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Evergy
EVRG

Overview Fund Activity

811 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 331 increasing their positions, 231 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+42
Holders Change %
+5.46%
% of All Funds
11.01%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
114
Increased
331
Reduced
231
Closed
61
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
MBA
Maple-Brown Abbott
Australia
+$63.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$47.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$40.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$238M
2
ZP
Zimmer Partners
New York
-$148M
3
MNA
Manning & Napier Advisors
New York
-$132M
4
ECM
ExodusPoint Capital Management
New York
-$113M
5
UBS Group
UBS Group
Switzerland
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
701
Financial Network Wealth Management
Utah
$32K +$32K +478 New
TWD
702
True Wealth Design
Ohio
$31.6K +$6.96K +101 +28%
PTC
703
Private Trust Company
Ohio
$30.8K -$1.52K -22 -5%
PPA
704
Painted Porch Advisors
California
$29.3K – – –
FA
705
Financial Avengers
California
$29.3K +$344 +5 +1%
AW
706
Avion Wealth
Texas
$28K – – –
C
707
Covestor
United Kingdom
$27K +$12.8K +186 +91%
RF
708
Roxbury Financial
New Jersey
$26K +$344 +5 +1%
BL
709
BFSG LLC
California
$25.2K +$25.2K +365 New
BGAI
710
Bruce G. Allen Investments
Colorado
$24.7K – – –
CFS
711
Compass Financial Services
Iowa
$23.9K +$23.9K +346 New
ST
712
Smithfield Trust
Pennsylvania
$23K – – –
FWM
713
FSA Wealth Management
Massachusetts
$22.7K – – –
AG
714
AmeriFlex Group
Nevada
$22.1K – – –
POIA
715
Pin Oak Investment Advisors
Texas
$22K – – –
RTL
716
Red Tortoise LLC
Georgia
$21.5K – – –
W
717
WealthCollab
Washington
$21K +$5.86K +85 +39%
FDCP
718
Foster Dykema Cabot & Partners
Massachusetts
$20.6K – – –
VNA
719
Valley National Advisers
Pennsylvania
$20K +$264 +4 +1%
SC
720
SouthState Corp
Florida
$19.7K +$19.7K +286 New
ACA
721
Atlas Capital Advisors
Wyoming
$19.6K +$19.6K +284 New
JFA
722
JNBA Financial Advisors
Minnesota
$18.8K – – –
MSFP
723
Mark Sheptoff Financial Planning
Connecticut
$18.5K – – –
PWMG
724
Private Wealth Management Group
New Jersey
$17.9K – – –
Acadian Asset Management
725
Acadian Asset Management
Massachusetts
$17K – – –
27 28
29
30 31