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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
BHCM
201
Brevan Howard Capital Management
Jersey
$3.99M +$3.79M +57,849 New
SIA
202
Soltis Investment Advisors
Utah
$3.96M -$34.1K -521 -0.9%
CSP
203
Cary Street Partners
Virginia
$3.9M +$3.7M +56,608 New
CAIM
204
Catherine Avery Investment Management
Florida
$3.8M +$248K +3,784 +7%
CNB
205
Czech National Bank
Czech Republic
$3.64M +$193K +2,956 +6%
CF
206
Corebridge Financial
Texas
$3.64M -$106K -1,613 -3%
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$3.55M -$594K -9,075 -15%
PCM
208
Polymer Capital Management
New York
$3.49M -$618K -9,449 -16%
BCI
209
Brinker Capital Investments
Pennsylvania
$3.48M +$283K +4,326 +9%
OPS
210
Orion Portfolio Solutions
Nebraska
$3.48M +$283K +4,326 +9%
VPIM
211
Vanguard Personalized Indexing Management
California
$3.46M +$99.1K +1,514 +3%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$3.43M +$47.4K +725 +1%
Retirement Systems of Alabama
213
Retirement Systems of Alabama
Alabama
$3.41M -$24.3K -372 -0.7%
Corient Private Wealth
214
Corient Private Wealth
Florida
$3.38M +$268K +4,098 +9%
IA
215
Icon Advisers
Colorado
$3.36M
TC
216
Trilogy Capital
California
$3.26M +$931K +14,224 +43%
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$3.22M -$22.9K -350 -0.7%
MGIA
218
Moneta Group Investment Advisors
Missouri
$3.22M -$13.9K -212 -0.5%
II
219
IFM Investors
Australia
$3.2M -$900K -13,752 -23%
Aberdeen Group
220
Aberdeen Group
United Kingdom
$3.2M +$800K +12,230 +35%
RB
221
Rodgers Brothers
Pennsylvania
$3.16M +$3M +45,881 New
YCM
222
Yousif Capital Management
Michigan
$3.16M +$22.8K +348 +0.8%
AB
223
Amalgamated Bank
New York
$3.15M +$17.5K +267 +0.6%
OA
224
Oxbow Advisors
Texas
$3.13M +$65.7K +1,004 +2%
B
225
Bailard
California
$3.09M -$68.2K -1,042 -2%

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.