We are live on ! Find out more
CMS icon

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
RFS
626
Richardson Financial Services
Massachusetts
$51.2K
PWA
627
Physician Wealth Advisors
Utah
$42.9K -$11.1K -150 -21%
DCM
628
Dorato Capital Management
Colorado
$41.4K
CCWM
629
Cassaday & Co Wealth Management
Virginia
$40.8K +$39K +526 New
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$40.4K -$29.7K -400 -43%
Q1WB
631
Quest 10 Wealth Builders
Virginia
$35.9K -$297 -4 -0.9%
AFC
632
Ares Financial Consulting
California
$35.3K +$26.7K +360 +387%
NS
633
NBC Securities
Alabama
$35.2K -$37.9K -510 -53%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.4K
MB
635
MidFirst Bank
Oklahoma
$34K
BTD
636
BankPlus Trust Department
Mississippi
$33.4K
FRA
637
Front Row Advisors
California
$32.6K
PL
638
Protective Life
Alabama
$32.6K +$31.2K +420 New
CB
639
CNB Bank
Pennsylvania
$32K
DJSG
640
D.J. St. Germain
Massachusetts
$32K
AA
641
Ancora Advisors
Ohio
$31.5K +$4.08K +55 +16%
SA
642
Scarborough Advisors
Maryland
$31.3K +$29.9K +403 New
FHC
643
First Horizon Corporation
Tennessee
$29.9K +$2.15K +29 +8%
TFIPS
644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.7K
HPC
645
HM Payson & Co
Maine
$27.6K
OCWP
646
Owl Creek Wealth Partners
Colorado
$27.6K +$26.4K +356 New
Walleye Capital
647
Walleye Capital
New York
$25.9K -$1.75M -23,543 -99%
MCM
648
MV Capital Management
Maryland
$24.7K +$74 +1 +0.3%
HNB
649
Hilltop National Bank
Wyoming
$23.3K
JFA
650
JNBA Financial Advisors
Minnesota
$23.3K