We are live on ! Find out more

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
Jennison Associates
26
Jennison Associates
New York
$124M -$5.56M -78,044 -5%
Bank of America
27
Bank of America
North Carolina
$123M +$18.6M +261,189 +19%
Victory Capital Management
28
Victory Capital Management
Texas
$121M -$11.5M -160,973 -9%
Truist Financial
29
Truist Financial
North Carolina
$109M +$64.5M +904,400 +169%
Citadel Advisors
30
Citadel Advisors
Florida
$109M +$67.4M +945,191 +194%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$101M +$85.9M +1,205,101 +969%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$101M +$295K +4,144 +0.3%
TCA
33
Tortoise Capital Advisors
Kansas
$98M +$1.44M +20,247 +2%
TSW
34
Thompson Siegel & Walmsley
Virginia
$93.5M -$6.11M -85,785 -7%
BIP
35
Brandes Investment Partners
California
$83.9M +$1.97M +27,614 +3%
EIP
36
Energy Income Partners
Connecticut
$83.6M +$997K +13,982 +1%
Two Sigma Investments
37
Two Sigma Investments
New York
$82.8M +$55M +771,349 +243%
GF
38
Gabelli Funds
New York
$81.2M -$1.24M -17,372 -2%
Empower Advisory Group
39
Empower Advisory Group
Colorado
$80.2M -$14.6M -205,363 -16%
UBS AM
40
UBS AM
Illinois
$80M -$45.1M -633,011 -38%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$79.8M +$66.9M +938,935 +850%
Raymond James Financial
42
Raymond James Financial
Florida
$79.2M +$8.36M +117,357 +13%
AQR Capital Management
43
AQR Capital Management
Connecticut
$78M -$24M -337,084 -25%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$76.3M +$41.3M +579,531 +137%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$74.4M +$9.68M +135,865 +16%
AP
46
Antipodes Partners
Australia
$72.9M +$68.3M +958,355 New
ECM
47
ExodusPoint Capital Management
New York
$65.4M -$5.03M -70,551 -8%
ORIO
48
Old Republic International (ORI)
Illinois
$63.6M
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$61.1M +$19.3M +271,099 +51%
HHAM
50
HITE Hedge Asset Management
Massachusetts
$58.3M -$16.8M -236,075 -24%