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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
BTI
651
Blue Trust Inc
Georgia
$95.5K -$6.34K -89 -7%
SWM
652
Spire Wealth Management
Virginia
$94.7K +$24K +337 +37%
FCAS
653
First Command Advisory Services
Texas
$93.1K +$12.3K +173 +16%
RL
654
Rogco LP
Oklahoma
$85.1K
BHWM
655
Beaird Harris Wealth Management
Texas
$77.8K +$356 +5 +0.5%
FFC
656
First Financial Corp
Indiana
$76K
HPC
657
HM Payson & Co
Maine
$76K
IAS
658
IMA Advisory Services
Colorado
$76K
MA
659
Montag & Associates
Georgia
$76K
TFIPS
660
Towarzystwo Funduszy Inwestycyjnych PZU SA
$76K
CSPIA
661
Cary Street Partners Investment Advisory
Virginia
$74.4K +$10.5K +147 +18%
MSWM
662
Mowery & Schoenfeld Wealth Management
Illinois
$74.2K
CSC
663
Caldwell Sutter Capital
California
$72.7K
HFS
664
Hantz Financial Services
Michigan
$72K +$6.7K +94 +11%
TC
665
Truvestments Capital
Florida
$71.9K +$3.85K +54 +6%
MCM
666
MAI Capital Management
Ohio
$70.5K +$9.05K +127 +16%
ARMT
667
Amica Retiree Medical Trust
Rhode Island
$70K -$7.34K -103 -10%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$69.3K -$2.64K -37 -4%
CFO
669
CVA Family Office
Colorado
$66.5K +$4.42K +62 +8%
HFS
670
Hughes Financial Services
Virginia
$64.5K
BL
671
BFSG LLC
California
$62.1K +$10.8K +152 +23%
CSB
672
City State Bank
Iowa
$61.4K
RIL
673
Rothschild Investment LLC
Illinois
$61.1K +$4.06K +57 +8%
TFA
674
Toth Financial Advisory
Virginia
$60.8K -$14.3K -200 -20%
SA
675
SRH Advisors
Kansas
$60.6K