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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
FIA
776
FPC Investment Advisory
California
– -$9.31K -141 Closed
VWWMG
777
Vermillion & White Wealth Management Group
Pennsylvania
– -$5.2K -78 Closed
CMBA
778
C.M. Bidwell & Associates
Hawaii
– -$4.6K -69 Closed
TAM
779
Tucker Asset Management
Colorado
– -$4.2K -63 Closed
EBA
780
Eagle Bay Advisors
New York
– -$3.17K -48 Closed
MSWM
781
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.2K -48 Closed
MEG
782
Millstone Evans Group
Colorado
– -$2.8K -42 Closed
CF
783
Conquis Financial
California
– -$2.73K -41 Closed
CMP
784
Coston McIsaac & Partners
Maine
– -$2K -38 Closed
KIM
785
Kestra Investment Management
Texas
– -$2.04K -31 Closed
W
786
WealthCollab
Washington
– -$1.8K -27 Closed
AWM
787
Avior Wealth Management
Nebraska
– -$1.67K -25 Closed
CAL
788
Capital Analysts LLC
Pennsylvania
– -$1K -17 Closed
CWP
789
Clark Wealth Partners
Illinois
– -$1.07K -16 Closed
MA
790
MCF Advisors
Kentucky
– -$800 -12 Closed
GSWM
791
Golden State Wealth Management
California
– -$667 -10 Closed
SMAM
792
Sugar Maple Asset Management
Wisconsin
– -$333 -5 Closed
AWM
793
Abound Wealth Management
Tennessee
– -$258 -4 Closed
OAJ
794
Ogorek Anthony Joseph
New York
– +$629 +9 New
28 29 30 31
32

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.