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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
CGPCS
101
Capital Group Private Client Services
California
$20.2M -$364K -5,105 -2%
AIM
102
Artemis Investment Management
United Kingdom
$20.2M +$2.55M +35,760 +14%
TCA
103
Tortoise Capital Advisors
Kansas
$20.2M -$11.9M -166,691 -36%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$20.2M -$43.1M -605,220 -68%
AT
105
Avalon Trust
New Mexico
$20.1M +$167K +2,350 +0.8%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$20.1M +$3.54M +49,693 +21%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$19.8M -$9.05M -126,954 -31%
CIBC Asset Management
108
CIBC Asset Management
Ontario, Canada
$19.1M +$2.9M +40,748 +17%
Two Sigma Investments
109
Two Sigma Investments
New York
$18.4M -$2.36M -33,115 -11%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$18M +$15.9M +223,444 +612%
BBL
111
Beck Bode LLC
Massachusetts
$17.9M +$720K +10,101 +4%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$17.3M -$3.35M -46,970 -16%
Two Sigma Advisers
113
Two Sigma Advisers
New York
$16.7M +$4.86M +68,200 +40%
CF
114
Covea Finance
France
$16.4M +$4.46M +62,650 +36%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$16.1M +$10.5K +148 +0.1%
AWM
116
AE Wealth Management
Kansas
$16M -$865K -12,135 -5%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$15.7M -$6.23M -87,466 -28%
US Bancorp
118
US Bancorp
Minnesota
$15.6M -$416K -5,843 -3%
KeyBank National Association
119
KeyBank National Association
Ohio
$14.8M -$517K -7,263 -3%
ACG
120
Aventail Capital Group
New York
$14M -$188K -2,645 -1%
MAM
121
Magellan Asset Management
Australia
$13.9M -$60.3K -847 -0.4%
BC
122
Bruce & Co
Illinois
$13.6M -$2.14M -30,000 -13%
EIP
123
Epoch Investment Partners
New York
$13.4M -$687K -9,646 -5%
GF
124
Gabelli Funds
New York
$13.2M
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$13.2M -$1.59M -22,359 -11%

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.