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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
TL
576
Tradewinds LLC
North Carolina
$275K +$257K +3,612 New
VCM
577
Voleon Capital Management
California
$274K +$257K +3,601 New
PFG
578
PAX Financial Group
Texas
$271K +$254K +3,562 New
TE
579
Tema ETFs
New York
$266K +$250K +3,502 New
BBHC
580
Brown Brothers Harriman & Co
New York
$260K +$66.4K +932 +37%
GF
581
Gries Financial
Ohio
$260K -$4.35K -61 -2%
SF
582
Summit Financial
New Jersey
$259K -$39.1K -549 -14%
LAM
583
Longboard Asset Management
Arizona
$258K
AC
584
AlphaCore Capital
California
$256K +$206K +2,893 +608%
OL
585
Optas LLC
Texas
$255K +$8.05K +113 +3%
TRCT
586
Tower Research Capital (TRC)
New York
$254K +$55.4K +777 +30%
Bessemer Group
587
Bessemer Group
New Jersey
$252K +$54.1K +759 +30%
HIMS
588
Hager Investment Management Services
New Hampshire
$252K -$713 -10 -0.3%
AA
589
Advisory Alpha
Michigan
$251K -$5.77K -81 -2%
PWA
590
Phoenix Wealth Advisors
North Carolina
$248K -$4.63K -65 -2%
CA
591
Commerzbank Aktiengesellschaft
Germany
$247K
QC
592
Quent Capital
New York
$247K +$927 +13 +0.4%
AFW
593
Avantra Family Wealth
Pennsylvania
$246K +$230K +3,233 New
LIM
594
Leavell Investment Management
Alabama
$245K
XT
595
XTX Topco
Cayman Islands
$241K +$226K +3,170 New
NRW
596
Nova R Wealth
Kansas
$240K +$4.13K +58 +2%
GIA
597
Guyasuta Investment Advisors
Pennsylvania
$237K
IFS
598
Ifrah Financial Services
Arkansas
$237K -$2.28K -32 -1%
JSW
599
Journey Strategic Wealth
New Jersey
$236K +$222K +3,110 New
SWP
600
Sagespring Wealth Partners
Tennessee
$236K +$221K +3,107 New