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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
CSPIA
701
Cary Street Partners Investment Advisory
Virginia
$33.7K +$31.9K +488 New
CWA
702
Carolina Wealth Advisors
South Carolina
$33K
CT
703
Clearstead Trust
Maine
$32.5K +$30.8K +471 New
ABWM
704
Alpine Bank Wealth Management
Colorado
$32.2K +$30.6K +467 New
LI
705
LRI Investments
Florida
$32.2K +$30.6K +467 New
FNWM
706
Financial Network Wealth Management
Utah
$32K +$31.3K +478 New
TWD
707
True Wealth Design
Ohio
$31.6K +$6.61K +101 +28%
PTC
708
Private Trust Company
Ohio
$30.8K -$1.44K -22 -5%
PPA
709
Painted Porch Advisors
California
$29.3K
FA
710
Financial Avengers
California
$29.3K +$327 +5 +1%
AW
711
Avion Wealth
Texas
$28K
C
712
Covestor
United Kingdom
$27K +$12.2K +186 +91%
RF
713
Roxbury Financial
New Jersey
$26K +$327 +5 +1%
BL
714
BFSG LLC
California
$25.2K +$23.9K +365 New
BGAI
715
Bruce G. Allen Investments
Colorado
$24.7K
CFS
716
Compass Financial Services
Iowa
$23.9K +$22.6K +346 New
ST
717
Smithfield Trust
Pennsylvania
$23K
FWM
718
FSA Wealth Management
Massachusetts
$22.7K
AG
719
AmeriFlex Group
Nevada
$22.1K
POIA
720
Pin Oak Investment Advisors
Texas
$22K
RTL
721
Red Tortoise LLC
Georgia
$21.5K
W
722
WealthCollab
Washington
$21K +$5.56K +85 +39%
FDCP
723
Foster Dykema Cabot & Partners
Massachusetts
$20.6K
VNA
724
Valley National Advisers
Pennsylvania
$20K +$262 +4 +1%
SC
725
SouthState Corp
Florida
$19.7K +$18.7K +286 New

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.