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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
AIP
551
Ameritas Investment Partners
Nebraska
$197K
CA
552
Clearstead Advisors
Ohio
$189K +$15.7K +221 +9%
CA
553
CoreCap Advisors
Michigan
$182K -$9.62K -135 -5%
PS
554
Principal Securities
Iowa
$173K +$38.9K +546 +28%
FFA
555
Farther Finance Advisors
California
$173K -$56.6K -795 -24%
GRP
556
Global Retirement Partners
California
$158K +$163K +2,287 New
GWM
557
Geneos Wealth Management
Colorado
$158K -$268K -3,764 -62%
AF
558
Allworth Financial
California
$153K +$22.7K +319 +17%
AAP
559
Arax Advisory Partners
Colorado
$151K +$80.6K +1,131 +107%
CT
560
Colonial Trust
South Carolina
$142K +$1.14K +16 +0.8%
IA
561
IFP Advisors
Florida
$140K -$54.1K -759 Closed
CA
562
Crewe Advisors
Utah
$132K
QL
563
Quarry LP
New York
$132K -$127K -1,778 -48%
VCM
564
Versant Capital Management
Arizona
$130K
OAM
565
Ostrum Asset Management
France
$129K -$3.85K -54 -3%
CI
566
CX Institutional
Indiana
$126K -$11K -154 -8%
MCM
567
MAI Capital Management
Ohio
$123K +$14.5K +204 +13%
LFG
568
Larson Financial Group
Missouri
$118K +$64.6K +907 +114%
RIL
569
Rothschild Investment LLC
Illinois
$110K -$2.92K -41 -3%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$107K
BGAI
571
Bruce G. Allen Investments
Colorado
$106K +$2.07K +29 +2%
ACM
572
Aster Capital Management
United Arab Emirates
$105K -$1.48M -20,787 -93%
SWM
573
Spire Wealth Management
Virginia
$105K -$74K -1,039 -41%
FIM
574
FWL Investment Management
Texas
$104K
MIA
575
MeadowBrook Investment Advisors
Michigan
$104K

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.