CMS icon

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 %
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$666K +$102K +1,359 +18%
KRSITF
402
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$650K -$57.5K -766 -8%
USAA
403
United Services Automobile Association
Texas
$650K +$650K +8,757 New
BFM
404
Boothbay Fund Management
New York
$647K +$359K +4,778 +124%
CL
405
Choreo LLC
Illinois
$645K +$24.8K +330 +4%
Simplex Trading
406
Simplex Trading
Illinois
$640K +$640K +8,522 New
IMCOOI
407
Investment Management Corp of Ontario (IMCO)
Canada
$638K +$638K +8,492 New
OFG
408
OmniStar Financial Group
North Carolina
$613K +$613K +8,134 New
LCGC
409
Legacy Capital Group California
California
$607K -$15.8K -210 -3%
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$606K -$170K -2,260 -22%
BCFD
411
Boit C.F. David
$586K
MG
412
Mather Group
Illinois
$583K +$283K +3,766 +94%
BTI
413
Blue Trust Inc
Georgia
$566K +$103K +1,374 +22%
AWA
414
Acorn Wealth Advisors
Michigan
$562K +$3.01K +40 +0.5%
ET
415
Entropy Technologies
New York
$553K +$553K +7,369 New
SC
416
Savant Capital
Illinois
$550K +$300K +3,992 +120%
VSQM
417
V-Square Quantitative Management
Illinois
$549K +$21.1K +281 +4%
LI
418
LifeWealth Investments
Florida
$541K +$179K +2,378 +49%
PMFA
419
Plante Moran Financial Advisors
Michigan
$534K -$122K -1,624 -19%
EC
420
EntryPoint Capital
New York
$524K +$524K +6,978 New
SAM
421
Shell Asset Management
Netherlands
$524K
AA
422
Advisory Alpha
Michigan
$521K -$20.6K -274 -4%
KAS
423
Kestra Advisory Services
Texas
$513K -$32K -426 -6%
EF
424
Empowered Funds
Pennsylvania
$510K +$92.1K +1,226 +22%
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$509K -$2.95K -42 -0.6%