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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 %
SFC
551
SYM Financial Corp
Indiana
$264K +$9.45K +137 +4%
LFS
552
Legacy Financial Strategies
Kansas
$264K – – –
VSQM
553
V-Square Quantitative Management
Illinois
$264K -$42.4K -615 -14%
IA
554
IFP Advisors
Florida
$263K -$421K -6,100 -62%
GT
555
Glenview Trust
Kentucky
$262K +$262K +3,804 New
MFG
556
Midwest Financial Group
Kansas
$262K -$366K -5,306 -58%
DADC
557
D.A. Davidson & Co
Montana
$262K +$276 +4 +0.1%
SI
558
Stephens Inc
Arkansas
$260K +$260K +3,768 New
FNA
559
First National Advisers
Nebraska
$259K – – –
TYCC
560
Texas Yale Capital Corp
Florida
$258K – – –
SSA
561
Schonfeld Strategic Advisors
New York
$258K +$9.31K +135 +4%
CPSAC
562
Chas P. Smith & Associates (CPS)
Florida
$258K +$258K +3,735 New
VWM
563
Venturi Wealth Management
Texas
$257K +$34.5K +501 +16%
AAS
564
Ameritas Advisory Services
Nebraska
$257K +$27.7K +419 +12%
ECM
565
Everence Capital Management
Indiana
$256K – – –
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$254K +$6.76K +98 +3%
BP
567
Ballentine Partners
Massachusetts
$254K +$254K +3,683 New
GI
568
Gradient Investments
Minnesota
$252K +$252K +3,661 New
TL
569
Tradewinds LLC
North Carolina
$249K +$965 +14 +0.4%
OFS
570
OneAscent Financial Services
Alabama
$249K +$3.25K +47 +1%
TSS
571
Two Sigma Securities
New York
$249K -$490K -7,102 -66%
KCPG
572
Kavar Capital Partners Group
Kansas
$248K – – –
OIA
573
OneDigital Investment Advisors
Kansas
$246K -$178K -2,584 -42%
PFG
574
PAX Financial Group
Texas
$245K +$4.76K +69 +2%
CWM
575
Cornerstone Wealth Management
Missouri
$244K +$6.14K +89 +3%
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