We are live on ! Find out more
EVRG icon

Evergy

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
MSA
476
MUFG Securities Americas
New York
$472K +$78.9K +1,107 +22%
AWA
477
Aaron Wealth Advisors
Illinois
$471K +$442K +6,200 New
KRSITF
478
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$460K +$143 +2 +0%
National Pension Service
479
National Pension Service
South Korea
$458K +$166K +2,328 +63%
SC
480
Savant Capital
Illinois
$449K +$33K +463 +9%
UCI
481
Uncommon Cents Investing
Wisconsin
$444K
MFG
482
Merit Financial Group
Georgia
$440K +$48.3K +678 +13%
FWP
483
FAS Wealth Partners
Kansas
$436K -$48.3K -678 -11%
CFO
484
Callan Family Office
Pennsylvania
$431K -$23.4K -328 -5%
NGA
485
Naples Global Advisors
Florida
$428K +$7.91K +111 +2%
SO
486
STRS Ohio
Ohio
$418K -$2.81M -39,382 -88%
SC
487
Schulhoff & Co
Ohio
$418K
SMA
488
Sage Mountain Advisors
Georgia
$418K +$64.4K +904 +20%
CIS
489
Custom Index Systems
New York
$417K +$82.8K +1,162 +27%
IA
490
Integrity Alliance
Iowa
$415K +$389K +5,456 New
TAM
491
Tocqueville Asset Management
New York
$411K
RIM
492
Rakuten Investment Management
Japan
$410K +$746K +10,470 New
BWP
493
Balboa Wealth Partners
Arizona
$408K +$570 +8 +0.1%
VIP
494
Vista Investment Partners
Oklahoma
$407K
ATC
495
Advantage Trust Company
Kansas
$407K
KF
496
Krilogy Financial
Missouri
$405K +$376K +5,276 New
WIA
497
World Investment Advisors
California
$402K -$63.3K -888 -14%
GA
498
GoalVest Advisory
New York
$400K
BJL
499
Brighton Jones LLC
Washington
$398K +$48.3K +677 +15%
PAM
500
Panagora Asset Management
Massachusetts
$394K -$1.92M -26,962 -84%