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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 %
SFA
601
Sequoia Financial Advisors
Ohio
$208K -$16.6K -241 -7%
Bessemer Group
602
Bessemer Group
New Jersey
$208K +$3.04K +44 +1%
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$206K +$206K +2,981 New
IFWM
604
Institute for Wealth Management
Colorado
$204K +$204K +2,958 New
FCM
605
Fieldview Capital Management
Michigan
$203K +$203K +2,939 New
CIAS
606
CFS Investment Advisory Services
New Jersey
$202K +$202K +2,927 New
BWMG
607
Barnes Wealth Management Group
California
$201K +$201K +2,909 New
RAM
608
Riggs Asset Management
Pennsylvania
$193K – – –
CI
609
CX Institutional
Indiana
$179K +$179K +2,599 New
SAM
610
Smartleaf Asset Management
Massachusetts
$173K +$15.6K +230 +10%
VIA
611
Virtus Investment Advisers
Connecticut
$168K -$480K -6,965 -74%
AIP
612
Ameritas Investment Partners
Nebraska
$161K – – –
BBHC
613
Brown Brothers Harriman & Co
New York
$155K +$138K +1,996 +802%
VCM
614
Versant Capital Management
Arizona
$147K +$95.4K +1,383 +184%
HWA
615
HHM Wealth Advisors
Tennessee
$143K – – –
QCG
616
Quadrant Capital Group
Ohio
$135K -$483 -7 -0.4%
AAP
617
Arax Advisory Partners
Colorado
$134K -$95.6K -1,387 -42%
TCOV
618
Trust Company of Vermont
Vermont
$129K – – –
TCM
619
Tradewinds Capital Management
Washington
$124K – – –
GWSG
620
GPS Wealth Strategies Group
Colorado
$123K +$4.55K +66 +4%
YDMI
621
Y.D. More Investments
Israel
$122K -$34.7K -503 -22%
EWA
622
EverSource Wealth Advisors
Alabama
$120K +$86.7K +1,257 +262%
OAM
623
Ostrum Asset Management
France
$108K -$2.76K -40 -2%
AA
624
Addison Advisors
Vermont
$104K +$85.6K +1,241 +455%
CCMI
625
Creative Capital Management Investments
California
$103K – – –
23 24
25
26 27