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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
AF
776
Advisornet Financial
Minnesota
$3.38K -$23.4K -358 -88%
OAJ
777
Ogorek Anthony Joseph
New York
$3K +$3.8K +58 New
OW
778
Olistico Wealth
Oklahoma
$2.83K +$2.68K +41 New
MCM
779
Manchester Capital Management
Vermont
$2.69K +$1.77K +27 +225%
1L
780
10Elms LLP
Oklahoma
$2.48K
SIM
781
Synergy Investment Management
Florida
$2.48K
TFM
782
TFC Financial Management
Massachusetts
$2.21K
HHGA
783
Halbert Hargrove Global Advisors
California
$2.16K +$2.03K +31 New
LRWM
784
Lord & Richards Wealth Management
Colorado
$2.14K +$2.03K +31 New
NRG
785
Nemes Rush Group
Michigan
$2.07K
AWM
786
Accredited Wealth Management
Kentucky
$2K
PWAM
787
Private Wealth Asset Management
Iowa
$1.79K +$1.7K +26 New
OCM
788
Osterweis Capital Management
California
$1.72K +$1.64K +25 New
SIC
789
SJS Investment Consulting
Ohio
$1.59K +$131 +2 +10%
GFPC
790
Global Financial Private Client
Florida
$1.52K +$982 +15 +214%
NC
791
NewSquare Capital
Pennsylvania
$1.45K -$720 -11 -34%
BLC
792
Brown, Lisle/Cummings
Rhode Island
$1.45K +$1.37K +21 New
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$131 +2 +11%
CWP
794
Clark Wealth Partners
Illinois
$1.24K +$327 +5 +38%
WA
795
Whipplewood Advisors
Colorado
$1.24K +$589 +9 +50%
PWA
796
Physician Wealth Advisors
Utah
$1.03K -$32.5K -497 -97%
WCM
797
WealthTrak Capital Management
Virginia
$1.03K +$327 +5 +50%
NWM
798
Nova Wealth Management
Florida
$965
HWP
799
Highline Wealth Partners
California
$896 +$851 +13 New
CPG
800
Cornerstone Planning Group
New Jersey
$817 +$327 +5 +71%

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.