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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
UFF
501
USA Financial Formulas
Michigan
$364K +$268K +4,094 +344%
CA
502
CGN Advisors
Kansas
$353K -$1.83K -28 -0.5%
GA
503
GoalVest Advisory
New York
$351K +$196 +3 +0.1%
GPW
504
Gentry Private Wealth
Kansas
$351K +$333K +5,093 New
DFCM
505
Dark Forest Capital Management
Puerto Rico
$342K -$258K -3,938 -44%
EH
506
Equitable Holdings
New York
$341K -$34.4K -525 -10%
BBVA
507
Banco Bilbao Vizcaya Argentaria
Spain
$341K +$13.7K +210 +4%
VDI
508
Vaughan David Investments
Illinois
$340K -$39.2K -599 -11%
GLA
509
Great Lakes Advisors
Illinois
$340K +$322K +4,925 New
CTC
510
Central Trust Company
Missouri
$337K
MFG
511
MidWestOne Financial Group
Iowa
$327K +$12.4K +189 +4%
FDCDDQ
512
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K +$60.3K +922 +24%
AF
513
Apollon Financial
South Carolina
$325K +$2.94K +45 +1%
IFU
514
iSAM Funds (UK)
United Kingdom
$324K -$585K -8,938 -66%
IGAM
515
iA Global Asset Management
Quebec, Canada
$323K +$307K +4,685 New
NP
516
NorthRock Partners
Minnesota
$323K +$1.83K +28 +0.6%
MPM
517
MBB Public Markets
Illinois
$323K +$306K +4,683 New
MFG
518
Merit Financial Group
Georgia
$322K +$18.8K +288 +7%
EF
519
Empowered Funds
Pennsylvania
$320K +$49.6K +758 +19%
AWM
520
Apollon Wealth Management
South Carolina
$320K +$304K +4,645 New
KTC
521
Kentucky Trust Company
Kentucky
$320K +$2.36K +36 +0.8%
IA
522
Integrity Alliance
Iowa
$319K +$303K +4,628 New
GSEP
523
Golden State Equity Partners
California
$317K +$42K +642 +16%
HNB
524
Huntington National Bank
Ohio
$315K +$175K +2,681 +142%
SVWAG
525
Sound View Wealth Advisors Group
Georgia
$315K -$118K -1,800 -28%

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.