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CMS Energy
CMS

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: 732 → 744 (+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: 2 → 1 (-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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$386M
2
Victory Capital Management
Victory Capital Management
Texas
+$328M
3
WHRC
W.H. Reaves & Co
New Jersey
+$108M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$95M
5
UBS AM
UBS AM
Illinois
+$86.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$683M
2
JP Morgan Chase
JP Morgan Chase
New York
-$182M
3
Amundi
Amundi
France
-$95.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$43.1M
5
Goldman Sachs
Goldman Sachs
New York
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
801
Washington Trust
Rhode Island
– -$6.48K -86 Closed
GP
802
Greenline Partners
New York
– -$5.26K -70 Closed
HFM
803
Harvest Fund Management
China
– -$4K -59 Closed
CHC
804
City Holding Co
West Virginia
– -$4.13K -55 Closed
GJIA
805
Glass Jacobson Investment Advisors
Maryland
– -$3.07K -46 Closed
RWM
806
Ruedi Wealth Management
Illinois
– -$3.23K -43 Closed
CWC
807
Carolinas Wealth Consulting
North Carolina
– -$3.08K -41 Closed
FMTCOCP
808
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$2K -32 Closed
RCM
809
Raleigh Capital Management
North Carolina
– -$1.95K -26 Closed
ETS
810
ESL Trust Services
New York
– -$1.65K -22 Closed
CAM
811
Chesapeake Asset Management
New York
– -$751 -10 Closed
WW
812
Winnow Wealth
Texas
– -$635 -9 Closed
MAS
813
MPWM Advisory Solutions
Georgia
– -$601 -8 Closed
RS
814
Rakuten Securities
Japan
– -$300 -4 Closed
CIA
815
Cape Investment Advisory
Georgia
– -$150 -2 Closed
PA
816
PSI Advisors
Florida
– -$75 -1 Closed
29 30 31 32
33

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.