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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
AIMCA
301
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M +$1.7M +23,900 New
NWMG
302
Nicholson Wealth Management Group
South Carolina
$1.63M +$11.3K +158 +0.7%
HF
303
HRT Financial
New York
$1.63M +$1.67M +23,485 New
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$1.62M +$25.2K +354 +2%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$1.61M +$396K +5,560 +32%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$104K +1,453 +7%
Baird Financial Group
307
Baird Financial Group
Wisconsin
$1.55M -$465K -6,530 -23%
TAP
308
Tounjian Advisory Partners
Florida
$1.54M -$19K -266 -1%
OTL
309
Oak Thistle LLC
New York
$1.53M -$186K -2,610 -11%
NSEDCP
310
NJ State Employees Deferred Compensation Plan
New Jersey
$1.52M
BFM
311
Boothbay Fund Management
New York
$1.48M +$906K +12,721 +148%
SCM
312
Sterling Capital Management
North Carolina
$1.48M -$1.28M -17,911 -46%
NP
313
Ninepoint Partners
Ontario, Canada
$1.44M +$93.2K +1,308 +7%
MSU
314
Mizuho Securities USA
New York
$1.43M -$232K -3,250 -14%
GIA
315
Gateway Investment Advisers
Ohio
$1.4M
OIM
316
Opus Investment Management
Massachusetts
$1.39M
AAM
317
Advisors Asset Management
Colorado
$1.35M +$120K +1,681 +9%
LOAMS
318
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.34M
SPA
319
Sherbrooke Park Advisers
New York
$1.32M +$1.14M +15,944 +501%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.32M -$89.1K -1,250 -6%
WCM
321
Wedge Capital Management
North Carolina
$1.31M -$381K -5,341 -22%
CL
322
CIM LLC
New York
$1.31M +$55K +772 +4%
CIS
323
Capital International Sarl
California
$1.29M -$260K -3,649 -16%
AI
324
Atria Investments
North Carolina
$1.28M +$28.1K +395 +2%
NB
325
Norinchukin Bank
Japan
$1.25M +$352K +4,942 +38%

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.