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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
YDMI
626
Y.D. More Investments
Israel
$122K -$32.9K -503 -22%
EWA
627
EverSource Wealth Advisors
Alabama
$120K +$82.3K +1,257 +262%
OAM
628
Ostrum Asset Management
France
$108K -$2.62K -40 -2%
AA
629
Addison Advisors
Vermont
$104K +$81.2K +1,241 +455%
CCMI
630
Creative Capital Management Investments
California
$103K
BTI
631
Blue Trust Inc
Georgia
$99.2K -$10.8K -165 -10%
SFI
632
Siemens Fonds Invest
Germany
$99.2K +$94.1K +1,438 New
TSMHT
633
Thurston Springer Miller Herd & Titak
Indiana
$99.1K +$654 +10 +0.7%
SW
634
SVB Wealth
Massachusetts
$96.8K +$91.9K +1,405 New
HI
635
Harbour Investments
Wisconsin
$94K -$6.94K -106 -7%
FHA
636
First Horizon Advisors
Tennessee
$89.7K +$5.82K +89 +7%
AP
637
Atwood & Palmer
Missouri
$87.4K -$65 -1 -0.1%
PBK
638
Peoples Bank (Kansas)
Kansas
$86.5K
WIM
639
Westside Investment Management
California
$80.9K
CA
640
Continuum Advisory
Idaho
$73.7K
FCAS
641
First Command Advisory Services
Texas
$72.5K +$47.1K +720 +217%
ARMT
642
Amica Retiree Medical Trust
Rhode Island
$71K -$12K -183 -15%
SWM
643
Spire Wealth Management
Virginia
$69.6K -$4.12K -63 -6%
FFC
644
First Financial Corp
Indiana
$69K
HPC
645
HM Payson & Co
Maine
$69K
MA
646
Montag & Associates
Georgia
$69K
RMP
647
Richards, Merrill & Peterson
Washington
$69K
RWM
648
Ruedi Wealth Management
Illinois
$69K
TFA
649
Toth Financial Advisory
Virginia
$69K
IAS
650
IMA Advisory Services
Colorado
$69K +$65.4K +1,000 New

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.