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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
OC
576
Oakworth Capital
Alabama
$104K
FFC
577
First Financial Corp
Indiana
$103K
PTC
578
Private Trust Company
Ohio
$98.3K -$3.35K -47 -3%
CAM
579
Costello Asset Management
Pennsylvania
$97.5K
Federated Hermes
580
Federated Hermes
Pennsylvania
$91.2K -$784 -11 -0.8%
HI
581
Harbour Investments
Wisconsin
$88.6K +$12K +168 +15%
CFO
582
CVA Family Office
Colorado
$84.6K +$499 +7 +0.6%
TWC
583
TD Waterhouse Canada
Ontario, Canada
$81.7K -$10.8K -151 -11%
CI Investments Inc
584
CI Investments Inc
Ontario, Canada
$81K +$6.63K +93 +9%
TPCW
585
TD Private Client Wealth
New York
$77.8K +$2.49K +35 +3%
MA
586
Montag & Associates
Georgia
$76.2K
CT
587
Caldwell Trust
Florida
$75.3K
GBT
588
Grove Bank & Trust
Florida
$74.3K
NS
589
NBC Securities
Alabama
$71K +$2.71K +38 +4%
BWM
590
Bernard Wealth Management
Michigan
$66.6K
RF
591
Robbins Farley
New Hampshire
$64.6K
CSC
592
Caldwell Sutter Capital
California
$64.4K +$4.28K +60 +7%
CH
593
Cromwell Holdings
Wyoming
$64.2K +$1.71K +24 +3%
ARMT
594
Amica Retiree Medical Trust
Rhode Island
$63K
CCA
595
Catalyst Capital Advisors
New York
$62.8K -$10.4K -146 -14%
PFBT
596
Parkside Financial Bank & Trust
Missouri
$61.7K +$1.85K +26 +3%
MSE
597
MUFG Securities EMEA
United Kingdom
$61K +$62.7K +880 New
CWM
598
Cranbrook Wealth Management
Michigan
$60.5K -$2.99K -42 -5%
CIAM
599
Caitong International Asset Management
Hong Kong
$58.3K +$60K +842 New
SIM
600
Sentry Investment Management
Wisconsin
$58K

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.