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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
CC
251
Centiva Capital
New York
$2.64M +$2.72M +38,166 New
Fuller & Thaler Asset Management
252
Fuller & Thaler Asset Management
California
$2.64M -$17.2K -242 -0.6%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$2.62M +$108K +1,515 +4%
NAM
254
Nissay Asset Management
Japan
$2.61M -$75.5K -1,060 -3%
CWM
255
CIBC World Markets
New York
$2.61M +$114K +1,601 +4%
IIM
256
INTECH Investment Management
Florida
$2.59M -$77.2K -1,084 -3%
GCM
257
Greenland Capital Management
New York
$2.55M -$3.33M -46,733 -56%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$2.54M -$10.3K -145 -0.4%
Mirae Asset Global ETFs Holdings
259
Mirae Asset Global ETFs Holdings
Hong Kong
$2.52M +$126K +1,770 +5%
PCM
260
Polymer Capital Management
New York
$2.45M +$21.2K +297 +0.8%
OAM
261
OP Asset Management
$2.4M +$37.8K +530 +2%
MOACM
262
Mutual of America Capital Management
New York
$2.38M -$31.7K -445 -1%
PMWMG
263
Parr McKnight Wealth Management Group
Minnesota
$2.36M +$183K +2,575 +8%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$2.33M -$104K -1,455 -4%
Wolverine Trading
265
Wolverine Trading
Illinois
$2.32M +$445K +6,243 +23%
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$2.28M -$117K -1,646 -5%
UIM
267
USS Investment Management
United Kingdom
$2.27M +$1.08M +15,215 +87%
II
268
Inspire Investing
Idaho
$2.26M +$152K +2,129 +7%
WP
269
Woodline Partners
California
$2.24M +$507K +7,113 +28%
Rafferty Asset Management
270
Rafferty Asset Management
New York
$2.23M +$375K +5,262 +20%
LOAME
271
Lombard Odier Asset Management (Europe)
United Kingdom
$2.21M -$9.32M -130,755 -80%
HWAM
272
Hennion & Walsh Asset Management
New Jersey
$2.2M +$243K +3,413 +12%
SPC
273
Sigma Planning Corp
Michigan
$2.19M -$30.6K -430 -1%
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$2.18M +$149K +2,093 +7%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$2.15M +$183K +2,569 +9%

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.