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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
VAS
451
Vestmark Advisory Solutions
Massachusetts
$447K
CCM
452
Coldstream Capital Management
Washington
$445K
FRA
453
Frank Rimerman Advisors
California
$437K
XT
454
XTX Topco
Cayman Islands
$432K
AA
455
Advisory Alpha
Michigan
$432K
PCM
456
Polymer Capital Management
New York
$428K
Balyasny Asset Management
457
Balyasny Asset Management
Illinois
$422K
CG
458
Cynosure Group
Utah
$422K
LP
459
LMR Partners
United Kingdom
$421K
CGPCS
460
Capital Group Private Client Services
California
$421K
Jones Financial Companies
461
Jones Financial Companies
Missouri
$419K
AA
462
Armis Advisers
Georgia
$418K
AWM
463
Accurate Wealth Management
Florida
$404K
CI
464
Conning Inc
Connecticut
$402K
VCM
465
Voleon Capital Management
California
$401K
TSS
466
Two Sigma Securities
New York
$385K
HAG
467
HighPoint Advisor Group
Illinois
$385K
FB
468
Fulton Bank
Pennsylvania
$383K
MFG
469
Merit Financial Group
Georgia
$383K
EPW
470
Evolve Private Wealth
California
$381K
AWM
471
Apollon Wealth Management
South Carolina
$371K
JSW
472
Journey Strategic Wealth
New Jersey
$365K
CAG
473
Crestwood Advisors Group
Massachusetts
$363K
NG
474
Norden Group
Utah
$362K
FTWA
475
Fifth Third Wealth Advisors
Ohio
$362K