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852 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 53

34% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 252

14% more capital invested

Capital invested by funds: $14.3B → $16.3B (+$2.06B)

4% more funds holding

Funds holding: 819852 (+33)

3.37% more ownership

Funds ownership: 89.94%93.31% (+3.4%)

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
852
Holders Change
+33
Holders Change %
+4.03%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
338
Reduced
252
Closed
53
Calls
$21.6M
Puts
$71.9M
Net Calls
-$50.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
801
J. Safra Asset Management
New York
$3.8K +$3.56K +50 New
HHMI
802
Howard Hughes Medical Institute
Maryland
$3.73K
FC
803
Financial Consulate
Maryland
$3.65K +$3.42K +48 New
MEG
804
Millstone Evans Group
Colorado
$3.65K +$3.42K +48 New
CTB
805
Country Trust Bank
Illinois
$3.5K +$3.28K +46 New
CT
806
Colonial Trust
South Carolina
$3.42K +$2.64K +37 +463%
CIA
807
Cape Investment Advisory
Georgia
$3.34K -$2.07K -29 -40%
TIM
808
Thompson Investment Management
Wisconsin
$2.89K +$2.71K +38 New
BCM
809
Boreal Capital Management
Florida
$2.81K
BCWM
810
Bartlett & Co Wealth Management
Ohio
$2.74K +$2.42K +34 +1,700%
JWM
811
JPL Wealth Management
Colorado
$2.66K +$2.49K +35 New
TFM
812
TFC Financial Management
Massachusetts
$2.51K
NRG
813
Nemes Rush Group
Michigan
$2.28K
AWM
814
Accredited Wealth Management
Kentucky
$2.21K +$27.1K +380 +1,310%
CPG
815
Cornerstone Planning Group
New Jersey
$2.18K +$641 +9 +47%
MCM
816
Manchester Capital Management
Vermont
$2.05K -$10.8K -152 -85%
AF
817
Aviso Financial
Ontario, Canada
$2.05K
CCM
818
Cloud Capital Management
Washington
$2K +$2K +28 New
KG
819
Kilter Group
New York
$1.98K
HWA
820
Heartwood Wealth Advisors
Virginia
$1.75K +$1.64K +23 New
BLC
821
Brown, Lisle/Cummings
Rhode Island
$1.6K
WWA
822
Wealth Watch Advisors
Colorado
$1.6K +$1.5K +21 New
DPW
823
DiNuzzo Private Wealth
Pennsylvania
$1.5K -$71 -1 -5%
S
824
Sachetta
Massachusetts
$1.45K
FHC
825
First Horizon Corporation
Tennessee
$1.22K +$1.14K +16 New