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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
KIA
601
KCM Investment Advisors
California
$236K -$11.8K -165 -5%
WAAG
602
Wealth Alliance Advisory Group
Kansas
$235K +$713 +10 +0.3%
BFC
603
Bedel Financial Consulting
Indiana
$234K +$2.14K +30 +1%
CCA
604
Clearwater Capital Advisors
Illinois
$234K
CPCPP
605
Canada Post Corporation Pension Plan
Canada
$233K
BWMG
606
Barnes Wealth Management Group
California
$233K +$3.99K +56 +2%
Luther King Capital Management (LKCM)
607
Luther King Capital Management (LKCM)
Texas
$230K -$2K -28 -0.9%
Brown Advisory
608
Brown Advisory
Maryland
$230K +$1.5K +21 +0.7%
SPIA
609
Steward Partners Investment Advisory
New York
$229K -$1.35K -19 -0.6%
WTB
610
Washington Trust Bank
Washington
$228K +$214K +3,000 New
BEW
611
Burton Enright Welch
California
$224K +$2.71K +38 +1%
CIAS
612
CFS Investment Advisory Services
New Jersey
$223K +$204K +2,866 New
LFG
613
Larson Financial Group
Missouri
$220K +$20K +280 +11%
SAM
614
Smartleaf Asset Management
Massachusetts
$217K +$96.4K +1,353 +88%
CT
615
Chicago Trust
Illinois
$216K +$202K +2,836 New
RAM
616
Riggs Asset Management
Pennsylvania
$213K
WCA
617
Westover Capital Advisors
Delaware
$213K +$200K +2,800 New
CPA
618
Capital Performance Advisors
California
$212K +$199K +2,792 New
NAG
619
Northstar Advisory Group
New Jersey
$208K +$195K +2,742 New
RCM
620
Requisite Capital Management
Texas
$208K +$195K +2,741 New
GWMR
621
GC Wealth Management RIA
Massachusetts
$208K +$195K +2,734 New
CCB
622
Country Club Bank
Missouri
$206K +$196K +2,744 New
WC
623
Whitney & Co
New York
$205K +$192K +2,696 New
FNBSF
624
First National Bank Sioux Falls
South Dakota
$205K +$192K +2,691 New
AFP
625
Ausdal Financial Partners
Iowa
$204K +$191K +2,682 New