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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
Wells Fargo
51
Wells Fargo
California
$53.2M +$30.8M +470,687 +157%
TC
52
Teilinger Capital
Texas
$51.7M +$6.54M +100,000 +15%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50M +$186K +2,849 +0.4%
RCM
54
RNC Capital Management
California
$47.8M -$32.3K -493 -0.1%
Raymond James Financial
55
Raymond James Financial
Florida
$47.4M +$10.4M +159,272 +30%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$47.1M -$23.5M -359,084 -34%
Allianz Asset Management
57
Allianz Asset Management
Germany
$47M -$750K -11,457 -2%
ECM
58
ExodusPoint Capital Management
New York
$46.3M -$107M -1,641,160 -71%
Swiss National Bank
59
Swiss National Bank
Switzerland
$44.7M -$65.4K -1,000 -0.2%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$41.6M -$11.6M -177,757 -23%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$40.9M +$18.1M +276,492 +87%
VNIM
62
Vaughan Nelson Investment Management
Texas
$40.3M +$38.2M +584,245 New
Millennium Management
63
Millennium Management
New York
$39.2M -$226M -3,458,360 -86%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$39.1M +$20M +304,871 +116%
Citigroup
65
Citigroup
New York
$37.9M +$5.51M +84,121 +18%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$37.2M -$9.49K -145 -0%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$36.8M +$13.1M +199,697 +60%
SEI Investments
68
SEI Investments
Pennsylvania
$32.9M -$281K -4,293 -0.9%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$30.8M +$1.66M +25,411 +6%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$29.9M +$28.4M +433,529 New
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.4M +$210K +3,213 +0.8%
AllianceBernstein
72
AllianceBernstein
Tennessee
$28.7M +$7.05M +107,665 +35%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$28.5M +$16.8M +257,248 +165%
Massachusetts Financial Services
74
Massachusetts Financial Services
Massachusetts
$28.1M +$12.4M +189,205 +87%
GAM
75
Gotham Asset Management
New York
$28.1M +$10.3M +157,497 +63%

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.