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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
AGWCA
776
Annis Gardner Whiting Capital Advisors
Florida
$560
HIA
777
HFM Investment Advisors
New Jersey
$560
QWM
778
Quaker Wealth Management
New Jersey
$560
ACA
779
American Capital Advisory
Idaho
$560
Kayne Anderson Rudnick Investment Management
780
Kayne Anderson Rudnick Investment Management
California
$559
LAS
781
Lloyd Advisory Services
Georgia
$539
AF
782
Advisornet Financial
Minnesota
$490
SHIM
783
Stone House Investment Management
Pennsylvania
$490
DCM
784
Davis Capital Management
Florida
$490
BWL
785
Bogart Wealth LLC
Virginia
$490
AG
786
AmeriFlex Group
Nevada
$420
RWS
787
Retirement Wealth Solutions
Wisconsin
$420
SA
788
Seneschal Advisors
Washington
$420
KCM
789
Key Capital Management
Tennessee
$420
RPA
790
Redwood Park Advisors
California
$350
NL
791
NorthAvenue LLC
Ohio
$350
SWM
792
SHP Wealth Management
Massachusetts
$331
CWP
793
Clark Wealth Partners
Illinois
$280
GFA
794
Godfrey Financial Associates
New York
$280
DF
795
DecisionPoint Financial
Arizona
$210
MCA
796
McGuire Capital Advisors
Oklahoma
$210
TFM
797
TFC Financial Management
Massachusetts
$70
MMCM
798
Murphy & Mullick Capital Management
New York
$70
AWM
799
Abound Wealth Management
Tennessee
$42
CCA
800
Cygnus Capital Advisors
Georgia
$6