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852 hedge funds and large institutions have $16.3B invested in Evergy in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 252 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 53

34% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 252

14% more capital invested

Capital invested by funds: $14.3B → $16.3B (+$2.06B)

4% more funds holding

Funds holding: 819852 (+33)

3.37% more ownership

Funds ownership: 89.94%93.31% (+3.4%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

70% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $71.9M

Holders
852
Holders Change
+33
Holders Change %
+4.03%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
94
Increased
338
Reduced
252
Closed
53
Calls
$21.6M
Puts
$71.9M
Net Calls
-$50.3M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B -$59.2M -830,699 -3%
BlackRock
2
BlackRock
New York
$1.66B +$106M +1,492,821 +7%
State Street
3
State Street
Massachusetts
$1.25B -$2.34M -32,885 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$756M +$119M +1,670,571 +20%
Invesco
5
Invesco
Georgia
$607M +$54.9M +770,978 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$480M +$5.95M +83,451 +1%
Franklin Resources
7
Franklin Resources
California
$461M +$17.9M +251,027 +4%
Morgan Stanley
8
Morgan Stanley
New York
$353M +$40.6M +570,159 +14%
Federated Hermes
9
Federated Hermes
Pennsylvania
$281M +$1.25M +17,592 +0.5%
N
10
Nuveen
North Carolina
$251M +$4.73M +66,403 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$241M +$2.62M +36,743 +1%
American Century Companies
12
American Century Companies
Missouri
$238M -$2.71M -37,960 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$223M +$61.6M +864,271 +42%
Northern Trust
14
Northern Trust
Illinois
$210M +$18.8M +263,619 +11%
BEP
15
Bluescape Energy Partners
Texas
$202M
MAM
16
Magellan Asset Management
Australia
$186M +$5.69M +79,888 +3%
Cohen & Steers
17
Cohen & Steers
New York
$176M -$39.5M -554,806 -19%
Charles Schwab
18
Charles Schwab
California
$166M -$137K -1,918 -0.1%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$156M +$113M +1,588,100 +346%
First Trust Advisors
20
First Trust Advisors
Illinois
$150M -$3.61M -50,679 -2%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$144M -$40.9M -573,511 -23%
Goldman Sachs
22
Goldman Sachs
New York
$142M +$39.4M +553,374 +42%
DPIM
23
Duff & Phelps Investment Management
Illinois
$138M -$8.96M -125,671 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$136M -$2.96M -41,557 -2%
UBS Group
25
UBS Group
Switzerland
$125M +$43.2M +605,841 +58%