We are live on ! Find out more

922 hedge funds and large institutions have $15.4B invested in Evergy in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 321 increasing their positions, 288 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $20.2M

11% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 288

8% more funds holding

Funds holding: 852922 (+70)

0.86% less ownership

Funds ownership: 93.31%92.46% (-0.86%)

5% less capital invested

Capital invested by funds: $16.3B → $15.4B (-$897M)

Holders
922
Holders Change
+70
Holders Change %
+8.22%
% of All Funds
11.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
150
Increased
321
Reduced
288
Closed
63
Calls
$23.1M
Puts
$20.2M
Net Calls
+$2.9M
Net Calls Change
+$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$51.8K +$152 +2 +0.3%
KFI
727
Key Financial Inc
Pennsylvania
$51.8K +$8.8K +116 +19%
PB
728
Pinnacle Bancorp
Nebraska
$51.5K +$1.37K +18 +3%
PWPS
729
Pinnacle Wealth Planning Services
Ohio
$50.7K +$53.1K +700 New
ZBNA
730
Zions Bancorporation, National Association
Utah
$50.4K
BOJHT
731
Bank of Jackson Hole Trust
Wyoming
$49.1K +$13.6K +179 +36%
FAMI
732
Fideuram Asset Management (Ireland)
$48.8K +$57K +751 New
OL
733
OneFund LLC
Florida
$48.4K +$3.04K +40 +6%
HWA
734
Heritage Wealth Advisors
Virginia
$47.7K
RFP
735
Root Financial Partners
California
$45.7K +$4.17K +55 +10%
PCFFS
736
Pacific Center for Financial Services
California
$45.5K
CA
737
CoreCap Advisors
Michigan
$44.4K +$17.5K +231 +60%
DAM
738
Delta Asset Management
Tennessee
$43.9K
MFC
739
Mechanics Financial Corp
Ohio
$43.9K
DIP
740
DT Investment Partners
Pennsylvania
$43.5K
EW
741
Elyxium Wealth
California
$43.2K +$45.2K +596 New
WTC
742
WhitTier Trust Company
Nevada
$42.2K
TTIC
743
Tower Trust & Investment Company
Iowa
$42K +$43.9K +579 New
IBOK
744
Independence Bank of Kentucky
Kentucky
$40.3K
IAS
745
IMA Advisory Services
Colorado
$40.1K -$33.9K -447 -45%
DMBA
746
Deseret Mutual Benefit Administrators
Utah
$39.7K -$6.45K -85 -13%
TWD
747
True Wealth Design
Ohio
$39.6K -$152 -2 -0.4%
MFT
748
Moisand Fitzgerald Tamayo
Florida
$38.7K
TFA
749
Transamerica Financial Advisors
Florida
$38.4K +$24.9K +328 +163%
SIM
750
Sentry Investment Management
Wisconsin
$38K