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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
PA
651
PSI Advisors
Florida
$68.9K
MSWM
652
Mowery & Schoenfeld Wealth Management
Illinois
$67.3K -$2.49K -38 -4%
RL
653
Rogco LP
Oklahoma
$66.3K
GM
654
GeoWealth Management
Illinois
$65.9K -$121K -1,847 -66%
CSC
655
Caldwell Sutter Capital
California
$65.9K
PFBT
656
Parkside Financial Bank & Trust
Missouri
$63.7K +$8.25K +126 +16%
CFO
657
CVA Family Office
Colorado
$62.6K -$2.75K -42 -4%
GJIA
658
Glass Jacobson Investment Advisors
Maryland
$62.2K
CA
659
Crewe Advisors
Utah
$62.1K
TC
660
Truvestments Capital
Florida
$61.1K +$23.8K +364 +70%
ADL
661
Asset Dedication LLC
California
$61.1K +$916 +14 +2%
HCP
662
Hexagon Capital Partners
Arkansas
$60.8K +$4.65K +71 +9%
WTC
663
WhitTier Trust Company
Nevada
$59.3K
HFS
664
Hughes Financial Services
Virginia
$58.1K +$55.1K +842 New
SS
665
SBI Securities
Japan
$58.1K +$2.94K +45 +6%
National Pension Service
666
National Pension Service
South Korea
$57.9K +$23.5K +359 +75%
CSB
667
City State Bank
Iowa
$55.7K
CHC
668
City Holding Co
West Virginia
$55.7K
RTC
669
Riverview Trust Company
Washington
$55.4K
PS
670
Principal Securities
Iowa
$55.3K
SA
671
SRH Advisors
Kansas
$55K -$2.94K -45 -5%
BHWM
672
Beaird Harris Wealth Management
Texas
$54.7K
WT
673
Whittier Trust
California
$53.8K
CB
674
Centennial Bank
Arkansas
$53.6K
PB
675
Pinnacle Bancorp
Nebraska
$51K

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.