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Evergy
EVRG

Overview Fund Activity

802 hedge funds and large institutions have $14.2B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 352 increasing their positions, 219 reducing their positions, and 77 closing their positions.

Holders
802
Holders Change
-10
Holders Change %
-1.23%
% of All Funds
10.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
88
Increased
352
Reduced
219
Closed
77
Calls
$6.58M
Puts
$4.78M
Net Calls
+$1.8M
Net Calls Change
-$40.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.4B
2
MAM
2
Magellan Asset Management
Australia
$163M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$571M
4
TCA
4
Tortoise Capital Advisors
Kansas
$87.5M
5
Cohen & Steers
5
Cohen & Steers
New York
$198M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$66.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$33.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$34.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$21.9M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$36.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CPG
776
Cornerstone Planning Group
New Jersey
$1.39K 19 +7 +58%
MAWAG
777
Mid-American Wealth Advisory Group
Missouri
$1.38K 20 +20 New
S
778
Sachetta
Massachusetts
$1.31K 19 +19 New
WA
779
Whipplewood Advisors
Colorado
$1.24K 18 -9 -33%
BI
780
Binnacle Investments
Iowa
$1.17K 17 +17 New
SIC
781
SJS Investment Consulting
Ohio
$966 14 -9 -39%
HWP
782
Highline Wealth Partners
California
$896 13 – –
TIM
783
Total Investment Management
Arizona
$827 12 +12 New
STB
784
S&T Bank
Pennsylvania
$827 12 +12 New
BHWM
785
Bay Harbor Wealth Management
Maryland
$758 11 +7 +175%
WCM
786
WealthTrak Capital Management
Virginia
$690 10 -5 -33%
RA
787
Rise Advisors
New York
$689 10 – –
OCM
788
Orion Capital Management
California
$689 10 – –
HIA
789
HFM Investment Advisors
New Jersey
$620 9 +6 +200%
SC
790
Stephens Consulting
Michigan
$552 8 +8 New
CT
791
Colonial Trust
South Carolina
$551 8 – –
AWM
792
Activest Wealth Management
Florida
$483 7 +7 New
SFCL
793
Strengthening Families & Communities LLC
Massachusetts
$348 5 +5 New
CFD
794
Creative Financial Designs
Indiana
$345 5 – –
WBC
795
West Branch Capital
Massachusetts
$276 4 – –
PWM
796
Parkworth Wealth Management
California
$276 4 +4 New
RWM
797
Rialto Wealth Management
New York
$207 3 -5 -63%
BCWM
798
Bartlett & Co Wealth Management
Ohio
$138 2 – –
RWS
799
Retirement Wealth Solutions
Wisconsin
$69 1 – –
RS
800
Rakuten Securities
Japan
$69 1 – –
30 31
32
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