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CMS Energy

744 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 292 increasing their positions, 240 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $12.7M

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

22% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 240

2.79% more ownership

Funds ownership: 95.93%98.72% (+2.8%)

2% more funds holding

Funds holding: 732744 (+12)

5% less capital invested

Capital invested by funds: $21.5B → $20.5B (-$1.1B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
744
Holders Change
+12
Holders Change %
+1.64%
% of All Funds
9.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
92
Increased
292
Reduced
240
Closed
73
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
226
XTX Topco
Cayman Islands
$3.56M +$1.91M +26,828 +109%
Creative Planning
227
Creative Planning
Kansas
$3.5M +$598K +8,390 +20%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$3.45M +$402K +5,641 +13%
CCIA
229
Campbell & Co Investment Adviser
Maryland
$3.4M +$3.5M +49,077 New
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$3.4M +$3.71K +52 +0.1%
URS
231
Utah Retirement Systems
Utah
$3.39M -$19.6K -275 -0.6%
BCI
232
Brinker Capital Investments
Pennsylvania
$3.3M +$728K +10,212 +27%
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$3.26M -$718K -10,081 -18%
Mariner
234
Mariner
Kansas
$3.24M +$138K +1,940 +4%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$3.23M +$433K +6,081 +15%
YIH
236
Y-Intercept (HK)
Hong Kong
$3.23M +$3.32M +46,593 New
SLAM
237
Swiss Life Asset Management
$3.19M +$224K +3,144 +7%
PFSRSONJ
238
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.12M +$134K +1,874 +4%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$3.1M +$1.2M +16,908 +61%
VPIM
240
Vanguard Personalized Indexing Management
California
$3M +$278K +3,907 +10%
PAG
241
Private Advisor Group
New Jersey
$2.99M +$197K +2,763 +7%
AIM
242
Aigen Investment Management
New York
$2.9M +$2.98M +41,813 New
BNP Paribas Asset Management
243
BNP Paribas Asset Management
France
$2.85M -$390K -5,479 -12%
TSMHT
244
Thurston Springer Miller Herd & Titak
Indiana
$2.82M +$403K +5,655 +16%
NYLIM
245
New York Life Investment Management
New York
$2.81M +$51.1K +717 +2%
GAM
246
Gotham Asset Management
New York
$2.81M +$2.02M +28,341 +232%
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$2.8M +$220K +3,083 +8%
Osaic Holdings
248
Osaic Holdings
Arizona
$2.79M +$724K +10,168 +34%
DS
249
DRW Securities
Illinois
$2.7M +$2.56M +35,869 +1,146%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$2.65M +$359K +5,043 +15%

CMS Hedge Fund Activity: Q2 2025 in Review

744 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2025, worth a combined $20.5B — down 5.1% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new CMS positions and 73 closed out — a net gain of 19 holders — while 292 added to existing stakes and 240 trimmed.

The largest buyer was GQG Partners, adding an estimated $386M. The largest seller was T. Rowe Price Associates, cutting an estimated $683M.

  • 744 institutional investors held CMS Energy (CMS) as of Q2 2025, up from 732 in Q1 2025.
  • Funds reported $20.5B of CMS Energy stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 92 funds opened new CMS Energy positions in Q2 2025 and 73 closed out, a net change of +19 holders.
  • The largest CMS Energy buyer in Q2 2025 was GQG Partners, an estimated $386M added.
  • The largest CMS Energy seller in Q2 2025 was T. Rowe Price Associates, an estimated $683M sold.

Based on aggregated 13F filings for Q2 2025.