EVRG icon

Evergy

851 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, 337 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: 89.94%93.31% (+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
851
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
FWM
726
FSA Wealth Management
Massachusetts
$25.1K
ST
727
Smithfield Trust
Pennsylvania
$25K
JFA
728
JNBA Financial Advisors
Minnesota
$24.9K
RTL
729
Red Tortoise LLC
Georgia
$23.7K
W
730
WealthCollab
Washington
$23.1K
VNA
731
Valley National Advisers
Pennsylvania
$23K
LC
732
Lavaca Capital
Texas
$22.8K
FDCP
733
Foster Dykema Cabot & Partners
Massachusetts
$22.7K
SWP
734
Strategic Wealth Partners
Ohio
$20.8K
MSFP
735
Mark Sheptoff Financial Planning
Connecticut
$20.4K
PWMG
736
Private Wealth Management Group
New Jersey
$19.8K
SGK
737
Steigerwald Gordon & Koch
Virginia
$19K
CWM
738
Consultiva Wealth Management
Puerto Rico
$19K
GKIM
739
GW&K Investment Management
Massachusetts
$19K
Acadian Asset Management
740
Acadian Asset Management
Massachusetts
$19K
FMTCOCP
741
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
SC
742
SouthState Corp
Florida
$18.9K
M
743
MOTCO
Texas
$18.9K
NFSG
744
Newbridge Financial Services Group
Florida
$18.2K
HIIFS
745
Harel Insurance Investments & Financial Services
Israel
$18K
LSA
746
Leonteq Securities AG
Switzerland
$17.6K
MTIC
747
Missouri Trust & Investment Company
Missouri
$17.2K
EWM
748
Evermay Wealth Management
Virginia
$16.7K
VWWMG
749
Vermillion & White Wealth Management Group
Pennsylvania
$15.9K
TFA
750
Transamerica Financial Advisors
Florida
$15.3K