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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
BTI
401
Blue Trust Inc
Georgia
$627K +$108K +1,518 +20%
CL
402
Choreo LLC
Illinois
$625K +$31.1K +437 +5%
AMI
403
Amica Mutual Insurance
Rhode Island
$624K
FWM
404
Finer Wealth Management
Massachusetts
$624K
CB
405
Commerce Bank
Missouri
$621K -$15.6K -219 -2%
Bessemer Group
406
Bessemer Group
New Jersey
$616K -$1.01M -14,157 -61%
CWA
407
Centennial Wealth Advisory
Michigan
$615K -$37.6K -528 -6%
WSFS
408
Wilmington Savings Fund Society
Delaware
$605K -$69.7K -978 -10%
BC
409
Bridgefront Capital
Texas
$584K +$600K +8,423 New
ECM
410
Exchange Capital Management
Michigan
$579K -$169K -2,378 -22%
STA
411
Summit Trail Advisors
New York
$577K +$594K +8,334 New
OFG
412
OmniStar Financial Group
North Carolina
$565K +$1.07K +15 +0.2%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$561K -$40K -561 -6%
PFS
414
Prospera Financial Services
Texas
$556K -$302K -4,235 -35%
VSQM
415
V-Square Quantitative Management
Illinois
$544K +$39.5K +555 +8%
Walleye Capital
416
Walleye Capital
New York
$541K +$556K +7,802 New
BCFD
417
Boit C.F. David
$540K
VT
418
Vise Technologies
New York
$534K +$550K +7,715 New
QC
419
Quadrature Capital
United Kingdom
$532K +$547K +7,683 New
WPC
420
Wedmont Private Capital
Pennsylvania
$528K +$125K +1,753 +30%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$513K +$11.3K +158 +2%
AWA
422
Acorn Wealth Advisors
Michigan
$509K -$10.3K -145 -2%
IMCOOI
423
Investment Management Corp of Ontario (IMCO)
Canada
$505K -$85.5K -1,200 -14%
QC
424
Quaero Capital
Switzerland
$496K +$510K +7,161 New
LI
425
LifeWealth Investments
Florida
$487K -$12.3K -173 -2%

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.