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
FB
451
Fulton Bank
Pennsylvania
$379K +$14K +196 +4%
AWM
452
Apollon Wealth Management
South Carolina
$379K +$61.6K +865 +19%
FRM
453
Fox Run Management
Connecticut
$372K +$382K +5,367 New
S
454
SignatureFD
Georgia
$370K +$9.26K +130 +2%
FTWA
455
Fifth Third Wealth Advisors
Ohio
$370K -$15.6K -219 -4%
HAG
456
HighPoint Advisor Group
Illinois
$369K +$21.7K +304 +6%
WS
457
Wedbush Securities
California
$367K -$499 -7 -0.1%
SAM
458
Strategy Asset Managers
California
$365K -$6.91K -97 -2%
BBA
459
Baader Bank Aktiengesellschaft
Germany
$360K +$131K +1,836 +55%
BMCM
460
Bryn Mawr Capital Management
Pennsylvania
$357K +$367K +5,151 New
BAM
461
Belpointe Asset Management
Nevada
$352K -$285 -4 -0.1%
CCA
462
Carrera Capital Advisors
Michigan
$352K
O
463
Ossiam
France
$348K -$484K -6,786 -57%
William Blair & Company
464
William Blair & Company
Illinois
$347K -$2.99K -42 -0.8%
MP
465
Moment Partners
California
$347K +$13K +182 +4%
SC
466
Savant Capital
Illinois
$346K +$104K +1,459 +41%
SCP
467
Silverleafe Capital Partners
Tennessee
$346K
SGAM
468
Smith Group Asset Management
Texas
$346K
NW
469
NewEdge Wealth
Pennsylvania
$344K -$6.13K -86 -2%
IPWA
470
International Private Wealth Advisors
California
$341K -$66K -927 -16%
CCM
471
Coldstream Capital Management
Washington
$339K +$13.8K +193 +4%
LA
472
LVW Advisors
New York
$337K +$47.7K +670 +16%
SFS
473
Sowell Financial Services
Arkansas
$330K +$6.41K +90 +2%
AWCI
474
Alpine Woods Capital Investors
New York
$329K
CCG
475
Chatham Capital Group
Georgia
$328K

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.