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819 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 335 increasing their positions, 234 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $53M | Put options by funds: $10.7M

82% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 62

43% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 234

11% more capital invested

Capital invested by funds: $12.5B → $13.9B (+$1.38B)

6% more funds holding

Funds holding: 775819 (+44)

0.79% less ownership

Funds ownership: 88.59%87.81% (-0.79%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
819
Holders Change
+44
Holders Change %
+5.68%
% of All Funds
10.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
113
Increased
335
Reduced
234
Closed
62
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
751
Aspect Partners
Virginia
$8.21K
NSIM
752
North Star Investment Management
Illinois
$8.21K
TFGT
753
TS Financial Group (TSFG)
Illinois
$8K
JWA
754
JFS Wealth Advisors
Pennsylvania
$7.72K +$131 +2 +2%
RDFA
755
Ritter Daniher Financial Advisory
Ohio
$7.52K
GWP
756
Gen-Wealth Partners
Michigan
$7.38K -$3.67K -56 -34%
ATC
757
Advantage Trust Company
Kansas
$6.89K -$98K -1,497 -94%
NECFA
758
New England Capital Financial Advisors
Connecticut
$6.89K
BIA
759
Bell Investment Advisors
California
$6.83K
AGWCA
760
Annis Gardner Whiting Capital Advisors
Florida
$6.34K
WT
761
Washington Trust
Rhode Island
$6.21K -$11.7K -179 -67%
SCB
762
Saudi Central Bank
Saudi Arabia
$6.21K +$5.89K +90 New
PWMG
763
Prestige Wealth Management Group
New Jersey
$5.86K
BAM
764
Bellevue Asset Management
Washington
$5.71K
SIC
765
Salem Investment Counselors
North Carolina
$5.38K -$2.09K -32 -29%
CIA
766
Cape Investment Advisory
Georgia
$5K +$3.27K +50 +227%
HCM
767
Hollencrest Capital Management
California
$4.48K
FMP
768
Financial Management Professionals
Texas
$4.21K
AAG
769
Armstrong Advisory Group
Massachusetts
$4.12K
SO
770
Sierra Ocean
California
$4K
LWA
771
Lowe Wealth Advisors
Maryland
$3.79K
DF
772
Dunhill Financial
United Kingdom
$3.77K -$262 -4 -7%
Kayne Anderson Rudnick Investment Management
773
Kayne Anderson Rudnick Investment Management
California
$3.72K -$3.14K -48 -47%
CIAS
774
CBIZ Investment Advisory Services
Ohio
$3.58K
FFO
775
Fortitude Family Office
Arizona
$3.52K -$17.6K -269 -84%

EVRG Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2025, worth a combined $13.9B — up 11% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EVRG positions and 62 closed out — a net gain of 51 holders — while 335 added to existing stakes and 234 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $143M. The largest seller was Millennium Management, cutting an estimated $226M.

  • 819 institutional investors held Evergy (EVRG) as of Q1 2025, up from 775 in Q4 2024.
  • Funds reported $13.9B of Evergy stock for Q1 2025, up 11% quarter-over-quarter.
  • 113 funds opened new Evergy positions in Q1 2025 and 62 closed out, a net change of +51 holders.
  • The largest Evergy buyer in Q1 2025 was Fidelity Investments, an estimated $143M added.
  • The largest Evergy seller in Q1 2025 was Millennium Management, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2025.