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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 %
EWM
476
Empirical Wealth Management
Washington
$332K +$92.7K +1,234 +39%
JF
477
Jump Financial
Illinois
$327K -$843K -11,224 -72%
HI
478
Horizon Investments
North Carolina
$324K +$15.7K +210 +5%
SC
479
Stephens Consulting
Michigan
$317K -$7.59K -101 -2%
CIA
480
Capital Investment Advisors
Georgia
$316K -$8.41K -112 -3%
LA
481
LVW Advisors
New York
$315K +$1.88K +25 +0.6%
LS
482
Livforsakringsbolaget Skandia
Sweden
$314K
AA
483
Armis Advisers
Georgia
$309K +$309K +4,196 New
FAN
484
Financial Advisors Network
California
$307K +$19.2K +256 +7%
JAG
485
Journey Advisory Group
Kentucky
$304K
CA
486
Continuum Advisory
Idaho
$298K +$37.5K +499 +14%
OIA
487
OneDigital Investment Advisors
Kansas
$297K +$55.4K +738 +23%
PP
488
Prudential plc
United Kingdom
$294K -$991K -13,188 -77%
IWC
489
Integrated Wealth Concepts
Massachusetts
$293K +$293K +3,896 New
MP
490
McDonald Partners
Ohio
$288K +$33.7K +448 +13%
CPWA
491
Cerro Pacific Wealth Advisors
California
$287K +$1.07K +16 +0.4%
SAG
492
SageView Advisory Group
California
$283K +$300 +4 +0.1%
FSG
493
Financial Strategies Group
Michigan
$279K +$1.6K +22 +0.6%
QL
494
Quarry LP
New York
$276K +$192K +2,559 +229%
NP
495
NorthRock Partners
Minnesota
$273K +$1.13K +15 +0.4%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$271K -$9.54K -127 -3%
SRL
497
Scientech Research LLC
New Jersey
$270K +$270K +3,594 New
CA
498
Commerzbank Aktiengesellschaft
Germany
$268K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
499
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$268K -$1.46M -19,492 -85%
PA
500
Parallel Advisors
California
$267K +$44.8K +597 +20%