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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
WAM
526
Walker Asset Management
Missouri
$342K +$2.28K +32 +0.7%
PI
527
PFG Investments
New York
$338K +$1.21K +17 +0.4%
TWP
528
Triad Wealth Partners
Kansas
$336K +$1.85K +26 +0.6%
MSE
529
MUFG Securities EMEA
United Kingdom
$335K +$266K +3,727 +550%
GSEP
530
Golden State Equity Partners
California
$332K -$7.98K -112 -2%
KFGK
531
Keystone Financial Group (Kentucky)
Kentucky
$332K +$82.7K +1,160 +36%
EWM
532
Empirical Wealth Management
Washington
$332K +$311K +4,369 New
BP
533
Ballentine Partners
Massachusetts
$330K +$53.8K +755 +21%
SVWAG
534
Sound View Wealth Advisors Group
Georgia
$330K -$16.4K -230 -5%
Artisan Partners
535
Artisan Partners
Wisconsin
$327K
RWM
536
Ritholtz Wealth Management
New York
$327K +$3.56K +50 +1%
PA
537
Probity Advisors
Texas
$324K -$3.28K -46 -1%
MG
538
Mather Group
Illinois
$323K -$21.5K -302 -7%
EB
539
Eastern Bank
Massachusetts
$322K
SS
540
Sound Stewardship
Kansas
$322K
CAM
541
Cresset Asset Management
Illinois
$318K +$7.84K +110 +3%
TCA
542
Transcend Capital Advisors
New Jersey
$310K +$291K +4,082 New
BDF
543
Black Diamond Financial
Maryland
$309K -$713 -10 -0.2%
GT
544
Glenview Trust
Kentucky
$308K +$20.9K +293 +8%
Aviva
545
Aviva
United Kingdom
$307K
KB
546
Kimelman & Baird
New York
$306K
SFC
547
SYM Financial Corp
Indiana
$306K +$5.7K +80 +2%
DADC
548
D.A. Davidson & Co
Montana
$304K +$19.2K +269 +7%
DB
549
Danske Bank
Denmark
$304K +$35.6K +500 +14%
BAAM
550
Baker Avenue Asset Management
California
$302K +$26.4K +371 +10%