840 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, 331 increasing their positions, 253 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.19% more ownership

Funds ownership: 89.95%93.15% (+3.2%)

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
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$71.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
676
Heritage Wealth Advisors
Virginia
$50K
AG
677
AmeriFlex Group
Nevada
$49K
QL
678
Quarry LP
New York
$48.3K
DMBA
679
Deseret Mutual Benefit Administrators
Utah
$48.1K
TIM
680
Tortoise Investment Management
New York
$47.9K
OL
681
OneFund LLC
Florida
$47.7K
MFC
682
Mechanics Financial Corp
Ohio
$46K
DAM
683
Delta Asset Management
Tennessee
$46K
DIP
684
DT Investment Partners
Pennsylvania
$45.6K
KFI
685
Key Financial Inc
Pennsylvania
$45.6K
PCFFS
686
Pacific Center for Financial Services
California
$45.5K
WTC
687
WhitTier Trust Company
Nevada
$44.2K
RFP
688
Root Financial Partners
California
$43.8K
IBOK
689
Independence Bank of Kentucky
Kentucky
$42.3K
CA
690
Clearstead Advisors
Ohio
$42K
TWD
691
True Wealth Design
Ohio
$41.7K
SIM
692
Sentry Investment Management
Wisconsin
$41K
CB
693
CNB Bank
Pennsylvania
$40.9K
MFT
694
Moisand Fitzgerald Tamayo
Florida
$40.6K
HWM
695
Hemington Wealth Management
Virginia
$40K
GJIA
696
Glass Jacobson Investment Advisors
Maryland
$38.8K
BOJHT
697
Bank of Jackson Hole Trust
Wyoming
$37.9K
FC
698
Fairscale Capital
New Hampshire
$37.4K
CWA
699
Carolina Wealth Advisors
South Carolina
$36.3K
AW
700
Avion Wealth
Texas
$36K