137,627 -10%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$81.9M +$22.3M +340,616 +40%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$78.6M +$1.73M +26,422 +2%
GF
36
Gabelli Funds
New York
$74.4M -$2.42M -37,000 -3%
UBS AM
37
UBS AM
Illinois
$73.5M -$5.12M -78,269 -7%
BIP
38
Brandes Investment Partners
California
$73.5M +$10.6M +161,375 +18%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$73.3M -$23.1M -353,400 -25%
Bank of America
40
Bank of America
North Carolina
$72M +$8.08M +123,428 +13%
Two Sigma Investments
41
Two Sigma Investments
New York
$71.4M +$2.49M +38,122 +4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$68.7M -$2.92M -44,599 -4%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$63.5M -$13.2M -202,456 -18%
MBA
44
Maple-Brown Abbott
Australia
$63.4M +$60.2M +920,064 New
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$58.3M -$23.7M -362,542 -30%
ORIO
46
Old Republic International (ORI)
Illinois
$57.6M +$380K +5,800 +0.7%
Verition Fund Management
47
Verition Fund Management
Connecticut
$55.7M +$28.2M +430,516 +114%
EIP
48
Energy Income Partners
Connecticut
$55.4M +$2.33M +35,614 +5%
Barclays
49
Barclays
United Kingdom
$54.2M +$8.1M +123,805 +19%
Deutsche Bank
50
Deutsche Bank
Germany
$54.2M +$2.35M +35,847 +5%

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.