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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
AFT
551
Alpha Family Trust
California
$302K
IA
552
IFP Advisors
Florida
$299K -$7.55K -106 -3%
SFS
553
Sowell Financial Services
Arkansas
$298K +$143 +2 +0.1%
KWM
554
Kingsview Wealth Management
Oregon
$297K +$24.2K +340 +10%
KCPG
555
Kavar Capital Partners Group
Kansas
$297K
LFS
556
Legacy Financial Strategies
Kansas
$296K
GT
557
Greenleaf Trust
Michigan
$294K +$26.5K +372 +11%
BCP
558
Blackhawk Capital Partners
Wisconsin
$293K +$16.3K +229 +6%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$292K -$4.35K -61 -2%
TCOK
560
Trust Company of Kansas
Kansas
$292K +$8.55K +120 +3%
RSWM
561
Robertson Stephens Wealth Management
California
$290K +$272K +3,812 New
BTC
562
Bank & Trust Company
Illinois
$290K -$12K -169 -4%
TCBWMS
563
Texas Capital Bank Wealth Management Services
Texas
$287K +$269K +3,781 New
AWM
564
Apollon Wealth Management
South Carolina
$287K -$159K -2,233 -37%
LWL
565
Leo Wealth LLC
Texas
$287K -$1.18M -16,526 -81%
MMA
566
Miracle Mile Advisors
California
$287K +$269K +3,772 New
FNA
567
First National Advisers
Nebraska
$286K
CWM
568
Cornerstone Wealth Management
Missouri
$285K +$6.63K +93 +3%
TYCC
569
Texas Yale Capital Corp
Florida
$285K
CPSAC
570
Chas P. Smith & Associates (CPS)
Florida
$284K
ECM
571
Everence Capital Management
Indiana
$283K
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$281K -$124K -1,735 -32%
GI
573
Gradient Investments
Minnesota
$280K -$86.5K -1,213 -25%
CFG
574
Citizens Financial Group
Rhode Island
$280K +$262K +3,680 New
VWM
575
Venturi Wealth Management
Texas
$279K +$30.5K +428 +13%