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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
KAS
426
Kestra Advisory Services
Texas
$484K +$11.3K +159 +2%
LP
427
LMR Partners
United Kingdom
$478K +$132K +1,852 +37%
EF
428
Empowered Funds
Pennsylvania
$477K +$6.41K +90 +1%
SAM
429
Shell Asset Management
Netherlands
$476K -$7.48K -105 -2%
AA
430
Advisory Alpha
Michigan
$476K -$4.84K -68 -1%
Robeco Institutional Asset Management
431
Robeco Institutional Asset Management
Netherlands
$474K -$579K -8,128 -54%
PMFA
432
Plante Moran Financial Advisors
Michigan
$473K -$20.5K -288 -4%
EC
433
EntryPoint Capital
New York
$469K -$14.9K -209 -3%
MSA
434
MUFG Securities Americas
New York
$459K +$95.5K +1,340 +25%
BP
435
Ballentine Partners
Massachusetts
$453K +$17.2K +242 +4%
EI
436
Ethic Inc
New York
$451K +$60.7K +852 +15%
TRCT
437
Tower Research Capital (TRC)
New York
$431K -$1.19M -16,633 -73%
AA
438
ALPS Advisors
Colorado
$430K +$442K +6,209 New
CI
439
Conning Inc
Connecticut
$430K +$16.5K +231 +4%
FCM
440
Fieldview Capital Management
Michigan
$428K +$441K +6,183 New
SWM
441
Segment Wealth Management
Texas
$428K +$83.5K +1,172 +23%
CFO
442
Callan Family Office
Pennsylvania
$427K +$439K +6,165 New
EWM
443
Empirical Wealth Management
Washington
$417K +$115K +1,610 +36%
AWM
444
Accurate Wealth Management
Florida
$413K -$1.21K -17 -0.3%
Kovitz Investment Group Partners
445
Kovitz Investment Group Partners
Illinois
$412K -$151K -2,122 -26%
SC
446
Syon Capital
California
$397K +$199K +2,794 +95%
TPA
447
Trivium Point Advisory
Connecticut
$388K +$57.1K +801 +17%
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$388K -$58.9K -827 -13%
CAG
449
Crestwood Advisors Group
Massachusetts
$382K +$12.8K +179 +3%
SIC
450
Samalin Investment Counsel
New York
$380K -$18.5K -259 -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.