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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
TH
676
TCTC Holdings
Texas
$5.06K
CSB
677
City State Bank
Iowa
$4.5K
HHMI
678
Howard Hughes Medical Institute
Maryland
$4.43K +$4.56K +64 New
Q1WB
679
Quest 10 Wealth Builders
Virginia
$4.29K
GEA
680
Glen Eagle Advisors
New Jersey
$4.23K
B
681
Birchbrook
Maine
$4.02K
AW
682
Avion Wealth
Texas
$4K +$214 +3 +5%
MAWAG
683
Mid-American Wealth Advisory Group
Missouri
$3.88K +$3.99K +56 New
RAM
684
Riggs Asset Management
Pennsylvania
$3.74K +$3.49K +49 +980%
GC
685
GFG Capital
Florida
$3.67K +$3.78K +53 New
TCM
686
TD Capital Management
Tennessee
$3.54K
SS
687
SBI Securities
Japan
$3.4K +$214 +3 +7%
KFI
688
Key Financial Inc
Pennsylvania
$3.19K
FCAS
689
First Command Advisory Services
Texas
$3.12K
HWP
690
Highline Wealth Partners
California
$3.05K
CTC
691
Central Trust Company
Missouri
$2.98K
TCA
692
Trifecta Capital Advisors
Illinois
$2.91K
BWAM
693
Boyd Watterson Asset Management
Ohio
$2.7K
DPW
694
DiNuzzo Private Wealth
Pennsylvania
$2.63K +$214 +3 +9%
CIAS
695
CBIZ Investment Advisory Services
Ohio
$2.49K +$2.56K +36 New
MSG
696
Main Street Group
Virginia
$2.36K -$2.14K -30 -47%
HFS
697
Hughes Financial Services
Virginia
$2.15K +$499 +7 +32%
AIC
698
Archer Investment Corporation
Indiana
$2.14K
WCM
699
WealthTrak Capital Management
Virginia
$2.08K -$356 -5 -14%
CA
700
Centerpoint Advisors
Massachusetts
$2K -$69.1K -970 -97%

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.