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819 hedge funds and large institutions have $14.3B invested in Evergy in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 361 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $4.78M

61% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 224

16% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 76

2.13% more ownership

Funds ownership: 87.81%89.94% (+2.1%)

2% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$342M)

0% more funds holding

Funds holding: 819819 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
819
Holders Change
Holders Change %
0%
% of All Funds
10.78%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
88
Increased
361
Reduced
224
Closed
76
Calls
$10.3M
Puts
$4.78M
Net Calls
+$5.57M
Net Calls Change
-$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
801
Bay Harbor Wealth Management
Maryland
$758 +$470 +7 +175%
WCM
802
WealthTrak Capital Management
Virginia
$690 -$336 -5 -33%
OCM
803
Orion Capital Management
California
$689
RA
804
Rise Advisors
New York
$689
HIA
805
HFM Investment Advisors
New Jersey
$620 +$403 +6 +200%
SC
806
Stephens Consulting
Michigan
$552 +$538 +8 New
CT
807
Colonial Trust
South Carolina
$551
AWM
808
Activest Wealth Management
Florida
$483 +$470 +7 New
SFCL
809
Strengthening Families & Communities LLC
Massachusetts
$348 +$336 +5 New
CFD
810
Creative Financial Designs
Indiana
$345
WBC
811
West Branch Capital
Massachusetts
$276
PWM
812
Parkworth Wealth Management
California
$276 +$269 +4 New
RWM
813
Rialto Wealth Management
New York
$207 -$336 -5 -63%
BCWM
814
Bartlett & Co Wealth Management
Ohio
$138
LSA
815
Leonteq Securities AG
Switzerland
$69
RS
816
Rakuten Securities
Japan
$69
RWS
817
Retirement Wealth Solutions
Wisconsin
$69
Loomis, Sayles & Company
818
Loomis, Sayles & Company
Massachusetts
$42 +$67 +1 New
KWM
819
Kiker Wealth Management
Georgia
$6
Millennium Management
820
Millennium Management
New York
-$39.2M -568,549 Closed
Arrowstreet Capital
821
Arrowstreet Capital
Massachusetts
-$29.9M -433,529 Closed
MIM
822
Merewether Investment Management
Texas
-$26M -376,700 Closed
JAM
823
Jupiter Asset Management
United Kingdom
-$15M -218,181 Closed
JF
824
Jump Financial
Illinois
-$7.23M -104,806 Closed
NIG
825
NFJ Investment Group
Texas
-$6.34M -91,986 Closed

EVRG Hedge Fund Activity: Q2 2025 in Review

819 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q2 2025, worth a combined $14.3B — up 2.5% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EVRG positions and 76 closed out — a net gain of 12 holders — while 361 added to existing stakes and 224 trimmed.

The largest buyer was BlackRock, adding an estimated $192M. The largest seller was Point72 Asset Management, cutting an estimated $147M.

  • 819 institutional investors held Evergy (EVRG) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $14.3B of Evergy stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 88 funds opened new Evergy positions in Q2 2025 and 76 closed out, a net change of +12 holders.
  • The largest Evergy buyer in Q2 2025 was BlackRock, an estimated $192M added.
  • The largest Evergy seller in Q2 2025 was Point72 Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.