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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
SFS
526
Stiles Financial Services
Minnesota
$232K +$1.85K +26 +0.8%
SSA
527
Schonfeld Strategic Advisors
New York
$230K -$1.04M -14,599 -81%
FHC
528
First Heartland Consultants
Missouri
$228K +$235K +3,298 New
NG
529
Norden Group
Utah
$228K +$234K +3,290 New
SLG
530
Stanley-Laman Group
Pennsylvania
$227K +$31.5K +442 +16%
Brown Advisory
531
Brown Advisory
Maryland
$224K +$230K +3,229 New
AWA
532
Aaron Wealth Advisors
Illinois
$223K +$1.21K +17 +0.5%
WTC
533
WhitTier Trust Company
Nevada
$221K -$3.49K -49 -2%
VVP
534
Venture Visionary Partners
Ohio
$219K +$8.48K +119 +4%
CT
535
Chicago Trust
Illinois
$215K +$221K +3,100 New
PFM
536
Patton Fund Management
Texas
$211K +$217K +3,051 New
DWP
537
Daymark Wealth Partners
Ohio
$211K -$3.42K -48 -2%
FSC
538
Full Sail Capital
Oklahoma
$210K -$15.7K -221 -7%
BIG
539
Brooklyn Investment Group
New York
$209K +$112K +1,571 +108%
JSW
540
Journey Strategic Wealth
New Jersey
$209K +$215K +3,017 New
DWM
541
Drive Wealth Management
Utah
$209K +$215K +3,012 New
SW
542
SkyOak Wealth
Michigan
$208K
LAM
543
Longboard Asset Management
Arizona
$207K
AG
544
Ascent Group
Virginia
$206K +$212K +2,972 New
PFG
545
Prosperity Financial Group
California
$205K -$11.3K -159 -5%
BFS
546
Bradley Foster & Sargent
Connecticut
$204K
LWM
547
Lakeridge Wealth Management
Ohio
$203K +$209K +2,930 New
FFA
548
Florida Financial Advisors
Florida
$202K +$207K +2,910 New
CI
549
Cigna Investments
Connecticut
$201K
FIA
550
Foundations Investment Advisors
Arizona
$200K -$129K -1,804 -38%

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.