CMS icon

CMS Energy
CMS

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.24B
2
Invesco
Invesco
Georgia
$527M
3
Citadel Advisors
Citadel Advisors
Florida
$106M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$173M
5
UBS AM
UBS AM
Illinois
$256M

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
3
MAM
Magellan Asset Management
Australia
$15.1M
4
ZP
Zimmer Partners
New York
$0
5
WHRC
W.H. Reaves & Co
New Jersey
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
701
Valued Wealth Advisors
Utah
$902 – – –
SO
702
Sierra Ocean
California
$754 – – –
WWM
703
Wolff Wiese Magana
California
$752 – – –
NL
704
NVWM LLC
Pennsylvania
$751 – – –
CFD
705
Creative Financial Designs
Indiana
$751 – – –
AA
706
Ancora Advisors
Ohio
$751 – – –
RJA
707
Ross\Johnson & Associates
Minnesota
$751 +$751 +10 New
OCM
708
Orion Capital Management
California
$676 – – –
WW
709
Winnow Wealth
Texas
$635 +$212 +3 +50%
MAS
710
MPWM Advisory Solutions
Georgia
$601 – – –
PWA
711
Principia Wealth Advisory
Texas
$569 – – –
PWM
712
Parkworth Wealth Management
California
$526 +$150 +2 +40%
RWM
713
Rialto Wealth Management
New York
$526 +$526 +7 New
BHWM
714
Bay Harbor Wealth Management
Maryland
$525 +$525 +7 New
FMP
715
Financial Management Professionals
Texas
$376 – – –
RPA
716
Redwood Park Advisors
California
$376 – – –
RAM
717
Riggs Asset Management
Pennsylvania
$376 – – –
HIA
718
HFM Investment Advisors
New Jersey
$376 +$376 +5 New
ACA
719
American Capital Advisory
Idaho
$301 +$301 +4 New
RS
720
Rakuten Securities
Japan
$300 +$300 +4 New
RF
721
Rossby Financial
Florida
$217 +$217 +3 New
CIA
722
Cape Investment Advisory
Georgia
$150 -$975 -13 -87%
TFM
723
TFC Financial Management
Massachusetts
$76 – – –
PA
724
PSI Advisors
Florida
$75 – – –
Norges Bank
725
Norges Bank
Norway
– -$172M -2,577,617 Closed
27 28
29
30 31