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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$375M
2
Victory Capital Management
Victory Capital Management
Texas
+$319M
3
WHRC
W.H. Reaves & Co
New Jersey
+$105M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$92.4M
5
UBS AM
UBS AM
Illinois
+$84.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$664M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
3
Amundi
Amundi
France
-$93.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$41.9M
5
Goldman Sachs
Goldman Sachs
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$370K +$9.01K +130 +2%
FTWA
452
Fifth Third Wealth Advisors
Ohio
$370K -$15.2K -219 -4%
HAG
453
HighPoint Advisor Group
Illinois
$369K +$21.1K +304 +6%
WS
454
Wedbush Securities
California
$367K -$485 -7 -0.1%
SAM
455
Strategy Asset Managers
California
$365K -$6.72K -97 -2%
BBA
456
Baader Bank Aktiengesellschaft
Germany
$360K +$127K +1,836 +55%
BMCM
457
Bryn Mawr Capital Management
Pennsylvania
$357K +$357K +5,151 New
BAM
458
Belpointe Asset Management
Nevada
$352K -$277 -4 -0.1%
CCA
459
Carrera Capital Advisors
Michigan
$352K – – –
O
460
Ossiam
France
$348K -$470K -6,786 -57%
William Blair & Company
461
William Blair & Company
Illinois
$347K -$2.91K -42 -0.8%
MP
462
Moment Partners
California
$347K +$12.6K +182 +4%
SCP
463
Silverleafe Capital Partners
Tennessee
$346K – – –
SGAM
464
Smith Group Asset Management
Texas
$346K – – –
NW
465
NewEdge Wealth
Pennsylvania
$344K -$6.41K -86 -2%
IPWA
466
International Private Wealth Advisors
California
$341K -$64.2K -927 -16%
CCM
467
Coldstream Capital Management
Washington
$339K +$13.4K +193 +4%
LA
468
LVW Advisors
New York
$337K +$46.4K +670 +16%
SFS
469
Sowell Financial Services
Arkansas
$330K +$6.24K +90 +2%
AWCI
470
Alpine Woods Capital Investors
New York
$329K – – –
CCG
471
Chatham Capital Group
Georgia
$328K – – –
FAN
472
Financial Advisors Network
California
$325K +$41.6K +601 +15%
VAS
473
Vestmark Advisory Solutions
Massachusetts
$322K -$76.3K -1,101 -19%
TCOT
474
Trust Company of Toledo
Ohio
$320K +$320K +4,613 New
PWMG
475
Pinnacle Wealth Management Group
Michigan
$311K -$10.4K -150 -3%
17 18
19
20 21