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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
Squarepoint
126
Squarepoint
New York
$10.5M +$9.57M +146,269 +2,368%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$10.2M +$3.88M +59,274 +67%
Wealthfront Advisers
128
Wealthfront Advisers
California
$10.2M +$4.73M +72,218 +96%
LI
129
Leeward Investments
Massachusetts
$10.2M +$1.4M +21,416 +17%
Creative Planning
130
Creative Planning
Kansas
$10.1M +$691K +10,557 +8%
PMAM
131
Picton Mahoney Asset Management
Ontario, Canada
$9.96M +$5.63M +85,971 +147%
Amundi
132
Amundi
France
$9.71M +$1.14M +17,477 +14%
CM
133
Churchill Management
California
$9.67M +$832K +12,714 +10%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$9.67M +$8.64K +132 +0.1%
AG
135
Advocate Group
Minnesota
$9.62M +$454K +6,941 +5%
IMRF
136
Illinois Municipal Retirement Fund
Illinois
$9.54M +$3.62M +55,359 +67%
SBWIC
137
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.45M +$2.16K +33 +0%
SC
138
Sagefield Capital
Texas
$9.44M +$2.35M +35,834 +35%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$9.37M +$428K +6,544 +5%
Prudential Financial
140
Prudential Financial
New Jersey
$9.31M +$1.31M +19,945 +16%
CIBC Asset Management
141
CIBC Asset Management
Ontario, Canada
$9.1M -$136K -2,084 -2%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$9.05M +$1.23M +18,776 +16%
VanEck Associates
143
VanEck Associates
New York
$8.75M +$666K +10,172 +9%
BMCM
144
Bryn Mawr Capital Management
Pennsylvania
$8.72M -$84.9K -1,298 -1%
HighTower Advisors
145
HighTower Advisors
Illinois
$8.56M +$1.71M +26,086 +27%
QCM
146
QRG Capital Management
Illinois
$8.55M +$4.07M +62,151 +101%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$8.34M +$4.41M +67,321 +126%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$8.32M -$4.58K -70 -0.1%
IMCOOI
149
Investment Management Corp of Ontario (IMCO)
Canada
$8M +$3.31M +50,524 +77%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$7.97M +$5.43M +82,974 +254%

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.