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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
OCM
801
Orion Capital Management
California
$690
OP
802
ORG Partners
Indiana
$690 +$654 +10 New
RA
803
Rise Advisors
New York
$690 +$654 +10 New
CT
804
Colonial Trust
South Carolina
$552 -$33.6K -513 -98%
WA
805
WPG Advisers
Maryland
$552
RWM
806
Rialto Wealth Management
New York
$552 +$524 +8 New
WW
807
Winnow Wealth
Texas
$469 +$196 +3 +75%
CFD
808
Creative Financial Designs
Indiana
$345 +$327 +5 New
CAM
809
Chesapeake Asset Management
New York
$344
WBC
810
West Branch Capital
Massachusetts
$276
BHWM
811
Bay Harbor Wealth Management
Maryland
$275 +$262 +4 New
HIA
812
HFM Investment Advisors
New Jersey
$207 +$196 +3 New
BCWM
813
Bartlett & Co Wealth Management
Ohio
$138 +$131 +2 New
SFGP
814
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$138 +$131 +2 New
PCTC
815
Perkins Coie Trust Company
Washington
$137 +$131 +2 New
LSA
816
Leonteq Securities AG
Switzerland
$69
RS
817
Rakuten Securities
Japan
$69
RWS
818
Retirement Wealth Solutions
Wisconsin
$69
KWM
819
Kiker Wealth Management
Georgia
$6
N
820
Natixis
France
-$22.4M -363,652 Closed
CM
821
Crestline Management
Texas
-$13.6M -220,579 Closed
VCM
822
Vennlight Capital Management
Connecticut
-$10.4M -168,364 Closed
BNP Paribas Asset Management
823
BNP Paribas Asset Management
France
-$7.57M -123,050 Closed
TI
824
Trexquant Investment
Connecticut
-$7.09M -115,211 Closed
WC
825
Wexford Capital
Florida
-$6.02M -97,727 Closed

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.