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Cummins
CMI

Overview Fund Activity

1,543 hedge funds and large institutions have $36B invested in Cummins in 2025 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 607 increasing their positions, 524 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
+9
Holders Change %
+0.59%
% of All Funds
20.96%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.2%
New
169
Increased
607
Reduced
524
Closed
133
Calls
$204M
Puts
$152M
Net Calls
+$51.3M
Net Calls Change
-$6.64M

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$256M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$146M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$131M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$870M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$130M
3
Citadel Advisors
Citadel Advisors
Florida
-$127M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$127M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$46.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
1401
REAP Financial Group
Texas
$40.7K +$40.7K +130 New
CAM
1402
Costello Asset Management
Pennsylvania
$40.4K +$40.4K +129 New
WFA
1403
West Financial Advisors
Iowa
$39.5K – – –
RDFA
1404
Ritter Daniher Financial Advisory
Ohio
$39.2K – – –
LI
1405
LRI Investments
Florida
$39.2K +$1.57K +5 +4%
RFS
1406
Richardson Financial Services
Massachusetts
$38.9K +$38.9K +124 New
HCP
1407
Hexagon Capital Partners
Arkansas
$37.6K +$5.33K +17 +17%
OWA
1408
Opal Wealth Advisors
New York
$37.3K +$37.3K +119 New
HB
1409
Horizon Bancorp
Indiana
$37K -$9.72K -31 -21%
PWMG
1410
Private Wealth Management Group
New Jersey
$37K – – –
PGAM
1411
Princeton Global Asset Management
New Jersey
$36.7K -$364K -1,161 -91%
RBC
1412
Roble Belko & Company
Pennsylvania
$35K +$35K +113 New
HNW
1413
High Note Wealth
Minnesota
$34.8K – – –
SS
1414
SBI Securities
Japan
$34.2K +$7.21K +23 +27%
FFO
1415
Fortitude Family Office
Arizona
$33.2K – – –
AA
1416
Addison Advisors
Vermont
$32.9K +$8.78K +28 +36%
KSWA
1417
Kathleen S. Wright Associates
Pennsylvania
$32.9K – – –
RMP
1418
Richards, Merrill & Peterson
Washington
$32K – – –
CWM
1419
CarsonAllaria Wealth Management
Illinois
$31.8K – – –
WIM
1420
Westside Investment Management
California
$31.3K -$9.4K -30 -23%
APW
1421
Atlantic Private Wealth
North Carolina
$31.3K – – –
AWM
1422
Accredited Wealth Management
Kentucky
$31.3K +$31.3K +100 New
CFS
1423
Compass Financial Services
Iowa
$30.8K +$6.59K +21 +27%
BHWM
1424
Beaird Harris Wealth Management
Texas
$30.7K – – –
SWA
1425
SOA Wealth Advisors
New York
$30.5K – – –
55 56
57
58 59