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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
KCPG
576
Kavar Capital Partners Group
Kansas
$248K
OIA
577
OneDigital Investment Advisors
Kansas
$246K -$169K -2,584 -42%
PFG
578
PAX Financial Group
Texas
$245K +$4.51K +69 +2%
CWM
579
Cornerstone Wealth Management
Missouri
$244K +$5.82K +89 +3%
Aviva
580
Aviva
United Kingdom
$244K
LA
581
LexAurum Advisors
Kansas
$242K +$229K +3,505 New
GF
582
Gries Financial
Ohio
$240K +$4.25K +65 +2%
GT
583
Greenleaf Trust
Michigan
$240K -$1.18K -18 -0.5%
LAM
584
Longboard Asset Management
Arizona
$234K +$222K +3,396 New
BAAM
585
Baker Avenue Asset Management
California
$232K +$220K +3,365 New
HI
586
Horizon Investments
North Carolina
$231K +$10.3K +158 +5%
HIMS
587
Hager Investment Management Services
New Hampshire
$229K
WPC
588
Wedmont Private Capital
Pennsylvania
$229K -$5.04K -77 -2%
LFG
589
Larson Financial Group
Missouri
$229K -$390K -5,954 -64%
PWA
590
Phoenix Wealth Advisors
North Carolina
$228K -$2.29K -35 -1%
A
591
AlphaQuest
New York
$227K +$32.2K +492 +18%
AA
592
Advisory Alpha
Michigan
$226K +$215K +3,279 New
CA
593
Commerzbank Aktiengesellschaft
Germany
$224K +$212K +3,239 New
USAA
594
United Services Automobile Association
Texas
$223K +$215K +3,289 New
LIM
595
Leavell Investment Management
Alabama
$223K +$211K +3,228 New
QC
596
Quent Capital
New York
$222K -$31K -473 -13%
IFS
597
Ifrah Financial Services
Arkansas
$220K +$209K +3,187 New
FCH
598
Freestone Capital Holdings
Washington
$219K +$208K +3,173 New
FRA
599
Frank Rimerman Advisors
California
$215K +$204K +3,124 New
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$215K +$204K +3,115 New

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.