808 hedge funds and large institutions have $14.3B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 357 increasing their positions, 220 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
10.84%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
88
Increased
357
Reduced
220
Closed
77
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
676
True Wealth Design
Ohio
$33.1K +$1.52K +22 +5%
AW
677
Avion Wealth
Texas
$33K +$1.09K +16 +3%
CWA
678
Carolina Wealth Advisors
South Carolina
$32.9K
AC
679
AlphaCore Capital
California
$32.8K +$32.8K +476 New
ABWM
680
Alpine Bank Wealth Management
Colorado
$32.2K
LI
681
LRI Investments
Florida
$32.2K
SS
682
SBI Securities
Japan
$32.1K -$25.9K -376 -45%
PTC
683
Private Trust Company
Ohio
$30.7K
FA
684
Financial Avengers
California
$29.6K +$276 +4 +0.9%
PPA
685
Painted Porch Advisors
California
$29.3K
WA
686
WPG Advisers
Maryland
$27.2K +$26.6K +386 +4,825%
C
687
Covestor
United Kingdom
$27K +$541 +8 +2%
CA
688
CoreCap Advisors
Michigan
$26.7K -$7.6K -110 -22%
RF
689
Roxbury Financial
New Jersey
$26.5K +$483 +7 +2%
CT
690
Clearstead Trust
Maine
$26.3K -$6.2K -90 -19%
CHC
691
City Holding Co
West Virginia
$24.7K -$31K -450 -56%
BGAI
692
Bruce G. Allen Investments
Colorado
$24.3K -$414 -6 -2%
CFS
693
Compass Financial Services
Iowa
$23.9K
ST
694
Smithfield Trust
Pennsylvania
$23K
FWM
695
FSA Wealth Management
Massachusetts
$22.7K
BWL
696
Bogart Wealth LLC
Virginia
$22.6K +$22.6K +328 New
POIA
697
Pin Oak Investment Advisors
Texas
$22K -$22K -330 -50%
AG
698
AmeriFlex Group
Nevada
$21.9K
RTL
699
Red Tortoise LLC
Georgia
$21.5K
W
700
WealthCollab
Washington
$21K