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
DB
376
Danske Bank
Denmark
$755K +$292K +4,100 +60%
IIC
377
Integrated Investment Consultants
Michigan
$752K
SAM
378
Smartleaf Asset Management
Massachusetts
$751K -$86.6K -1,216 -10%
HI
379
Horizon Investments
North Carolina
$746K +$463K +6,500 +149%
SLI
380
Sumitomo Life Insurance
Japan
$738K -$41K -576 -5%
DAS
381
Diversify Advisory Services
Utah
$730K +$714K +10,028 New
EF
382
Empirical Finance
Pennsylvania
$719K +$4.92K +69 +0.7%
BWM
383
BKM Wealth Management
Wisconsin
$714K -$22K -309 -3%
SG Americas Securities
384
SG Americas Securities
New York
$707K -$701K -9,842 -49%
CII
385
Capital International Inc
California
$698K -$15.6K -219 -2%
CH
386
Canton Hathaway
Rhode Island
$693K
Lido Advisors
387
Lido Advisors
California
$691K -$2.64K -37 -0.4%
ZBNA
388
Zions Bancorporation, National Association
Utah
$678K +$2.56K +36 +0.4%
HFS
389
Hantz Financial Services
Michigan
$671K +$42.8K +600 +7%
ACIM
390
Azimuth Capital Investment Management
Michigan
$667K -$35.6K -500 -5%
NMIMC
391
Northwestern Mutual Investment Management Company
Wisconsin
$661K +$2.85K +40 +0.4%
TMAM
392
Tokio Marine Asset Management
Japan
$660K
BCV
393
Banque Cantonale Vaudoise
Switzerland
$656K -$2.99K -42 -0.4%
A
394
AlphaQuest
New York
$647K +$633K +8,883 +1,970%
UCFA
395
United Capital Financial Advisors
Texas
$643K -$22K -309 -3%
LCGC
396
Legacy Capital Group California
California
$640K +$82.9K +1,163 +14%
WT
397
Whittier Trust
California
$640K -$6.98K -98 -1%
FM
398
Foster & Motley
Ohio
$639K
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$635K +$22.2K +311 +4%
MML Investors Services
400
MML Investors Services
Massachusetts
$635K -$34.4K -483 -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.