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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 %
GRP
551
Global Retirement Partners
California
$158K +$158K +2,287 New
GWM
552
Geneos Wealth Management
Colorado
$158K -$261K -3,764 -62%
AF
553
Allworth Financial
California
$153K +$22.1K +319 +17%
AAP
554
Arax Advisory Partners
Colorado
$151K +$78.4K +1,131 +107%
CT
555
Colonial Trust
South Carolina
$142K +$1.11K +16 +0.8%
IA
556
IFP Advisors
Florida
$140K -$64.4K -759 Closed
CA
557
Crewe Advisors
Utah
$132K – – –
QL
558
Quarry LP
New York
$132K -$123K -1,778 -48%
VCM
559
Versant Capital Management
Arizona
$130K – – –
OAM
560
Ostrum Asset Management
France
$129K -$3.74K -54 -3%
CI
561
CX Institutional
Indiana
$126K -$10.7K -154 -8%
MCM
562
MAI Capital Management
Ohio
$123K +$14.1K +204 +13%
LFG
563
Larson Financial Group
Missouri
$118K +$62.8K +907 +114%
RIL
564
Rothschild Investment LLC
Illinois
$110K -$2.84K -41 -3%
Acadian Asset Management
565
Acadian Asset Management
Massachusetts
$107K – – –
BGAI
566
Bruce G. Allen Investments
Colorado
$106K +$2.01K +29 +2%
ACM
567
Aster Capital Management
United Arab Emirates
$105K -$1.44M -20,787 -93%
SWM
568
Spire Wealth Management
Virginia
$105K -$72K -1,039 -41%
MIA
569
MeadowBrook Investment Advisors
Michigan
$104K – – –
FIM
570
FWL Investment Management
Texas
$104K – – –
OC
571
Oakworth Capital
Alabama
$104K – – –
FFC
572
First Financial Corp
Indiana
$103K – – –
PTC
573
Private Trust Company
Ohio
$98.3K -$3.26K -47 -3%
CAM
574
Costello Asset Management
Pennsylvania
$97.5K – – –
Federated Hermes
575
Federated Hermes
Pennsylvania
$91.2K -$762 -11 -0.8%
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