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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
RF
801
Rossby Financial
Florida
$15.5K +$1.06K +14 +7%
VWWMG
802
Vermillion & White Wealth Management Group
Pennsylvania
$15.2K
FWA
803
Flagship Wealth Advisors
Massachusetts
$14.5K
BIA
804
Bell Investment Advisors
California
$14.4K
PGAM
805
Princeton Global Asset Management
New Jersey
$14.1K
CIA
806
Cape Investment Advisory
Georgia
$13.8K +$11.2K +147 +334%
GAFA
807
Garton & Associates Financial Advisors
Kentucky
$13.5K +$14.1K +186 New
TH
808
TCTC Holdings
Texas
$13.3K
BONH
809
Bank of New Hampshire
New Hampshire
$13K
CAL
810
Capital Analysts LLC
Pennsylvania
$12K
MCM
811
Manchester Capital Management
Vermont
$11.6K +$10.1K +133 +493%
PWA
812
Physician Wealth Advisors
Utah
$11.2K +$531 +7 +5%
JWA
813
JFS Wealth Advisors
Pennsylvania
$11.2K +$3.26K +43 +39%
RCM
814
Raleigh Capital Management
North Carolina
$11.1K -$1.9K -25 -14%
CAL
815
Capital Advisors Ltd
Ohio
$11K
NSIM
816
North Star Investment Management
Illinois
$10.9K +$1.52K +20 +15%
HCM
817
Hollencrest Capital Management
California
$10.6K +$6.14K +81 +125%
PAG
818
Paladin Advisory Group
Iowa
$10.5K
GXJ
819
Global X Japan
Japan
$9.86K +$2.28K +30 +28%
ADL
820
Asset Dedication LLC
California
$9.57K +$1.44K +19 +17%
MAM
821
Meeder Asset Management
Ohio
$9.13K -$1.06K -14 -10%
AP
822
Aspect Partners
Virginia
$8.63K
PUI
823
Purpose Unlimited Inc
$8.55K +$8.95K +118 New
AF
824
Advisornet Financial
Minnesota
$8.48K +$3.19K +42 +56%
SIC
825
SJS Investment Consulting
Ohio
$8.19K