849 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, 336 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.37% more ownership

Funds ownership: 89.95%93.33% (+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
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$71.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
601
Wealth Alliance Advisory Group
Kansas
$235K
BFC
602
Bedel Financial Consulting
Indiana
$234K
CCA
603
Clearwater Capital Advisors
Illinois
$234K
CPCPP
604
Canada Post Corporation Pension Plan
Canada
$233K
BWMG
605
Barnes Wealth Management Group
California
$233K
Luther King Capital Management (LKCM)
606
Luther King Capital Management (LKCM)
Texas
$230K
Brown Advisory
607
Brown Advisory
Maryland
$230K
SPIA
608
Steward Partners Investment Advisory
New York
$229K
WTB
609
Washington Trust Bank
Washington
$228K
CIAS
610
CFS Investment Advisory Services
New Jersey
$223K
LFG
611
Larson Financial Group
Missouri
$220K
SAM
612
Smartleaf Asset Management
Massachusetts
$217K
CT
613
Chicago Trust
Illinois
$216K
RAM
614
Riggs Asset Management
Pennsylvania
$213K
WCA
615
Westover Capital Advisors
Delaware
$213K
CPA
616
Capital Performance Advisors
California
$212K
NAG
617
Northstar Advisory Group
New Jersey
$208K
RCM
618
Requisite Capital Management
Texas
$208K
GWMR
619
GC Wealth Management RIA
Massachusetts
$208K
CCB
620
Country Club Bank
Missouri
$206K
WC
621
Whitney & Co
New York
$205K
FNBSF
622
First National Bank Sioux Falls
South Dakota
$205K
AFP
623
Ausdal Financial Partners
Iowa
$204K
CIA
624
Capital Investment Advisors
Georgia
$203K
GRP
625
Global Retirement Partners
California
$195K