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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
IPWA
476
International Private Wealth Advisors
California
$364K +$31.1K +419 +10%
KPWS
477
Kestra Private Wealth Services
Texas
$357K +$12.9K +174 +4%
ACM
478
Aster Capital Management
United Arab Emirates
$356K +$200K +2,688 +131%
AWA
479
Aaron Wealth Advisors
Illinois
$355K -$165K -2,223 -33%
CPIG
480
Chicago Partners Investment Group
Illinois
$350K +$346K +4,665 New
CG
481
Caprock Group
Idaho
$350K -$635K -8,562 -66%
E
482
Evansbrook
Illinois
$349K
OPW
483
Oxler Private Wealth
New York
$347K +$1.78K +24 +0.5%
PA
484
Procyon Advisors
Connecticut
$347K +$53.7K +724 +19%
IC
485
Inscription Capital
Texas
$343K +$20.6K +277 +7%
TCOTS
486
Trust Company of the South
North Carolina
$342K
AAP
487
Arax Advisory Partners
Colorado
$339K -$41.6K -561 -11%
PWMG
488
Pinnacle Wealth Management Group
Michigan
$337K
JF
489
Jump Financial
Illinois
$336K +$322K +4,332 New
BFM
490
Boothbay Fund Management
New York
$334K -$3.5M -47,176 -92%
CCA
491
Carrera Capital Advisors
Michigan
$333K
MP
492
Moment Partners
California
$327K -$1.48K -20 -0.5%
CI
493
CX Institutional
Indiana
$327K -$16K -215 -5%
HI
494
Harbour Investments
Wisconsin
$327K +$110K +1,484 +54%
PAM
495
Panagora Asset Management
Massachusetts
$327K -$688K -9,275 -69%
FMI
496
Frec Markets Inc
California
$326K +$96.2K +1,296 +45%
ZBNA
497
Zions Bancorporation, National Association
Utah
$326K -$268K -3,608 -46%
WHG
498
Westwood Holdings Group
Texas
$320K -$148 -2 -0%
PA
499
Parallel Advisors
California
$318K +$31.5K +424 +12%
GI
500
Gradient Investments
Minnesota
$311K +$148 +2 +0%