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CMS Energy

725 hedge funds and large institutions have $21.3B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+18
Holders Change %
+2.55%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
288
Reduced
235
Closed
62
Calls
$62.5M
Puts
$796K
Net Calls
+$61.7M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
376
BKM Wealth Management
Wisconsin
$797K +$49.5K +659 +7%
SFA
377
Sequoia Financial Advisors
Ohio
$782K +$601 +8 +0.1%
FC
378
FORA Capital
Florida
$781K +$781K +10,396 New
EF
379
Empirical Finance
Pennsylvania
$775K +$28.9K +385 +4%
CII
380
Capital International Inc
California
$773K -$182K -2,425 -19%
ACIM
381
Azimuth Capital Investment Management
Michigan
$760K -$115K -1,530 -13%
Lido Advisors
382
Lido Advisors
California
$752K -$86.1K -1,146 -10%
CH
383
Canton Hathaway
Rhode Island
$751K +$751K +10,000 New
TC
384
TownSquare Capital
Utah
$735K +$295K +3,928 +67%
ZBNA
385
Zions Bancorporation, National Association
Utah
$732K +$732K +9,750 New
OQS
386
Occudo Quantitative Strategies
Florida
$731K +$731K +9,848 New
WSFS
387
Wilmington Savings Fund Society
Delaware
$729K +$67.2K +895 +10%
MML Investors Services
388
MML Investors Services
Massachusetts
$724K +$9.16K +122 +1%
UCFA
389
United Capital Financial Advisors
Texas
$721K +$14.9K +199 +2%
RAG
390
RIA Advisory Group
Iowa
$717K +$717K +9,542 New
TMAM
391
Tokio Marine Asset Management
Japan
$715K
BCV
392
Banque Cantonale Vaudoise
Switzerland
$714K +$714K +9,516 New
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$714K +$1.28K +17 +0.2%
CWA
394
Centennial Wealth Advisory
Michigan
$706K +$87.1K +1,159 +14%
WT
395
Whittier Trust
California
$701K -$20.9K -278 -3%
FM
396
Foster & Motley
Ohio
$693K
CB
397
Commerce Bank
Missouri
$690K +$2.4K +32 +0.3%
HFS
398
Hantz Financial Services
Michigan
$682K +$2.03K +27 +0.3%
AMI
399
Amica Mutual Insurance
Rhode Island
$676K
FWM
400
Finer Wealth Management
Massachusetts
$676K