849 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 336 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.37% more ownership

Funds ownership: 89.95%93.33% (+3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

70% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $71.9M

Holders
849
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$71.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
726
JNBA Financial Advisors
Minnesota
$24.9K
RTL
727
Red Tortoise LLC
Georgia
$23.7K
W
728
WealthCollab
Washington
$23.1K
VNA
729
Valley National Advisers
Pennsylvania
$23K
LC
730
Lavaca Capital
Texas
$22.8K
FDCP
731
Foster Dykema Cabot & Partners
Massachusetts
$22.7K
SWP
732
Strategic Wealth Partners
Ohio
$20.8K
MSFP
733
Mark Sheptoff Financial Planning
Connecticut
$20.4K
PWMG
734
Private Wealth Management Group
New Jersey
$19.8K
SGK
735
Steigerwald Gordon & Koch
Virginia
$19K
CWM
736
Consultiva Wealth Management
Puerto Rico
$19K
GKIM
737
GW&K Investment Management
Massachusetts
$19K
FMTCOCP
738
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
Acadian Asset Management
739
Acadian Asset Management
Massachusetts
$19K
SC
740
SouthState Corp
Florida
$18.9K
M
741
MOTCO
Texas
$18.9K
NFSG
742
Newbridge Financial Services Group
Florida
$18.2K
HIIFS
743
Harel Insurance Investments & Financial Services
Israel
$18K
LSA
744
Leonteq Securities AG
Switzerland
$17.6K
MTIC
745
Missouri Trust & Investment Company
Missouri
$17.2K
EWM
746
Evermay Wealth Management
Virginia
$16.7K
VWWMG
747
Vermillion & White Wealth Management Group
Pennsylvania
$15.9K
TFA
748
Transamerica Financial Advisors
Florida
$15.3K
RF
749
Rossby Financial
Florida
$15.2K
FWA
750
Flagship Wealth Advisors
Massachusetts
$15.2K