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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
FWP
476
FAS Wealth Partners
Kansas
$432K +$2.55K +39 +0.6%
NAM
477
NorthCrest Asset Manangement
Minnesota
$427K +$45.9K +701 +13%
AWM
478
AE Wealth Management
Kansas
$427K +$8.44K +129 +2%
BCP
479
Blackhawk Capital Partners
Wisconsin
$421K -$124K -1,889 -24%
MWM
480
Modern Wealth Management
Kansas
$421K -$40K -612 -9%
FFA
481
Farther Finance Advisors
California
$419K +$220K +3,363 +124%
Kovitz Investment Group Partners
482
Kovitz Investment Group Partners
Illinois
$418K +$5.76K +88 +1%
WW
483
Waterfront Wealth
Kansas
$417K
BC
484
Bayforest Capital
United Kingdom
$416K +$187K +2,856 +90%
UCI
485
Uncommon Cents Investing
Wisconsin
$403K -$6.54K -100 -2%
WIA
486
World Investment Advisors
California
$400K -$2.68K -41 -0.7%
SOW
487
State of Wyoming
Wyoming
$385K +$162K +2,471 +79%
SC
488
Savant Capital
Illinois
$382K -$3.6M -54,958 -91%
Man Group
489
Man Group
United Kingdom
$381K +$362K +5,532 New
NGA
490
Naples Global Advisors
Florida
$380K -$6.48K -99 -2%
SMA
491
Sage Mountain Advisors
Georgia
$380K -$48.6K -742 -12%
SC
492
Schulhoff & Co
Ohio
$379K
PAM
493
Panagora Asset Management
Massachusetts
$378K +$18.7K +286 +6%
AI
494
Atom Investors
Texas
$375K -$1.23M -18,733 -78%
TAM
495
Tocqueville Asset Management
New York
$372K
LA
496
Lifeworks Advisors
Michigan
$372K +$55.2K +843 +19%
IB
497
Intrust Bank
Kansas
$370K
VIP
498
Vista Investment Partners
Oklahoma
$369K
MIA
499
MainStreet Investment Advisors
Illinois
$369K +$30.8K +470 +10%
GAMC
500
Garner Asset Management Corp
Texas
$365K -$12.6K -192 -3%

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.