We are live on ! Find out more
CMS icon

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
QI
351
Qtron Investments
Massachusetts
$936K -$73.4K -1,030 -7%
UFF
352
USA Financial Formulas
Michigan
$916K +$942K +13,218 New
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$910K -$116K -1,630 -11%
AV
354
Alamea Verwaltungs
New Jersey
$908K +$71.3K +1,001 +8%
BEI
355
Benjamin Edwards Inc
Missouri
$894K -$25.5K -358 -3%
MAS
356
Meeder Advisory Services
Ohio
$890K -$42.1K -591 -4%
MNBTD
357
Moody National Bank Trust Division
Texas
$877K +$15K +210 +2%
ETC
358
Exchange Traded Concepts
Oklahoma
$866K +$997 +14 +0.1%
BAM
359
Blueshift Asset Management
New Jersey
$864K +$889K +12,478 New
SF
360
Summit Financial
New Jersey
$858K -$3.99K -56 -0.5%
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$853K +$3.42K +48 +0.4%
HKAM
362
Horizon Kinetics Asset Management
New York
$852K -$241K -3,378 -22%
IA
363
Icon Advisers
Colorado
$845K
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$833K +$88.6K +1,243 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
365
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$827K +$596K +8,370 +235%
MG
366
Mather Group
Illinois
$826K +$296K +4,160 +54%
MK
367
MASTERINVEST Kapitalanlage
$820K +$843K +11,838 New
BBA
368
BLB&B Advisors
Pennsylvania
$812K -$47.5K -666 -5%
CTA
369
Chesley Taft & Associates
Illinois
$808K -$10.7K -150 -1%
QCM
370
QRG Capital Management
Illinois
$794K +$29.9K +420 +4%
LJAC
371
L.J. Altfest & Co
New York
$791K +$28.3K +397 +4%
FC
372
Farringdon Capital
United Kingdom
$786K +$370K +5,199 +85%
KNW
373
Kesler Norman & Wride
Utah
$779K -$7.13K -100 -0.9%
GT
374
Greenleaf Trust
Michigan
$768K -$35.3K -495 -4%
SFA
375
Sequoia Financial Advisors
Ohio
$761K +$40.3K +566 +5%

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.