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819 hedge funds and large institutions have $14.3B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 361 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.78M

61% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 224

16% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 76

2.13% more ownership

Funds ownership: 87.81%89.94% (+2.1%)

2% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$342M)

0% more funds holding

Funds holding: 819819 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
819
Holders Change
Holders Change %
0%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
88
Increased
361
Reduced
224
Closed
76
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
751
Gen-Wealth Partners
Michigan
$7.38K
DF
752
Dunhill Financial
United Kingdom
$7.37K +$3.43K +51 +93%
NECFA
753
New England Capital Financial Advisors
Connecticut
$6.89K
FFO
754
Fortitude Family Office
Arizona
$6.41K +$2.82K +42 +82%
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$6.34K
PWA
756
Physician Wealth Advisors
Utah
$6.13K +$4.97K +74 +493%
TPWA
757
Twin Peaks Wealth Advisors
California
$5.88K +$5.44K +81 New
PWMG
758
Prestige Wealth Management Group
New Jersey
$5.86K
BAM
759
Bellevue Asset Management
Washington
$5.76K +$67 +1 +1%
CIAS
760
CBIZ Investment Advisory Services
Ohio
$5.72K +$2.08K +31 +60%
GC
761
GFG Capital
Florida
$5.45K +$5.31K +79 New
PPC
762
Park Place Capital
Alabama
$5.14K +$4.97K +74 New
CIA
763
Cape Investment Advisory
Georgia
$5.03K +$67 +1 +1%
NC
764
NewSquare Capital
Pennsylvania
$4.83K +$3.29K +49 +233%
AAG
765
Armstrong Advisory Group
Massachusetts
$4.62K
HCM
766
Hollencrest Capital Management
California
$4.48K
FMP
767
Financial Management Professionals
Texas
$4.48K +$269 +4 +7%
BA
768
Bellwether Advisors
Nebraska
$4.34K +$4.23K +63 New
GIA
769
GHP Investment Advisors
Colorado
$4.14K -$8.74K -130 -68%
LWA
770
Lowe Wealth Advisors
Maryland
$3.79K
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$3.72K
FPF
772
First Pacific Financial
Washington
$3.45K +$3.36K +50 New
AF
773
Advisornet Financial
Minnesota
$3.38K
HHMI
774
Howard Hughes Medical Institute
Maryland
$3.38K +$3.29K +49 New
OP
775
ORG Partners
Indiana
$3.33K +$2.55K +38 +380%

EVRG Hedge Fund Activity: Q2 2025 in Review

819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2025, worth a combined $14.3B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EVRG positions and 76 closed out — a net gain of 12 holders — while 361 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Point72 Asset Management, cutting an estimated $147M.

  • 819 institutional investors held Evergy (EVRG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14.3B of Evergy stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 88 funds opened new Evergy positions in Q2 2025 and 76 closed out, a net change of +12 holders.
  • The largest Evergy buyer in Q2 2025 was BlackRock, an estimated $192M added.
  • The largest Evergy seller in Q2 2025 was Point72 Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.