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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
Los Angeles Capital Management
551
Los Angeles Capital Management
California
$217K
CT
552
Chicago Trust
Illinois
$217K
CIA
553
Concurrent Investment Advisors
Florida
$216K
PCA
554
Pallas Capital Advisors
Massachusetts
$216K
LS
555
Livforsakringsbolaget Skandia
Sweden
$215K
AIM
556
Aigen Investment Management
New York
$215K
DIA
557
Dana Investment Advisors
Wisconsin
$214K
PFM
558
Patton Fund Management
Texas
$213K
GRP
559
Global Retirement Partners
California
$212K
SW
560
SkyOak Wealth
Michigan
$210K
C
561
Certuity
Florida
$210K
LAM
562
Longboard Asset Management
Arizona
$209K
TCA
563
Transcend Capital Advisors
New Jersey
$208K
ASN
564
Advisory Services Network
Georgia
$207K
DWP
565
Daymark Wealth Partners
Ohio
$207K
BFS
566
Bradley Foster & Sargent
Connecticut
$206K
DWM
567
Drive Wealth Management
Utah
$204K
FMI
568
Frec Markets Inc
California
$204K
WANY
569
Wealthspire Advisors (New York)
New York
$203K
GS
570
GTS Securities
New York
$201K
FIA
571
Foundations Investment Advisors
Arizona
$200K
MOS
572
MGO One Seven
Ohio
$200K
HI
573
Harbour Investments
Wisconsin
$191K
AIP
574
Ameritas Investment Partners
Nebraska
$191K
CA
575
CoreCap Advisors
Michigan
$184K