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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
UM
51
UniSuper Management
Australia
$62.4M +$20M +280,478 +45%
BC
52
Brookfield Corp
Ontario, Canada
$61.3M -$13.5M -188,898 -18%
Citigroup
53
Citigroup
New York
$59.4M -$10M -140,623 -14%
Aberdeen Group
54
Aberdeen Group
United Kingdom
$58.7M -$4.94M -69,309 -8%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$55.6M +$18.6M +261,323 +48%
FFM
56
Fisher Funds Management
New Zealand
$54.1M
Aviva
57
Aviva
United Kingdom
$53M +$3.5M +49,162 +7%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$52.5M +$2.03M +28,470 +4%
BG
59
Bahl & Gaynor
Ohio
$50.2M +$4.48M +62,880 +9%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$47.8M +$697K +9,782 +1%
RPI
61
Railway Pension Investments
United Kingdom
$47.2M
Fidelity Investments
62
Fidelity Investments
Massachusetts
$45.6M -$19.3M -271,392 -29%
EIP
63
Energy Income Partners
Connecticut
$45.3M +$1.52M +21,386 +3%
Prudential Financial
64
Prudential Financial
New Jersey
$44.7M -$727K -10,208 -2%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$43.9M +$23.4M +328,696 +108%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$42.9M +$44.1M +618,740 New
PGH
67
Partners Group Holding
Switzerland
$42.4M -$5M -70,134 -10%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$41M +$4.13M +58,024 +11%
IG
69
ING Group
Netherlands
$40.7M +$39.1M +548,706 +1,438%
COPPSERS
70
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$39.7M +$345K +4,839 +0.9%
MHI
71
Miller Howard Investments
New York
$39.6M +$296K +4,154 +0.7%
SO
72
STRS Ohio
Ohio
$38.3M +$659K +9,247 +2%
VNIM
73
Vaughan Nelson Investment Management
Texas
$37.2M -$1.17M -16,381 -3%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$37M -$4.92M -69,041 -11%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$36.5M +$3.53M +49,554 +10%

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.