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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
JFGIW
626
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K
CFB
627
Cullen/Frost Bankers
Texas
$22.7K +$23.3K +327 New
MCM
628
MV Capital Management
Maryland
$22K
JFA
629
JNBA Financial Advisors
Minnesota
$20.8K
HNB
630
Hilltop National Bank
Wyoming
$20.8K +$21.4K +300 New
SIC
631
SJS Investment Consulting
Ohio
$20.6K -$712 -10 -3%
C
632
Covestor
United Kingdom
$19K -$82.9K -1,164 -81%
RA
633
Ransom Advisory
Rhode Island
$19K
MTIC
634
Missouri Trust & Investment Company
Missouri
$16K
NRG
635
Nemes Rush Group
Michigan
$15K
MYIA
636
Mount Yale Investment Advisors
Colorado
$15K +$15.4K +216 New
HPC
637
HM Payson & Co
Maine
$14.9K
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$14.3K
TFGT
639
TS Financial Group (TSFG)
Illinois
$14K
SSG
640
Summit Securities Group
New York
$13.9K +$14.3K +201 New
EB
641
Eastern Bank
Massachusetts
$13.9K -$6.77K -95 -32%
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6K +$2K +28 +17%
FFO
643
Fortitude Family Office
Arizona
$13.2K +$3.56K +50 +35%
PWM
644
Puff Wealth Management
New Jersey
$13K +$13.3K +187 New
HIW
645
Holos Integrated Wealth
Pennsylvania
$12.3K
GWSG
646
GPS Wealth Strategies Group
Colorado
$12.1K
GKIM
647
GW&K Investment Management
Massachusetts
$12K +$2.07K +29 +20%
BSB
648
Bangor Savings Bank
Maine
$11.7K
FPF
649
First Pacific Financial
Washington
$11.4K -$3.78K -53 -24%
AP
650
Atwood & Palmer
Missouri
$11.1K

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.