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819 hedge funds and large institutions have $13.9B invested in Evergy in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 335 increasing their positions, 234 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $53M | Put options by funds: $10.7M

82% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 62

43% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 234

11% more capital invested

Capital invested by funds: $12.5B → $13.9B (+$1.38B)

6% more funds holding

Funds holding: 775819 (+44)

0.79% less ownership

Funds ownership: 88.59%87.81% (-0.79%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
819
Holders Change
+44
Holders Change %
+5.68%
% of All Funds
10.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
113
Increased
335
Reduced
234
Closed
62
Calls
$53M
Puts
$10.7M
Net Calls
+$42.2M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$17.6M -$5.48M -83,696 -25%
Cerity Partners
102
Cerity Partners
New York
$16.7M +$12.2M +186,515 +338%
Renaissance Technologies
103
Renaissance Technologies
New York
$16.6M -$2.23M -34,000 -12%
FGP
104
Freestone Grove Partners
California
$16.1M +$14.4M +220,529 +1,747%
GC
105
Guggenheim Capital
Illinois
$15.9M +$1.59M +24,312 +12%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$15.5M -$604K -9,233 -4%
SIMG
107
Sonora Investment Management Group
Arizona
$15.4M +$1.47M +22,415 +11%
JAM
108
Jupiter Asset Management
United Kingdom
$15M +$14.3M +218,181 New
SIS
109
Sound Income Strategies
Florida
$14.8M -$64.9K -991 -0.5%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$14.5M -$327K -5,000 -2%
Ameriprise
111
Ameriprise
Minnesota
$14.2M -$5.82M -88,899 -30%
SGI
112
Summit Global Investments
Utah
$13.9M +$3.07M +46,894 +30%
OAM
113
Oppenheimer Asset Management
New York
$13.8M +$220K +3,366 +2%
ACH
114
ArrowMark Colorado Holdings
Colorado
$13.7M +$654K +10,000 +5%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$13.4M -$1.23M -18,746 -9%
QCM
116
Quantinno Capital Management
New York
$13.3M +$4.07M +62,252 +48%
WCM
117
Wedge Capital Management
North Carolina
$13.2M -$511K -7,805 -4%
EWA
118
Exencial Wealth Advisors
Oklahoma
$12.5M -$76.1K -1,163 -0.6%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$12.1M -$31.3M -478,310 -73%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$12.1M -$550K -8,412 -5%
LPL Financial
121
LPL Financial
California
$11.8M +$464K +7,094 +4%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$11.8M +$1.51M +23,096 +16%
M&T Bank
123
M&T Bank
New York
$11.7M -$193K -2,948 -2%
Macquarie Group
124
Macquarie Group
Australia
$11.6M -$103K -1,573 -0.9%
MAM
125
Magellan Asset Management
Australia
$10.7M -$438K -6,692 -4%

EVRG Hedge Fund Activity: Q1 2025 in Review

819 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Evergy (EVRG) for Q1 2025, worth a combined $13.9B — up 11% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EVRG positions and 62 closed out — a net gain of 51 holders — while 335 added to existing stakes and 234 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $143M. The largest seller was Millennium Management, cutting an estimated $226M.

  • 819 institutional investors held Evergy (EVRG) as of Q1 2025, up from 775 in Q4 2024.
  • Funds reported $13.9B of Evergy stock for Q1 2025, up 11% quarter-over-quarter.
  • 113 funds opened new Evergy positions in Q1 2025 and 62 closed out, a net change of +51 holders.
  • The largest Evergy buyer in Q1 2025 was Fidelity Investments, an estimated $143M added.
  • The largest Evergy seller in Q1 2025 was Millennium Management, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2025.