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Evergy
EVRG

Overview Fund Activity

811 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 331 increasing their positions, 231 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+42
Holders Change %
+5.46%
% of All Funds
11.01%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
114
Increased
331
Reduced
231
Closed
61
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
MBA
Maple-Brown Abbott
Australia
+$63.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$47.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$40.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$238M
2
ZP
Zimmer Partners
New York
-$148M
3
MNA
Manning & Napier Advisors
New York
-$132M
4
ECM
ExodusPoint Capital Management
New York
-$113M
5
UBS Group
UBS Group
Switzerland
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
526
Walker Asset Management
Missouri
$306K +$2.41K +35 +0.8%
VFA
527
Valeo Financial Advisors
Indiana
$304K +$8.69K +126 +3%
PA
528
Probity Advisors
Texas
$299K -$1.66K -24 -0.6%
PI
529
PFG Investments
New York
$297K +$1.17K +17 +0.4%
Artisan Partners
530
Artisan Partners
Wisconsin
$297K – – –
HIS
531
Horizon Investment Services
Indiana
$297K +$4.34K +63 +1%
BJL
532
Brighton Jones LLC
Washington
$293K +$5.65K +82 +2%
SS
533
Sound Stewardship
Kansas
$292K – – –
EB
534
Eastern Bank
Massachusetts
$292K +$18.5K +269 +7%
TWP
535
Triad Wealth Partners
Kansas
$292K -$7.03K -102 -2%
MG
536
Mather Group
Illinois
$286K +$63.2K +916 +28%
STA
537
Summit Trail Advisors
New York
$285K -$191K -2,776 -40%
BDF
538
Black Diamond Financial
Maryland
$281K +$690 +10 +0.2%
SPIA
539
Steward Partners Investment Advisory
New York
$281K +$13.8K +200 +5%
MSA
540
MUFG Securities Americas
New York
$281K +$46.6K +676 +20%
KB
541
Kimelman & Baird
New York
$280K – – –
KIA
542
KCM Investment Advisors
California
$280K -$130K -1,892 -32%
EWM
543
Empirical Wealth Management
Washington
$279K +$279K +4,042 New
CC
544
Callan Capital
California
$275K +$17.7K +257 +7%
BTC
545
Bank & Trust Company
Illinois
$274K -$4.28K -62 -2%
AFT
546
Alpha Family Trust
California
$274K – – –
TCOK
547
Trust Company of Kansas
Kansas
$271K -$108K -1,560 -28%
MW
548
Marcum Wealth
Ohio
$270K +$4.76K +69 +2%
Envestnet Portfolio Solutions
549
Envestnet Portfolio Solutions
Illinois
$269K -$586K -8,496 -69%
SFS
550
Sowell Financial Services
Arkansas
$267K +$267K +3,872 New
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