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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1B -$14.4M -220,418 -0.7%
BlackRock
2
BlackRock
New York
$1.21B +$4.42M +67,470 +0.4%
State Street
3
State Street
Massachusetts
$1.12B -$29.8M -456,037 -3%
Invesco
4
Invesco
Georgia
$491M +$23.1M +353,438 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$443M +$143M +2,183,672 +51%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$418M +$29.4M +449,647 +8%
Franklin Resources
7
Franklin Resources
California
$392M +$1.83M +27,980 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$267M +$16.1M +245,437 +7%
Federated Hermes
9
Federated Hermes
Pennsylvania
$234M -$2.79M -42,638 -1%
American Century Companies
10
American Century Companies
Missouri
$227M -$17.1M -260,783 -7%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$217M +$53M +809,474 +35%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$217M +$3.98M +60,864 +2%
N
13
Nuveen
North Carolina
$212M +$19.4M +296,625 +11%
Northern Trust
14
Northern Trust
Illinois
$189M +$25.7M +392,361 +17%
BEP
15
Bluescape Energy Partners
Texas
$183M
Charles Schwab
16
Charles Schwab
California
$150M +$887K +13,555 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$149M -$1.12M -17,060 -0.8%
First Trust Advisors
18
First Trust Advisors
Illinois
$143M +$45M +688,263 +50%
DPIM
19
Duff & Phelps Investment Management
Illinois
$134M +$6.17M +94,266 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$122M +$3.61M +55,098 +3%
Jennison Associates
21
Jennison Associates
New York
$119M +$11.4M +174,269 +11%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$118M -$30.6M -466,849 -21%
UBS Group
23
UBS Group
Switzerland
$117M -$72.2M -1,103,846 -39%
Victory Capital Management
24
Victory Capital Management
Texas
$116M +$15M +229,114 +16%
Cohen & Steers
25
Cohen & Steers
New York
$113M +$20.7M +316,470 +24%

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.