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1,561 hedge funds and large institutions have $38.3B invested in Cummins in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 629 increasing their positions, 564 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

12% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 111

12% more repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 564

11% more call options, than puts

Call options by funds: $181M | Put options by funds: $163M

5% more capital invested

Capital invested by funds: $36.6B → $38.3B (+$1.67B)

0.2% less ownership

Funds ownership: 85.13%84.93% (-0.2%)

0% less funds holding

Funds holding: 1,5671,561 (-6)

Holders
1,561
Holders Change
-6
Holders Change %
-0.38%
% of All Funds
20.55%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
124
Increased
629
Reduced
564
Closed
111
Calls
$181M
Puts
$163M
Net Calls
+$17.5M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1301
RB Capital Management
Nevada
$207K +$195K +631 New
CAG
1302
Centerpoint Advisory Group
Kansas
$206K +$195K +630 New
LWP
1303
LMG Wealth Partners
Louisiana
$206K +$194K +628 New
ATIA
1304
American Trust Investment Advisors
New Hampshire
$205K -$36.2K -117 -16%
TWP
1305
Total Wealth Planning
Ohio
$204K +$193K +622 New
PHAM
1306
Palisades Hudson Asset Management
Florida
$203K
SFB
1307
STAR Financial Bank
Indiana
$202K -$31K -100 -14%
LIM
1308
Leavell Investment Management
Alabama
$202K +$191K +617 New
QFW
1309
QTR Family Wealth
Florida
$202K +$191K +616 New
LFA
1310
Legacy Financial Advisors
Kentucky
$201K -$19.5K -63 -9%
MWG
1311
Martin Worley Group
Utah
$201K +$190K +613 New
JSW
1312
Journey Strategic Wealth
New Jersey
$200K +$189K +612 New
NCMW
1313
Northern Capital Management (Washington)
Washington
$200K +$189K +611 New
FAFN
1314
First Affirmative Financial Network
Colorado
$200K -$17K -55 -8%
ATC
1315
Adirondack Trust Company
New York
$185K -$929 -3 -0.5%
BCWM
1316
Bartlett & Co Wealth Management
Ohio
$183K -$310 -1 -0.2%
SWM
1317
Spire Wealth Management
Virginia
$183K -$38.4K -124 -18%
SAM
1318
S.A. Mason
Michigan
$180K
AAG
1319
Armstrong Advisory Group
Massachusetts
$177K -$8.05K -26 -5%
C
1320
Covestor
United Kingdom
$176K +$85.8K +277 +107%
MEG
1321
Millstone Evans Group
Colorado
$173K
CA
1322
Crewe Advisors
Utah
$172K -$4.64K -15 -3%
ABWM
1323
Alpine Bank Wealth Management
Colorado
$164K
FDCP
1324
Foster Dykema Cabot & Partners
Massachusetts
$163K
MHR
1325
Matthew Hamilton Rosenberg
$160K +$76.2K +246 +102%

CMI Hedge Fund Activity: Q2 2025 in Review

1,561 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2025, worth a combined $38.3B — up 4.6% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new CMI positions and 111 closed out — a net gain of 13 holders — while 629 added to existing stakes and 564 trimmed.

The largest buyer was American Century Companies, adding an estimated $164M. The largest seller was Public Investment Fund, cutting an estimated $168M.

  • 1,561 institutional investors held Cummins (CMI) as of Q2 2025, down from 1,567 in Q1 2025.
  • Funds reported $38.3B of Cummins stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 124 funds opened new Cummins positions in Q2 2025 and 111 closed out, a net change of +13 holders.
  • The largest Cummins buyer in Q2 2025 was American Century Companies, an estimated $164M added.
  • The largest Cummins seller in Q2 2025 was Public Investment Fund, an estimated $168M sold.

Based on aggregated 13F filings for Q2 2025.