840 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, 331 increasing their positions, 253 reducing their positions, and 54 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:

3.19% more ownership

Funds ownership: 89.95%93.15% (+3.2%)

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
840
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
FDCP
726
Foster Dykema Cabot & Partners
Massachusetts
$22.7K
SWP
727
Strategic Wealth Partners
Ohio
$20.8K
MSFP
728
Mark Sheptoff Financial Planning
Connecticut
$20.4K
PWMG
729
Private Wealth Management Group
New Jersey
$19.8K
SGK
730
Steigerwald Gordon & Koch
Virginia
$19K
CWM
731
Consultiva Wealth Management
Puerto Rico
$19K
Acadian Asset Management
732
Acadian Asset Management
Massachusetts
$19K
GKIM
733
GW&K Investment Management
Massachusetts
$19K
FMTCOCP
734
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
SC
735
SouthState Corp
Florida
$18.9K
M
736
MOTCO
Texas
$18.9K
NFSG
737
Newbridge Financial Services Group
Florida
$18.2K
HIIFS
738
Harel Insurance Investments & Financial Services
Israel
$18K
MTIC
739
Missouri Trust & Investment Company
Missouri
$17.2K
EWM
740
Evermay Wealth Management
Virginia
$16.7K
VWWMG
741
Vermillion & White Wealth Management Group
Pennsylvania
$15.9K
TFA
742
Transamerica Financial Advisors
Florida
$15.3K
RF
743
Rossby Financial
Florida
$15.2K
FWA
744
Flagship Wealth Advisors
Massachusetts
$15.2K
BIA
745
Bell Investment Advisors
California
$15.1K
PGAM
746
Princeton Global Asset Management
New Jersey
$14.8K
TH
747
TCTC Holdings
Texas
$14K
BONH
748
Bank of New Hampshire
New Hampshire
$13.6K
RCM
749
Raleigh Capital Management
North Carolina
$13.5K
GFM
750
GF Fund Management
China
$13K