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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
Adage Capital Partners
201
Adage Capital Partners
Massachusetts
$5.12M +$5.27M +73,961 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$5.1M +$432K +6,062 +9%
BMSSC
203
B. Metzler seel. Sohn & Co
Germany
$5.1M -$2.72M -38,243 -34%
Wellington Management Group
204
Wellington Management Group
Massachusetts
$5.07M -$104K -1,462 -2%
CNB
205
Czech National Bank
Czech Republic
$5.07M +$321K +4,505 +7%
SG
206
Sourcerock Group
Colorado
$5.04M +$5.18M +72,700 New
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$4.95M -$2.82M -39,539 -36%
SWM
208
SilverOak Wealth Management
Minnesota
$4.77M
HH
209
Hilltop Holdings
Texas
$4.66M -$32.5K -456 -0.7%
II
210
IFM Investors
Australia
$4.6M +$258K +3,625 +6%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$4.45M -$1.64K -23 -0%
LCM
212
Logan Capital Management
Pennsylvania
$4.43M -$144K -2,023 -3%
CPCPP
213
Canada Post Corporation Pension Plan
Canada
$4.43M +$18.5K +260 +0.4%
OTPPB
214
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.3M +$2.4M +33,707 +119%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.26M -$1.31M -18,376 -23%
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
$4.12M +$4.23M +59,416 New
Corient Private Wealth
217
Corient Private Wealth
Florida
$4.12M -$117K -1,637 -3%
AB
218
Amalgamated Bank
New York
$4.09M +$47.7K +669 +1%
GC
219
Guggenheim Capital
Illinois
$4.08M +$769K +10,794 +22%
X
220
Xponance
Pennsylvania
$3.84M +$945K +13,268 +31%
DILIC
221
Dai-ichi Life Insurance Company
Japan
$3.74M -$840K -11,784 -18%
MAM
222
Martingale Asset Management
Massachusetts
$3.74M
YCM
223
Yousif Capital Management
Michigan
$3.72M +$42.4K +595 +1%
AM
224
AGF Management
Ontario, Canada
$3.71M +$439K +6,164 +13%
ProShare Advisors
225
ProShare Advisors
Maryland
$3.68M +$437K +6,137 +13%

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.