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819 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, 361 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.78M

61% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 224

16% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 76

2.13% more ownership

Funds ownership: 87.81%89.94% (+2.1%)

2% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$342M)

0% more funds holding

Funds holding: 819819 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
819
Holders Change
Holders Change %
0%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
88
Increased
361
Reduced
224
Closed
76
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
Compass Financial Services
Iowa
$23.9K
ST
702
Smithfield Trust
Pennsylvania
$23K
FWM
703
FSA Wealth Management
Massachusetts
$22.7K
BWL
704
Bogart Wealth LLC
Virginia
$22.6K +$22K +328 New
POIA
705
Pin Oak Investment Advisors
Texas
$22K -$22.2K -330 -50%
AG
706
AmeriFlex Group
Nevada
$21.9K
RTL
707
Red Tortoise LLC
Georgia
$21.5K
W
708
WealthCollab
Washington
$21K
LC
709
Lavaca Capital
Texas
$20.7K +$20.2K +300 New
FDCP
710
Foster Dykema Cabot & Partners
Massachusetts
$20.6K
VNA
711
Valley National Advisers
Pennsylvania
$20K -$134 -2 -0.7%
MYIA
712
Mount Yale Investment Advisors
Colorado
$19K +$18.5K +275 New
SWP
713
Strategic Wealth Partners
Ohio
$18.9K +$18.4K +274 New
JFA
714
JNBA Financial Advisors
Minnesota
$18.8K
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$18.5K
SC
716
SouthState Corp
Florida
$18.3K -$1.34K -20 -7%
PWMG
717
Private Wealth Management Group
New Jersey
$17.9K
OA
718
Operose Advisors
Wisconsin
$17.2K +$16.8K +250 New
Acadian Asset Management
719
Acadian Asset Management
Massachusetts
$17K
FMTCOCP
720
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
GKIM
721
GW&K Investment Management
Massachusetts
$17K +$3.76K +56 +30%
EP
722
Essential Partners
California
$16.8K +$16.3K +243 New
NFSG
723
Newbridge Financial Services Group
Florida
$16.5K +$16.1K +239 New
MTIC
724
Missouri Trust & Investment Company
Missouri
$15.6K
EWM
725
Evermay Wealth Management
Virginia
$15.2K

EVRG Hedge Fund Activity: Q2 2025 in Review

819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2025, worth a combined $14.3B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EVRG positions and 76 closed out — a net gain of 12 holders — while 361 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Point72 Asset Management, cutting an estimated $147M.

  • 819 institutional investors held Evergy (EVRG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14.3B of Evergy stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 88 funds opened new Evergy positions in Q2 2025 and 76 closed out, a net change of +12 holders.
  • The largest Evergy buyer in Q2 2025 was BlackRock, an estimated $192M added.
  • The largest Evergy seller in Q2 2025 was Point72 Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.