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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
MGP
326
Metis Global Partners
California
$1.25M -$74.7K -1,049 -6%
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$1.24M -$18.9K -265 -1%
SW
328
SVB Wealth
Massachusetts
$1.24M +$1.28M +17,900 New
Allianz Asset Management
329
Allianz Asset Management
Germany
$1.24M -$1.1M -15,497 -46%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$1.23M -$59.6K -836 -4%
BFG
331
Bleakley Financial Group
New Jersey
$1.14M +$223K +3,132 +24%
HNB
332
Huntington National Bank
Ohio
$1.13M -$7.55K -106 -0.6%
SOAMC
333
Spirit of America Management Corp
New York
$1.13M +$182K +2,550 +18%
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$1.09M -$21.4K -300 -2%
SAM
335
Securian Asset Management
Minnesota
$1.08M -$14.3K -200 -1%
TSS
336
Two Sigma Securities
New York
$1.06M +$1.09M +15,336 New
PA
337
Profund Advisors
Maryland
$1.04M +$233K +3,271 +28%
MCP
338
Mirador Capital Partners
California
$1.03M +$42.8K +600 +4%
GIBU
339
Gulf International Bank (UK)
United Kingdom
$1M -$164K -2,308 -14%
GIM
340
Glenmede Investment Management
Pennsylvania
$997K +$1.03M +14,394 New
Nordea Investment Management
341
Nordea Investment Management
Sweden
$989K +$7.41K +104 +0.7%
Royal London Asset Management
342
Royal London Asset Management
United Kingdom
$981K -$158K -2,224 -14%
C
343
Croban
Ohio
$974K +$11.9K +167 +1%
GI
344
GAMMA Investing
California
$974K +$40K +561 +4%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$971K
FT
346
Fiduciary Trust
Massachusetts
$971K +$15.5K +218 +2%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$964K
ECA
348
Elevated Capital Advisors
Utah
$963K
FC
349
FORA Capital
Florida
$960K +$246K +3,455 +33%
VA
350
Vident Advisory
Georgia
$937K +$141K +1,975 +17%

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.