833 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 329 increasing their positions, 247 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 809833 (+24)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

70% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $71.9M

Holders
833
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$71.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Cloud Capital Management
Washington
$2K
HWA
802
Heartwood Wealth Advisors
Virginia
$1.75K
BLC
803
Brown, Lisle/Cummings
Rhode Island
$1.6K
WWA
804
Wealth Watch Advisors
Colorado
$1.6K
DPW
805
DiNuzzo Private Wealth
Pennsylvania
$1.5K
S
806
Sachetta
Massachusetts
$1.45K
FHC
807
First Horizon Corporation
Tennessee
$1.22K
NWM
808
Nova Wealth Management
Florida
$1.06K
BHWM
809
Bay Harbor Wealth Management
Maryland
$1.06K
HWP
810
Highline Wealth Partners
California
$988
CJ
811
Caitlin John
Michigan
$978
RWM
812
Rialto Wealth Management
New York
$913
STB
813
S&T Bank
Pennsylvania
$912
PG
814
Proffitt & Goodson
Tennessee
$837
RA
815
Rise Advisors
New York
$760
OCM
816
Orion Capital Management
California
$760
AWM
817
Activest Wealth Management
Florida
$760
WA
818
WestEnd Advisors
North Carolina
$760
HIA
819
HFM Investment Advisors
New Jersey
$684
WW
820
Winnow Wealth
Texas
$539
SIC
821
Salem Investment Counselors
North Carolina
$457
EFMH
822
E Fund Management (HK)
Hong Kong
$456
SFCL
823
Strengthening Families & Communities LLC
Massachusetts
$387
EWP
824
Elevation Wealth Partners
California
$381
CFD
825
Creative Financial Designs
Indiana
$380