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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
NRW
601
Nova R Wealth
Kansas
$214K +$203K +3,103 New
CCA
602
Clearwater Capital Advisors
Illinois
$212K +$201K +3,074 New
BPA
603
Beacon Pointe Advisors
California
$212K +$201K +3,074 New
BFC
604
Bedel Financial Consulting
Indiana
$211K -$4.91K -75 -2%
SFA
605
Sequoia Financial Advisors
Ohio
$208K -$15.8K -241 -7%
Bessemer Group
606
Bessemer Group
New Jersey
$208K +$2.88K +44 +1%
Luther King Capital Management (LKCM)
607
Luther King Capital Management (LKCM)
Texas
$206K +$195K +2,981 New
IFWM
608
Institute for Wealth Management
Colorado
$204K +$194K +2,958 New
FCM
609
Fieldview Capital Management
Michigan
$203K +$192K +2,939 New
CIAS
610
CFS Investment Advisory Services
New Jersey
$202K +$192K +2,927 New
BWMG
611
Barnes Wealth Management Group
California
$201K +$190K +2,909 New
BEW
612
Burton Enright Welch
California
$200K +$190K +2,904 New
RAM
613
Riggs Asset Management
Pennsylvania
$193K
CI
614
CX Institutional
Indiana
$179K +$170K +2,599 New
SAM
615
Smartleaf Asset Management
Massachusetts
$173K +$15.1K +230 +10%
VIA
616
Virtus Investment Advisers
Connecticut
$168K -$456K -6,965 -74%
AIP
617
Ameritas Investment Partners
Nebraska
$161K
BBHC
618
Brown Brothers Harriman & Co
New York
$155K +$131K +1,996 +802%
VCM
619
Versant Capital Management
Arizona
$147K +$90.5K +1,383 +184%
HWA
620
HHM Wealth Advisors
Tennessee
$143K
QCG
621
Quadrant Capital Group
Ohio
$135K -$458 -7 -0.4%
AAP
622
Arax Advisory Partners
Colorado
$134K -$90.8K -1,387 -42%
TCOV
623
Trust Company of Vermont
Vermont
$129K
TCM
624
Tradewinds Capital Management
Washington
$124K
GWSG
625
GPS Wealth Strategies Group
Colorado
$123K +$4.32K +66 +4%

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.