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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
Vontobel Holding
501
Vontobel Holding
Switzerland
$268K -$56.1K -788 -17%
NP
502
NorthRock Partners
Minnesota
$264K +$12.9K +181 +5%
MFG
503
Merit Financial Group
Georgia
$264K +$271K +3,809 New
OIA
504
OneDigital Investment Advisors
Kansas
$264K -$10.5K -147 -4%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$263K +$14.1K +198 +5%
CPWA
506
Cerro Pacific Wealth Advisors
California
$259K -$40.3K -565 -13%
APW
507
Aventura Private Wealth
Florida
$258K
CFG
508
Citizens Financial Group
Rhode Island
$257K +$74.2K +1,041 +39%
Jones Financial Companies
509
Jones Financial Companies
Missouri
$256K +$65.9K +925 +33%
GCP
510
GSA Capital Partners
United Kingdom
$254K +$262K +3,671 New
MPM
511
MBB Public Markets
Illinois
$254K -$57.4K -806 -18%
EGM
512
Engineers Gate Manager
New York
$252K -$3.5M -49,116 -93%
FSG
513
Financial Strategies Group
Michigan
$252K -$18.7K -263 -7%
CA
514
Commerzbank Aktiengesellschaft
Germany
$248K
BHCM
515
Brevan Howard Capital Management
Jersey
$248K +$255K +3,573 New
PA
516
Parallel Advisors
California
$247K +$1.35K +19 +0.5%
PTP
517
Platform Technology Partners
New York
$244K +$251K +3,519 New
PCM
518
Pointe Capital Management
Michigan
$244K
HNWA
519
Henrickson Nauta Wealth Advisors
Michigan
$241K -$2.99K -42 -1%
MM
520
MQS Management
New York
$241K +$247K +3,472 New
ESB
521
Essex Savings Bank
Connecticut
$240K +$142 +2 +0.1%
GWP
522
Gen-Wealth Partners
Michigan
$240K
TA
523
TFB Advisors
Kansas
$238K +$641 +9 +0.3%
V
524
VeraBank
Texas
$236K
MIM
525
Morningstar Investment Management
Illinois
$235K +$242K +3,391 New

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.