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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
GFM
651
GF Fund Management
China
$10.9K
MIM
652
MTM Investment Management
South Carolina
$10.9K +$11.3K +158 New
OP
653
ORG Partners
Indiana
$10.2K +$5.06K +71 +95%
DIP
654
DT Investment Partners
Pennsylvania
$10K
JWA
655
JFS Wealth Advisors
Pennsylvania
$9.56K -$855 -12 -8%
PWAM
656
Private Wealth Asset Management
Iowa
$8.94K
SIS
657
Sound Income Strategies
Florida
$8.76K +$1.07K +15 +14%
AP
658
Aspect Partners
Virginia
$8.73K
WIM
659
Westside Investment Management
California
$8.48K +$8.62K +121 New
CFFP
660
Center for Financial Planning
Michigan
$8.41K
PWMG
661
Prestige Wealth Management Group
New Jersey
$8.38K
NAAA
662
New Age Alpha Advisors
New York
$7.14K -$56.1K -787 -88%
TPWA
663
Twin Peaks Wealth Advisors
California
$7.13K +$6.98K +98 New
CPG
664
Cornerstone Planning Group
New Jersey
$7.12K +$1.85K +26 +37%
HWM
665
HighMark Wealth Management
Minnesota
$7K -$1.14K -16 -14%
AWM
666
Atticus Wealth Management
Florida
$6.93K -$1.43K -20 -17%
SWP
667
Strategic Wealth Partners
Ohio
$6.93K +$7.13K +100 New
WA
668
Whipplewood Advisors
Colorado
$6.37K -$2.85K -40 -30%
MHR
669
Matthew Hamilton Rosenberg
$6.37K
S
670
Sachetta
Massachusetts
$6.3K -$14.3K -200 -69%
AF
671
Alerus Financial
North Dakota
$5.82K +$5.99K +84 New
AG
672
AmeriFlex Group
Nevada
$5.6K
BIA
673
Bell Investment Advisors
California
$5.54K +$712 +10 +14%
TWD
674
True Wealth Design
Ohio
$5.47K -$1.71K -24 -23%
SC
675
SouthState Corp
Florida
$5.13K -$3.92K -55 -43%

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.