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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
IWM
526
Integris Wealth Management
California
$315K
KPWS
527
Kestra Private Wealth Services
Texas
$315K +$25.9K +396 +10%
BMSSC
528
B. Metzler seel. Sohn & Co
Germany
$312K
WAM
529
Walker Asset Management
Missouri
$306K +$2.29K +35 +0.8%
VFA
530
Valeo Financial Advisors
Indiana
$304K +$8.25K +126 +3%
PA
531
Probity Advisors
Texas
$299K -$1.57K -24 -0.6%
PI
532
PFG Investments
New York
$297K +$1.11K +17 +0.4%
Artisan Partners
533
Artisan Partners
Wisconsin
$297K
HIS
534
Horizon Investment Services
Indiana
$297K +$4.12K +63 +1%
BJL
535
Brighton Jones LLC
Washington
$293K +$5.37K +82 +2%
SS
536
Sound Stewardship
Kansas
$292K
EB
537
Eastern Bank
Massachusetts
$292K +$17.6K +269 +7%
TWP
538
Triad Wealth Partners
Kansas
$292K -$6.67K -102 -2%
MG
539
Mather Group
Illinois
$286K +$59.9K +916 +28%
STA
540
Summit Trail Advisors
New York
$285K -$182K -2,776 -40%
BDF
541
Black Diamond Financial
Maryland
$281K +$654 +10 +0.2%
SPIA
542
Steward Partners Investment Advisory
New York
$281K +$13.1K +200 +5%
MSA
543
MUFG Securities Americas
New York
$281K +$44.2K +676 +20%
KB
544
Kimelman & Baird
New York
$280K
KIA
545
KCM Investment Advisors
California
$280K -$124K -1,892 -32%
EWM
546
Empirical Wealth Management
Washington
$279K +$265K +4,042 New
CC
547
Callan Capital
California
$275K +$16.8K +257 +7%
BTC
548
Bank & Trust Company
Illinois
$274K -$4.06K -62 -2%
AFT
549
Alpha Family Trust
California
$274K
TCOK
550
Trust Company of Kansas
Kansas
$271K -$102K -1,560 -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.