We are live on ! Find out more

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
NWM
826
Nova Wealth Management
Florida
$1.06K -$499 -7 -33%
BHWM
827
Bay Harbor Wealth Management
Maryland
$1.06K +$214 +3 +27%
CWP
828
Clark Wealth Partners
Illinois
$1.01K +$214 +3 +27%
HWP
829
Highline Wealth Partners
California
$988
CJ
830
Caitlin John
Michigan
$978 +$927 +13 New
RWM
831
Rialto Wealth Management
New York
$913 +$641 +9 +300%
STB
832
S&T Bank
Pennsylvania
$912
PG
833
Proffitt & Goodson
Tennessee
$837 +$784 +11 New
OCM
834
Orion Capital Management
California
$760
RA
835
Rise Advisors
New York
$760
AWM
836
Activest Wealth Management
Florida
$760 +$214 +3 +43%
WA
837
WestEnd Advisors
North Carolina
$760 +$713 +10 New
HIA
838
HFM Investment Advisors
New Jersey
$684
WW
839
Winnow Wealth
Texas
$539 +$499 +7 New
SIC
840
Salem Investment Counselors
North Carolina
$457 +$428 +6 New
EFMH
841
E Fund Management (HK)
Hong Kong
$456 +$428 +6 New
SFCL
842
Strengthening Families & Communities LLC
Massachusetts
$387
EWP
843
Elevation Wealth Partners
California
$381 +$356 +5 New
CFD
844
Creative Financial Designs
Indiana
$380
WBC
845
West Branch Capital
Massachusetts
$305
FPF
846
First Pacific Financial
Washington
$229 -$3.35K -47 -94%
HNW
847
High Note Wealth
Minnesota
$152 -$9.98K -140 -99%
IW
848
Imprint Wealth
South Carolina
$152 +$143 +2 New
ACA
849
American Capital Advisory
Idaho
$77 +$71 +1 New
RS
850
Rakuten Securities
Japan
$76