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Evergy
EVRG

Overview Fund Activity

811 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 331 increasing their positions, 231 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+42
Holders Change %
+5.46%
% of All Funds
11.01%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
114
Increased
331
Reduced
231
Closed
61
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
MBA
Maple-Brown Abbott
Australia
+$63.4M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$55.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$47.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$40.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$238M
2
ZP
Zimmer Partners
New York
-$148M
3
MNA
Manning & Napier Advisors
New York
-$132M
4
ECM
ExodusPoint Capital Management
New York
-$113M
5
UBS Group
UBS Group
Switzerland
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
1L
776
10Elms LLP
Oklahoma
$2.48K – – –
TFM
777
TFC Financial Management
Massachusetts
$2.21K – – –
HHGA
778
Halbert Hargrove Global Advisors
California
$2.16K +$2.16K +31 New
LRWM
779
Lord & Richards Wealth Management
Colorado
$2.14K +$2.14K +31 New
NRG
780
Nemes Rush Group
Michigan
$2.07K – – –
AWM
781
Accredited Wealth Management
Kentucky
$2K – – –
PWAM
782
Private Wealth Asset Management
Iowa
$1.79K +$1.79K +26 New
OCM
783
Osterweis Capital Management
California
$1.72K +$1.72K +25 New
SIC
784
SJS Investment Consulting
Ohio
$1.59K +$138 +2 +10%
GFPC
785
Global Financial Private Client
Florida
$1.52K +$1.03K +15 +214%
NC
786
NewSquare Capital
Pennsylvania
$1.45K -$758 -11 -34%
BLC
787
Brown, Lisle/Cummings
Rhode Island
$1.45K +$1.45K +21 New
DPW
788
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$138 +2 +11%
WA
789
Whipplewood Advisors
Colorado
$1.24K +$414 +9 +50%
PWA
790
Physician Wealth Advisors
Utah
$1.04K -$34.3K -497 -97%
WCM
791
WealthTrak Capital Management
Virginia
$1.04K +$345 +5 +50%
NWM
792
Nova Wealth Management
Florida
$965 – – –
HWP
793
Highline Wealth Partners
California
$896 +$896 +13 New
CPG
794
Cornerstone Planning Group
New Jersey
$817 +$340 +5 +71%
OCM
795
Orion Capital Management
California
$690 – – –
RA
796
Rise Advisors
New York
$690 +$690 +10 New
OP
797
ORG Partners
Indiana
$690 +$690 +10 New
CT
798
Colonial Trust
South Carolina
$552 -$35.4K -513 -98%
WA
799
WPG Advisers
Maryland
$552 – – –
RWM
800
Rialto Wealth Management
New York
$552 +$552 +8 New
30 31
32
33 34