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Evergy

851 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, 337 increasing their positions, 252 reducing their positions, and 53 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 funds holding

Funds holding:

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
851
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
BHWM
826
Bay Harbor Wealth Management
Maryland
$1.06K
CWP
827
Clark Wealth Partners
Illinois
$1.01K
HWP
828
Highline Wealth Partners
California
$988
CJ
829
Caitlin John
Michigan
$978
RWM
830
Rialto Wealth Management
New York
$913
STB
831
S&T Bank
Pennsylvania
$912
PG
832
Proffitt & Goodson
Tennessee
$837
OCM
833
Orion Capital Management
California
$760
RA
834
Rise Advisors
New York
$760
AWM
835
Activest Wealth Management
Florida
$760
WA
836
WestEnd Advisors
North Carolina
$760
HIA
837
HFM Investment Advisors
New Jersey
$684
WW
838
Winnow Wealth
Texas
$539
SIC
839
Salem Investment Counselors
North Carolina
$457
EFMH
840
E Fund Management (HK)
Hong Kong
$456
SFCL
841
Strengthening Families & Communities LLC
Massachusetts
$387
EWP
842
Elevation Wealth Partners
California
$381
CFD
843
Creative Financial Designs
Indiana
$380
WBC
844
West Branch Capital
Massachusetts
$305
FPF
845
First Pacific Financial
Washington
$229
HNW
846
High Note Wealth
Minnesota
$152
IW
847
Imprint Wealth
South Carolina
$152
ACA
848
American Capital Advisory
Idaho
$77
RS
849
Rakuten Securities
Japan
$76
Loomis, Sayles & Company
850
Loomis, Sayles & Company
Massachusetts
$47