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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
ACA
726
Atlas Capital Advisors
Wyoming
$19.6K +$18.6K +284 New
JFA
727
JNBA Financial Advisors
Minnesota
$18.8K
MSFP
728
Mark Sheptoff Financial Planning
Connecticut
$18.5K
PWMG
729
Private Wealth Management Group
New Jersey
$17.9K
Acadian Asset Management
730
Acadian Asset Management
Massachusetts
$17K
FMTCOCP
731
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K +$16.4K +250 New
GXJ
732
Global X Japan
Japan
$16.5K +$1.18K +18 +8%
MTIC
733
Missouri Trust & Investment Company
Missouri
$15.6K
EWM
734
Evermay Wealth Management
Virginia
$15.2K
KIM
735
Kestra Investment Management
Texas
$14.6K -$84K -1,283 -86%
VWWMG
736
Vermillion & White Wealth Management Group
Pennsylvania
$14.4K
FWA
737
Flagship Wealth Advisors
Massachusetts
$13.8K
CA
738
Clearstead Advisors
Ohio
$13.7K +$262 +4 +2%
RF
739
Rossby Financial
Florida
$13.6K +$13.1K +200 New
GIA
740
GHP Investment Advisors
Colorado
$13.1K
GKIM
741
GW&K Investment Management
Massachusetts
$13K +$458 +7 +4%
TH
742
TCTC Holdings
Texas
$12.7K +$6.02K +92 +100%
RCM
743
Raleigh Capital Management
North Carolina
$12K -$11.4K -174 -50%
CFS
744
CGC Financial Services
Oregon
$11.3K
CAL
745
Capital Analysts LLC
Pennsylvania
$11K +$9.69K +148 +822%
KHC
746
Koesten Hirschmann & Crabtree
Kansas
$10.4K
CAL
747
Capital Advisors Ltd
Ohio
$10K
PAG
748
Paladin Advisory Group
Iowa
$10K
HNW
749
High Note Wealth
Minnesota
$9.79K
AF
750
Aviso Financial
Ontario, Canada
$9.45K -$739K -11,286 -99%

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.