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852 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, 338 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 53

34% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 252

14% more capital invested

Capital invested by funds: $14.3B → $16.3B (+$2.06B)

4% more funds holding

Funds holding: 819852 (+33)

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
852
Holders Change
+33
Holders Change %
+4.03%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
338
Reduced
252
Closed
53
Calls
$21.6M
Puts
$71.9M
Net Calls
-$50.3M
Net Calls Change
-$55.9M
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 +$3.85K +54 +20%
RTL
729
Red Tortoise LLC
Georgia
$23.7K
W
730
WealthCollab
Washington
$23.1K
VNA
731
Valley National Advisers
Pennsylvania
$23K +$214 +3 +1%
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
EP
736
Essential Partners
California
$20.2K +$1.64K +23 +9%
PWMG
737
Private Wealth Management Group
New Jersey
$19.8K
CWM
738
Consultiva Wealth Management
Puerto Rico
$19K +$17.8K +250 New
SGK
739
Steigerwald Gordon & Koch
Virginia
$19K +$17.8K +250 New
Acadian Asset Management
740
Acadian Asset Management
Massachusetts
$19K
FMTCOCP
741
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
GKIM
742
GW&K Investment Management
Massachusetts
$19K
SC
743
SouthState Corp
Florida
$18.9K -$1.21K -17 -6%
M
744
MOTCO
Texas
$18.9K +$17.7K +249 New
NFSG
745
Newbridge Financial Services Group
Florida
$18.2K
HIIFS
746
Harel Insurance Investments & Financial Services
Israel
$18K +$17.1K +240 New
LSA
747
Leonteq Securities AG
Switzerland
$17.6K +$16.4K +230 +23,000%
MTIC
748
Missouri Trust & Investment Company
Missouri
$17.2K
EWM
749
Evermay Wealth Management
Virginia
$16.7K
VWWMG
750
Vermillion & White Wealth Management Group
Pennsylvania
$15.9K