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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
SA
276
Sanctuary Advisors
Indiana
$2.1M +$27.6K +388 +1%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$2.09M +$52.4K +735 +2%
Arrowstreet Capital
278
Arrowstreet Capital
Massachusetts
$2.04M -$151K -2,115 -7%
Cerity Partners
279
Cerity Partners
New York
$2.04M -$375K -5,260 -15%
AAS
280
Avantax Advisory Services
Texas
$2M +$222K +3,119 +12%
SPIA
281
Steward Partners Investment Advisory
New York
$1.96M -$98.4K -1,381 -5%
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$1.94M +$348K +4,891 +21%
AIM
283
Achmea Investment Management
Netherlands
$1.92M
HWM
284
HB Wealth Management
Georgia
$1.88M -$59.9K -841 -3%
GI
285
GAMCO Investors
Connecticut
$1.87M
DTL
286
Dynamic Technology Lab
Singapore
$1.85M +$1.9M +26,735 New
WA
287
WealthTrust Axiom
Pennsylvania
$1.84M -$142K -2,000 -7%
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$1.81M -$146K -2,054 -7%
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$1.79M +$14.3K +200 +0.8%
TI
290
Trexquant Investment
Connecticut
$1.79M +$1.84M +25,789 New
FWCM
291
Ferguson Wellman Capital Management
Oregon
$1.79M +$6.41K +90 +0.4%
NA
292
NewEdge Advisors
Louisiana
$1.76M -$102K -1,425 -5%
KBC Group
293
KBC Group
Belgium
$1.76M
Axa
294
Axa
France
$1.75M +$1.8M +25,300 New
NIM
295
NEOS Investment Management
Connecticut
$1.74M +$381K +5,349 +27%
HCM
296
Hilton Capital Management
New York
$1.74M +$216K +3,031 +14%
First Manhattan
297
First Manhattan
New York
$1.73M -$24.5K -344 -1%
RAM
298
Ramirez Asset Management
New York
$1.68M +$458K +6,423 +36%
VF
299
Virtu Financial
New York
$1.67M +$1.72M +24,153 New
CGH
300
Crossmark Global Holdings
Texas
$1.66M -$166K -2,328 -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.