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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
MAFA
751
MJT & Associates Financial Advisory
Minnesota
$1.4K
MIM
752
MTM Investment Management
South Carolina
$1.26K
SEP
753
Signature Equity Partners
Ohio
$1.26K
SFS
754
Sunrise Financial Services
Washington
$1.26K
CMA
755
Cedar Mountain Advisors
Oregon
$1.19K
GWM
756
Greenline Wealth Management
Florida
$1.12K
CAL
757
Capital Advisors Ltd
Ohio
$1K
PCM
758
Penserra Capital Management
California
$1K
NWM
759
Nova Wealth Management
Florida
$979
RJA
760
Ross\Johnson & Associates
Minnesota
$979
1CP
761
1015 Capital Partners
Pennsylvania
$979
GSWM
762
Golden State Wealth Management
California
$979
WA
763
WestEnd Advisors
North Carolina
$909
FMP
764
Financial Management Professionals
Texas
$909
VWA
765
Valued Wealth Advisors
Utah
$840
GCM
766
Gunpowder Capital Management
Maryland
$769
WA
767
Whipplewood Advisors
Colorado
$769
TBFA
768
Three Bearings Fiduciary Advisors
New Hampshire
$715
WWM
769
Wolff Wiese Magana
California
$700
CFD
770
Creative Financial Designs
Indiana
$699
NL
771
NVWM LLC
Pennsylvania
$699
WW
772
Winnow Wealth
Texas
$630
AWM
773
Activest Wealth Management
Florida
$629
OCM
774
Orion Capital Management
California
$629
OC
775
Optima Capital
Oregon
$629