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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
GJIA
751
Glass Jacobson Investment Advisors
Maryland
$37K
TCM
752
Triumph Capital Management
Colorado
$36.8K +$38.5K +508 New
FC
753
Fairscale Capital
New Hampshire
$35.7K
AW
754
Avion Wealth
Texas
$35K -$76 -1 -0.2%
PTC
755
Private Trust Company
Ohio
$34.9K +$1.97K +26 +6%
CWA
756
Carolina Wealth Advisors
South Carolina
$34.6K
LI
757
LRI Investments
Florida
$33.9K
BWA
758
Basecamp Wealth Advisors
Washington
$33.6K +$35.2K +464 New
AA
759
Ancora Advisors
Ohio
$33.4K +$35K +461 New
EC
760
Elequin Capital
New York
$33.1K +$34.6K +456 New
SS
761
SBI Securities
Japan
$32.5K -$1.14K -15 -3%
PB
762
Prosperity Bancshares
Texas
$32.1K +$33.6K +443 New
BW
763
Bravera Wealth
North Dakota
$30K +$31.4K +414 New
WA
764
WPG Advisers
Maryland
$29.2K -$152 -2 -0.5%
RF
765
Roxbury Financial
New Jersey
$28.4K +$228 +3 +0.8%
CT
766
Clearstead Trust
Maine
$27.6K
MNA
767
Manning & Napier Advisors
New York
$27.3K -$28.1K -371 -50%
HCA
768
Harbor Capital Advisors
Illinois
$27K +$27.8K +366 New
CHC
769
City Holding Co
West Virginia
$26K
CFS
770
Compass Financial Services
Iowa
$25.6K +$303 +4 +1%
BGAI
771
Bruce G. Allen Investments
Colorado
$25.5K
MB
772
MidFirst Bank
Oklahoma
$25.4K +$26.6K +350 New
POIA
773
Pin Oak Investment Advisors
Texas
$25K
ST
774
Smithfield Trust
Pennsylvania
$25K +$1.14K +15 +5%
SSG
775
Summit Securities Group
New York
$24.7K -$4.17K -55 -14%