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CMS Energy

800 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 291 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.14% less ownership

Funds ownership: 96.66%96.52% (-0.14%)

3% less capital invested

Capital invested by funds: $21.2B → $20.5B (-$650M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
800
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.9M
Puts
$35.7M
Net Calls
Net Calls Change

Top Sellers

1 -$183M
2 -$162M
3 -$121M
4
Barclays
Barclays
United Kingdom
-$113M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
426
Farringdon Capital
United Kingdom
$569K
Squarepoint
427
Squarepoint
New York
$567K
BTI
428
Blue Trust Inc
Georgia
$566K
PMFA
429
Plante Moran Financial Advisors
Michigan
$565K
WPC
430
Wedmont Private Capital
Pennsylvania
$557K
LCGC
431
Legacy Capital Group California
California
$553K
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K
ZBNA
433
Zions Bancorporation, National Association
Utah
$546K
BCFD
434
Boit C.F. David
$546K
SC
435
Syon Capital
California
$545K
CFO
436
Callan Family Office
Pennsylvania
$542K
SC
437
Savant Capital
Illinois
$538K
MNBTD
438
Moody National Bank Trust Division
Texas
$533K
AWA
439
Acorn Wealth Advisors
Michigan
$515K
ACIM
440
Azimuth Capital Investment Management
Michigan
$490K
1C
441
111 Capital
France
$481K
ACM
442
Aquatic Capital Management
Illinois
$481K
AWA
443
Aaron Wealth Advisors
Illinois
$476K
JE
444
JMAC Enterprises
Pennsylvania
$476K
S
445
SignatureFD
Georgia
$466K
QCM
446
QRG Capital Management
Illinois
$465K
BP
447
Ballentine Partners
Massachusetts
$465K
SWM
448
Segment Wealth Management
Texas
$458K
PFS
449
Prospera Financial Services
Texas
$449K
TRCT
450
Tower Research Capital (TRC)
New York
$449K