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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
RIL
676
Rothschild Investment LLC
Illinois
$50.5K -$589 -9 -1%
CH
677
Cromwell Holdings
Wyoming
$50.5K
MCM
678
MV Capital Management
Maryland
$50K
BIG
679
Brooklyn Investment Group
New York
$48.9K +$32K +489 +221%
ZBNA
680
Zions Bancorporation, National Association
Utah
$47.6K +$45.2K +691 New
HFS
681
Hantz Financial Services
Michigan
$47K -$589 -9 -1%
TIM
682
Tortoise Investment Management
New York
$46.6K
HWA
683
Heritage Wealth Advisors
Virginia
$45.4K
DMBA
684
Deseret Mutual Benefit Administrators
Utah
$44.8K
TPCW
685
TD Private Client Wealth
New York
$41.8K -$9.16K -140 -19%
DAM
686
Delta Asset Management
Tennessee
$41.7K
MFC
687
Mechanics Financial Corp
Ohio
$41.7K
DIP
688
DT Investment Partners
Pennsylvania
$41.4K
PCFFS
689
Pacific Center for Financial Services
California
$41.2K
KFI
690
Key Financial Inc
Pennsylvania
$41.2K
IMC
691
Investment Management Corporation
Virginia
$39.3K +$23.4K +357 +168%
MCM
692
MAI Capital Management
Ohio
$39.3K -$38.5K -589 -51%
IBOK
693
Independence Bank of Kentucky
Kentucky
$38.3K
CB
694
CNB Bank
Pennsylvania
$38.1K
MFT
695
Moisand Fitzgerald Tamayo
Florida
$36.8K
M
696
MOTCO
Texas
$34.4K
BOJHT
697
Bank of Jackson Hole Trust
Wyoming
$34.3K
CA
698
CoreCap Advisors
Michigan
$34.2K +$7.13K +109 +28%
HWM
699
Hemington Wealth Management
Virginia
$34K +$1.83K +28 +6%
FC
700
Fairscale Capital
New Hampshire
$33.9K

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.