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922 hedge funds and large institutions have $15.4B invested in Evergy in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 321 increasing their positions, 288 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $20.2M

11% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 288

8% more funds holding

Funds holding: 852922 (+70)

0.86% less ownership

Funds ownership: 93.31%92.46% (-0.86%)

5% less capital invested

Capital invested by funds: $16.3B → $15.4B (-$897M)

Holders
922
Holders Change
+70
Holders Change %
+8.22%
% of All Funds
11.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
150
Increased
321
Reduced
288
Closed
63
Calls
$23.1M
Puts
$20.2M
Net Calls
+$2.9M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
626
Summit Financial
New Jersey
$252K +$6.22K +82 +2%
WAAG
627
Wealth Alliance Advisory Group
Kansas
$248K +$24.9K +328 +11%
HP
628
Holistic Planning
Texas
$248K +$259K +3,420 New
LAM
629
Longboard Asset Management
Arizona
$246K
Bessemer Group
630
Bessemer Group
New Jersey
$246K +$4.4K +58 +2%
PIA
631
Pinion Investment Advisors
Kansas
$244K +$255K +3,366 New
Brown Advisory
632
Brown Advisory
Maryland
$242K +$23.8K +314 +10%
FMI
633
Frec Markets Inc
California
$240K +$251K +3,306 New
GT
634
Glenview Trust
Kentucky
$239K -$57K -751 -19%
AFW
635
Avantra Family Wealth
Pennsylvania
$239K +$4.78K +63 +2%
QC
636
Quent Capital
New York
$238K +$3.19K +42 +1%
QLSGSCF
637
Quent Long Short Global Small Cap Fund
New York
$238K +$249K +3,288 New
JSW
638
Journey Strategic Wealth
New Jersey
$237K +$12.1K +160 +5%
CA
639
Commerzbank Aktiengesellschaft
Germany
$235K
PCM
640
Prelude Capital Management
New York
$234K -$934K -12,318 -79%
SWP
641
Sagespring Wealth Partners
Tennessee
$228K +$3.26K +43 +1%
PWA
642
Phoenix Wealth Advisors
North Carolina
$228K -$8.65K -114 -3%
SPIA
643
Steward Partners Investment Advisory
New York
$226K +$8.27K +109 +4%
GIA
644
Guyasuta Investment Advisors
Pennsylvania
$226K
SI
645
Stirlingshire Investments
New York
$225K +$236K +3,108 New
CAG
646
Crestwood Advisors Group
Massachusetts
$225K +$236K +3,108 New
LFG
647
Larson Financial Group
Missouri
$225K +$15.9K +210 +7%
AAS
648
Ameritas Advisory Services
Nebraska
$223K +$99.9K +1,317 +75%
BFC
649
Bedel Financial Consulting
Indiana
$223K
CCA
650
Clearwater Capital Advisors
Illinois
$223K