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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
AW
701
Avion Wealth
Texas
$6K
AF
702
Alerus Financial
North Dakota
$5.87K
CIAS
703
CBIZ Investment Advisory Services
Ohio
$5.8K
FG
704
Fairman Group
Pennsylvania
$5.46K
SS
705
Sunbelt Securities
Texas
$5.38K
CSB
706
City State Bank
Iowa
$5.32K
ANBT
707
American National Bank & Trust
Texas
$5.17K
TH
708
TCTC Holdings
Texas
$5.11K
HDIM
709
Hanson & Doremus Investment Management
Vermont
$5K
KFG
710
Kingdom Financial Group
Arizona
$4.99K
BIA
711
Bell Investment Advisors
California
$4.9K
TFA
712
Transamerica Financial Advisors
Florida
$4.68K
CFB
713
Cullen/Frost Bankers
Texas
$4.62K
CTB
714
Country Trust Bank
Illinois
$4.62K
STB
715
S&T Bank
Pennsylvania
$4.62K
HHMI
716
Howard Hughes Medical Institute
Maryland
$4.54K
JSAM
717
J. Safra Asset Management
New York
$4.2K
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$4.2K
B
719
Birchbrook
Maine
$4.06K
TPBG
720
Turning Point Benefit Group
Maryland
$4.05K
CFG
721
Clayton Financial Group
Missouri
$3.71K
TCM
722
TD Capital Management
Tennessee
$3.63K
GEA
723
Glen Eagle Advisors
New Jersey
$3.59K
PAI
724
Pittenger & Anderson Inc
Nebraska
$3.57K
EP
725
Essential Partners
California
$3.52K