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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
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.35M -$557K -8,518 -10%
KACA
177
Kayne Anderson Capital Advisors
California
$5.23M +$4.97M +75,876 New
Nomura Asset Management
178
Nomura Asset Management
Japan
$5M +$36.2K +553 +0.8%
MPM
179
Meritage Portfolio Management
Kansas
$5M -$196K -2,988 -4%
HIP
180
HUB Investment Partners
Texas
$4.98M +$32.5K +497 +0.7%
FCI
181
Financial Counselors Inc
Kansas
$4.87M +$16.8K +256 +0.4%
Walleye Capital
182
Walleye Capital
New York
$4.85M +$3.88M +59,218 +534%
SOMRS
183
State of Michigan Retirement System
Michigan
$4.8M -$6.54K -100 -0.1%
GIA
184
Gateway Investment Advisers
Ohio
$4.64M +$779K +11,904 +22%
AAS
185
Avantax Advisory Services
Texas
$4.62M -$399K -6,103 -8%
ASRS
186
Arizona State Retirement System
Arizona
$4.58M -$19.2K -294 -0.4%
Capital Fund Management (CFM)
187
Capital Fund Management (CFM)
France
$4.58M +$2.77M +42,286 +175%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$4.58M +$105K +1,610 +2%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$4.57M -$18.8K -287 -0.4%
HCM
190
Howard Capital Management
Georgia
$4.57M -$41.6K -636 -1%
Comerica Bank
191
Comerica Bank
Texas
$4.36M +$37.6K +575 +0.9%
WA
192
Wasatch Advisors
Utah
$4.36M
Mariner
193
Mariner
Kansas
$4.34M +$570K +8,707 +16%
LNB
194
Ledyard National Bank
$4.31M -$6.87K -105 -0.2%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.24M -$468K -7,154 -10%
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$4.17M -$418K -6,385 -10%
Credit Agricole
197
Credit Agricole
France
$4.15M +$322K +4,927 +9%
State of New Jersey Common Pension Fund D
198
State of New Jersey Common Pension Fund D
New Jersey
$4.13M -$465K -7,109 -11%
MIM
199
MetLife Investment Management
New Jersey
$4.11M -$74.7K -1,141 -2%
VI
200
Vestcor Inc
New Brunswick, Canada
$4M +$2.8M +42,854 +283%

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.