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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$35.9M -$5.53M -77,617 -13%
AQR Capital Management
77
AQR Capital Management
Connecticut
$33.8M +$69.3K +973 +0.2%
RAM
78
RWC Asset Management
United Kingdom
$33.7M -$2.03M -28,542 -6%
Capital International Investors
79
Capital International Investors
California
$33.2M -$4.89M -68,609 -13%
Principal Financial Group
80
Principal Financial Group
Iowa
$31M +$2.75M +38,663 +9%
M&T Bank
81
M&T Bank
New York
$30M -$231K -3,246 -0.7%
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$30M +$4.87M +68,296 +19%
TAF
83
Tredje AP-fonden
Sweden
$30M +$24.5M +344,205 +390%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$29.1M -$4.09M -57,458 -12%
Renaissance Technologies
85
Renaissance Technologies
New York
$29.1M -$15.9M -223,500 -35%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$28.8M +$1.28M +17,964 +5%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$28.7M -$1.52M -21,344 -5%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$28.5M
LPL Financial
89
LPL Financial
California
$28.2M +$2.17M +30,390 +8%
National Pension Service
90
National Pension Service
South Korea
$28M +$237K +3,324 +0.8%
APG Asset Management
91
APG Asset Management
Netherlands
$27.2M +$10.6M +148,319 +47%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.8M +$14.4M +202,101 +109%
T. Rowe Price Investment Management
93
T. Rowe Price Investment Management
Maryland
$26.4M +$6.74M +94,637 +33%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$25.2M +$712K +10,000 +3%
AllianceBernstein
95
AllianceBernstein
Tennessee
$23.8M -$6.24M -87,559 -20%
CAM
96
Cidel Asset Management
Ontario, Canada
$22.4M +$3.26M +45,715 +17%
Raymond James Financial
97
Raymond James Financial
Florida
$22.2M -$2.63M -36,979 -10%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$22.1M -$2.62M -36,766 -10%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$21.9M +$479K +6,720 +2%
ZP
100
Zimmer Partners
New York
$20.9M +$21.5M +302,138 New

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.