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CMS Energy
CMS

732 hedge funds and large institutions have $21.5B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,751% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $796K

48% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 63

21% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 238

14% more capital invested

Capital invested by funds: $18.9B → $21.5B (+$2.6B)

3% more funds holding

Funds holding: 714 → 732 (+18)

0.77% more ownership

Funds ownership: 95.16% → 95.93% (+0.77%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
9.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
93
Increased
289
Reduced
238
Closed
63
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
+$160M
2
Invesco
Invesco
Georgia
+$137M
3
Citadel Advisors
Citadel Advisors
Florida
+$99M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$67.8M
5
UBS AM
UBS AM
Illinois
+$54.7M

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
-$170M
2
JP Morgan Chase
JP Morgan Chase
New York
-$155M
3
ZP
Zimmer Partners
New York
-$89.2M
4
MAM
Magellan Asset Management
Australia
-$84.6M
5
WHRC
W.H. Reaves & Co
New Jersey
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
701
Capital A Wealth Management
Pennsylvania
$1.5K +$279 +4 +25%
RA
702
Rise Advisors
New York
$1.43K -$12.4K -178 -90%
SL
703
Salomon & Ludwin
Virginia
$1.35K – – –
AGWCA
704
Annis Gardner Whiting Capital Advisors
Florida
$1.05K – – –
NWM
705
Nova Wealth Management
Florida
$1.05K – – –
CAL
706
Capital Advisors Ltd
Ohio
$1K – – –
VWA
707
Valued Wealth Advisors
Utah
$902 – – –
SO
708
Sierra Ocean
California
$754 – – –
WWM
709
Wolff Wiese Magana
California
$752 – – –
AA
710
Ancora Advisors
Ohio
$751 – – –
CAM
711
Chesapeake Asset Management
New York
$751 – – –
CFD
712
Creative Financial Designs
Indiana
$751 – – –
NL
713
NVWM LLC
Pennsylvania
$751 – – –
RJA
714
Ross\Johnson & Associates
Minnesota
$751 +$698 +10 New
OCM
715
Orion Capital Management
California
$676 – – –
WW
716
Winnow Wealth
Texas
$635 +$210 +3 +50%
MAS
717
MPWM Advisory Solutions
Georgia
$601 – – –
PWA
718
Principia Wealth Advisory
Texas
$569 – – –
PWM
719
Parkworth Wealth Management
California
$526 +$140 +2 +40%
RWM
720
Rialto Wealth Management
New York
$526 +$489 +7 New
BHWM
721
Bay Harbor Wealth Management
Maryland
$525 +$489 +7 New
FMP
722
Financial Management Professionals
Texas
$376 – – –
RPA
723
Redwood Park Advisors
California
$376 – – –
RAM
724
Riggs Asset Management
Pennsylvania
$376 – – –
HIA
725
HFM Investment Advisors
New Jersey
$376 +$349 +5 New
27 28
29
30 31

CMS Hedge Fund Activity: Q1 2025 in Review

732 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q1 2025, worth a combined $21.5B — up 14% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CMS positions and 63 closed out — a net gain of 30 holders — while 289 added to existing stakes and 238 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $170M sold.

  • 732 institutional investors held CMS Energy (CMS) as of Q1 2025, up from 714 in Q4 2024.
  • Funds reported $21.5B of CMS Energy stock for Q1 2025, up 14% quarter-over-quarter.
  • 93 funds opened new CMS Energy positions in Q1 2025 and 63 closed out, a net change of +30 holders.
  • The largest CMS Energy buyer in Q1 2025 was T. Rowe Price Associates, an estimated $160M added.
  • The largest CMS Energy seller in Q1 2025 was ExodusPoint Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2025.