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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
HIMS
651
Hager Investment Management Services
New Hampshire
$222K -$19K -250 -8%
BWMG
652
Barnes Wealth Management Group
California
$221K -$759 -10 -0.3%
HIS
653
Horizon Investment Services
Indiana
$219K +$229K +3,019 New
AC
654
Armistice Capital
New York
$219K +$229K +3,019 New
IFS
655
Ifrah Financial Services
Arkansas
$218K -$7.89K -104 -3%
WTB
656
Washington Trust Bank
Washington
$217K
CI
657
CX Institutional
Indiana
$212K +$30.9K +407 +16%
ICP
658
Interchange Capital Partners
Pennsylvania
$211K +$221K +2,916 New
BEW
659
Burton Enright Welch
California
$211K -$2.88K -38 -1%
NW
660
NewEdge Wealth
Pennsylvania
$208K +$218K +2,868 New
CIAS
661
CFS Investment Advisory Services
New Jersey
$208K -$76 -1 -0%
CPA
662
Capital Performance Advisors
California
$204K +$1.29K +17 +0.6%
RAM
663
Riggs Asset Management
Pennsylvania
$203K
WCA
664
Westover Capital Advisors
Delaware
$203K
FNBOO
665
First National Bank of Omaha
Nebraska
$201K +$208K +2,744 New
IA
666
IFP Advisors
Florida
$199K -$89.4K -1,179 -30%
SAM
667
Smartleaf Asset Management
Massachusetts
$194K -$17.6K -232 -8%
VCM
668
Versant Capital Management
Arizona
$192K +$25.8K +340 +15%
GWM
669
Geneos Wealth Management
Colorado
$186K +$228 +3 +0.1%
DB
670
Danske Bank
Denmark
$181K -$114K -1,500 -38%
QL
671
Quarry LP
New York
$170K +$130K +1,714 +270%
HWA
672
HHM Wealth Advisors
Tennessee
$150K
AIP
673
Ameritas Investment Partners
Nebraska
$149K -$8.5K -112 -5%
EWA
674
EverSource Wealth Advisors
Alabama
$143K -$27.8K -366 -16%
SAG
675
SageView Advisory Group
California
$142K +$149K +1,964 New