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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
BWL
776
Bogart Wealth LLC
Virginia
$24.6K +$228 +3 +0.9%
C
777
Covestor
United Kingdom
$24K -$3.49K -46 -12%
CB
778
CNB Bank
Pennsylvania
$23.5K -$16.2K -214 -40%
SWM
779
SHP Wealth Management
Massachusetts
$23.5K +$24.6K +324 New
AG
780
AmeriFlex Group
Nevada
$23.3K -$24.4K -322 -50%
DE
781
DV Equities
Illinois
$23.3K +$24.4K +321 New
RTL
782
Red Tortoise LLC
Georgia
$22.6K
B
783
Bayban
Minnesota
$22.5K +$23.5K +310 New
W
784
WealthCollab
Washington
$22K
VNA
785
Valley National Advisers
Pennsylvania
$22K
LC
786
Lavaca Capital
Texas
$21.7K
ACA
787
Atlas Capital Advisors
Wyoming
$21.7K +$22.8K +300 New
TSMHT
788
Thurston Springer Miller Herd & Titak
Indiana
$21.7K +$22.7K +299 New
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$19.5K
EP
790
Essential Partners
California
$19.3K
GKIM
791
GW&K Investment Management
Massachusetts
$19K +$1.29K +17 +7%
PWMG
792
Private Wealth Management Group
New Jersey
$18.8K
SGK
793
Steigerwald Gordon & Koch
Virginia
$18.1K
CWM
794
Consultiva Wealth Management
Puerto Rico
$18.1K
M
795
MOTCO
Texas
$18.1K
Acadian Asset Management
796
Acadian Asset Management
Massachusetts
$18K
FMTCOCP
797
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
HIIFS
798
Harel Insurance Investments & Financial Services
Israel
$18K +$910 +12 +5%
MTIC
799
Missouri Trust & Investment Company
Missouri
$16.4K
EWM
800
Evermay Wealth Management
Virginia
$15.9K