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
MPM
876
MBB Public Markets
Illinois
-$264K -3,826 Closed
OFS
877
OneAscent Financial Services
Alabama
-$251K -3,610 Closed
MIM
878
Morningstar Investment Management
Illinois
-$233K -3,377 Closed
IC
879
IEQ Capital
California
-$228K -3,303 Closed
BPA
880
Beacon Pointe Advisors
California
-$228K -3,301 Closed
SW
881
SteelPeak Wealth
California
-$216K -3,128 Closed
SOW
882
State of Wyoming
Wyoming
-$195K -2,832 Closed
TSMHT
883
Thurston Springer Miller Herd & Titak
Indiana
-$99.2K -1,438 Closed
GM
884
GeoWealth Management
Illinois
-$66.8K -969 Closed
MWM
885
MorganRosel Wealth Management
Colorado
-$62.8K -911 Closed
BIG
886
Brooklyn Investment Group
New York
-$60.2K -874 Closed
MIFH
887
Migdal Insurance & Financial Holdings
Israel
-$48K -690 Closed
IMC
888
Investment Management Corporation
Virginia
-$46K -667 Closed
FA
889
Financial Avengers
California
-$29.6K -429 Closed
OA
890
Operose Advisors
Wisconsin
-$17.2K -250 Closed
KIM
891
Kestra Investment Management
Texas
-$14.6K -212 Closed
FCG
892
Financial Connections Group
California
-$9K -136 Closed
TPWA
893
Twin Peaks Wealth Advisors
California
-$5.88K -81 Closed
GC
894
GFG Capital
Florida
-$5.45K -79 Closed
NC
895
NewSquare Capital
Pennsylvania
-$4.83K -70 Closed
BA
896
Bellwether Advisors
Nebraska
-$4.34K -63 Closed
OW
897
Olistico Wealth
Oklahoma
-$2.83K -41 Closed
SO
898
Sierra Ocean
California
-$2.83K -41 Closed
1L
899
10Elms LLP
Oklahoma
-$2.48K -36 Closed
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.23K -32 Closed