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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
BCWM
876
Bartlett & Co Wealth Management
Ohio
$2.61K
RWS
877
Retirement Wealth Solutions
Wisconsin
$2.4K -$3.04K -40 -55%
TFM
878
TFC Financial Management
Massachusetts
$2.39K
FHC
879
First Horizon Corporation
Tennessee
$2.25K +$1.14K +15 +94%
RS
880
Rakuten Securities
Japan
$2.25K +$2.28K +30 +3,000%
AF
881
Aviso Financial
Ontario, Canada
$1.96K
KG
882
Kilter Group
New York
$1.89K
SG
883
Sankala Group
Colorado
$1.84K +$1.67K +22 New
AW
884
Ankerstar Wealth
Texas
$1.74K +$1.82K +24 New
LSA
885
Leonteq Securities AG
Switzerland
$1.59K -$15.9K -209 -90%
BHWM
886
Bay Harbor Wealth Management
Maryland
$1.59K +$607 +8 +57%
DPW
887
DiNuzzo Private Wealth
Pennsylvania
$1.52K
BLC
888
Brown, Lisle/Cummings
Rhode Island
$1.52K
WWA
889
Wealth Watch Advisors
Colorado
$1.52K
S
890
Sachetta
Massachusetts
$1.38K
SRCM
891
Signature Resources Capital Management
California
$1.38K +$1.44K +19 New
BWM
892
Benson Wealth Management
Tennessee
$1.23K +$1.29K +17 New
OCM
893
Osbon Capital Management
Massachusetts
$1.23K +$1.29K +17 New
RWM
894
Rialto Wealth Management
New York
$1.16K +$303 +4 +33%
CWP
895
Clark Wealth Partners
Illinois
$1.01K
NWM
896
Nova Wealth Management
Florida
$1.01K
OAJ
897
Ogorek Anthony Joseph
New York
$1K -$2.35K -31 -53%
SC
898
Stephens Consulting
Michigan
$943 +$986 +13 New
HWP
899
Highline Wealth Partners
California
$942
CJ
900
Caitlin John
Michigan
$941