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CMS Energy

798 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
309
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Armis Advisers
Georgia
$451K +$42.1K +567 +10%
CAG
452
Crestwood Advisors Group
Massachusetts
$443K +$38.8K +523 +10%
FAN
453
Financial Advisors Network
California
$438K +$39.4K +531 +10%
FFA
454
Farther Finance Advisors
California
$419K +$81.4K +1,097 +26%
SAM
455
Strategy Asset Managers
California
$418K +$20.1K +271 +5%
JSW
456
Journey Strategic Wealth
New Jersey
$411K +$4.9K +66 +1%
EAN
457
Excelsior Advisor Network
Colorado
$410K +$392K +5,287 New
DC
458
Davenport & Co
Virginia
$397K +$23.6K +318 +7%
FTWA
459
Fifth Third Wealth Advisors
Ohio
$395K -$5.57K -75 -1%
BAM
460
Belpointe Asset Management
Nevada
$395K -$4.45K -60 -1%
CCG
461
Chatham Capital Group
Georgia
$390K
QCM
462
QRG Capital Management
Illinois
$389K -$122K -1,644 -25%
DADC
463
D.A. Davidson & Co
Montana
$388K +$371K +5,000 New
SCP
464
Silverleafe Capital Partners
Tennessee
$388K
BBHC
465
Brown Brothers Harriman & Co
New York
$386K +$103K +1,389 +39%
SIC
466
Samalin Investment Counsel
New York
$383K -$12.6K -170 -3%
TG
467
TCW Group
California
$382K +$17.7K +238 +5%
EWA
468
EverSource Wealth Advisors
Alabama
$382K +$64.4K +868 +21%
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$381K -$41.4M -557,809 -99%
MFS
470
Mirabella Financial Services
United Kingdom
$380K +$364K +4,904 New
BTI
471
Blue Trust Inc
Georgia
$380K -$237K -3,187 -39%
WCM
472
Wedge Capital Management
North Carolina
$376K -$280K -3,779 -44%
SFS
473
Sowell Financial Services
Arkansas
$376K -$10K -135 -3%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$369K +$2.75K +37 +0.8%
AWCI
475
Alpine Woods Capital Investors
New York
$369K