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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
Neuberger Berman Group
151
Neuberger Berman Group
New York
$7.76M -$80.4K -1,228 -1%
VRS
152
Virginia Retirement Systems
Virginia
$7.76M +$7.37M +112,600 New
MOACM
153
Mutual of America Capital Management
New York
$7.75M -$1.19M -18,111 -14%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$7.72M -$855K -13,072 -10%
Canada Life
155
Canada Life
Manitoba, Canada
$7.68M +$559K +8,539 +8%
NAAA
156
New Age Alpha Advisors
New York
$7.46M +$3.04M +46,490 +75%
OC
157
Oppenheimer & Co
New York
$7.32M +$903K +13,806 +15%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$7.25M +$1.53M +23,344 +29%
JF
159
Jump Financial
Illinois
$7.23M +$6.57M +100,452 +2,307%
Asset Management One
160
Asset Management One
Japan
$6.56M +$195K +2,986 +3%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$6.52M +$1.99M +30,480 +48%
HPG
162
Harvest Portfolios Group
Ontario, Canada
$6.46M -$162K -2,468 -3%
NIG
163
NFJ Investment Group
Texas
$6.34M -$1.37M -20,878 -18%
JG
164
Jain Global
New York
$6.32M +$328K +5,012 +6%
First Manhattan
165
First Manhattan
New York
$6.24M -$368K -5,619 -6%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$5.96M -$28.7K -439 -0.5%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$5.94M -$184K -2,809 -3%
CSS
168
Cubist Systematic Strategies
Connecticut
$5.9M +$5.6M +85,547 New
TD Asset Management
169
TD Asset Management
Ontario, Canada
$5.81M +$41.9K +640 +0.8%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$5.73M +$1.16M +17,800 +27%
EIA
171
Edgemoor Investment Advisors
Maryland
$5.59M +$195K +2,986 +4%
RAM
172
Resona Asset Management
Japan
$5.52M +$399K +6,099 +8%
VFM
173
Viking Fund Management
North Dakota
$5.52M +$5.24M +80,000 New
DRP
174
Decade Renewable Partners
Texas
$5.43M +$5.16M +78,800 New
SFI
175
Susquehanna Fundamental Investments
Pennsylvania
$5.42M -$9.14M -139,653 -64%

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.