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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$17.3M -$2.24M -31,419 -12%
SIMG
102
Sonora Investment Management Group
Arizona
$17M -$142K -1,991 -0.9%
SIS
103
Sound Income Strategies
Florida
$16.9M -$551K -7,738 -3%
DCP
104
Diameter Capital Partners
New York
$16.7M +$15.7M +220,000 New
Marshall Wace
105
Marshall Wace
United Kingdom
$16.6M +$15.3M +214,745 +6,244%
Ameriprise
106
Ameriprise
Minnesota
$16.5M +$1.08M +15,156 +7%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$16M -$8.72M -122,331 -37%
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$15.9M -$92.7K -1,300 -0.6%
OAM
109
Oppenheimer Asset Management
New York
$15.9M +$1.34M +18,783 +10%
FGP
110
Freestone Grove Partners
California
$15.4M -$27.6M -387,178 -66%
YCM
111
Yaupon Capital Management
New York
$15.3M -$43.4M -608,767 -75%
Creative Planning
112
Creative Planning
Kansas
$14.8M +$3.56M +49,994 +35%
New York State Teachers Retirement System (NYSTRS)
113
New York State Teachers Retirement System (NYSTRS)
New York
$14.7M -$44.5K -625 -0.3%
LPL Financial
114
LPL Financial
California
$14.7M +$679K +9,531 +5%
SC
115
SummitTX Capital
Texas
$14.5M +$1.39M +19,475 +11%
Amundi
116
Amundi
France
$14.2M +$755K +10,598 +6%
ACH
117
ArrowMark Colorado Holdings
Colorado
$14M
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$13.7M +$5.93M +83,240 +86%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$13.4M +$2.53M +35,441 +24%
Hudson Bay Capital Management
120
Hudson Bay Capital Management
Connecticut
$13M -$11.6M -162,795 -49%
EWA
121
Exencial Wealth Advisors
Oklahoma
$13M -$136K -1,909 -1%
ACG
122
Aventail Capital Group
New York
$13M -$15.5M -218,000 -56%
LSV Asset Management
123
LSV Asset Management
Illinois
$12.9M -$6.22M -87,266 -34%
Macquarie Group
124
Macquarie Group
Australia
$12.8M -$339K -4,750 -3%
M&T Bank
125
M&T Bank
New York
$12.8M -$261K -3,663 -2%