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774 hedge funds and large institutions have $18.3B invested in NiSource in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 327 increasing their positions, 253 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 253

2.37% more ownership

Funds ownership: 94.05%96.41% (+2.4%)

3% more capital invested

Capital invested by funds: $17.7B → $18.3B (+$587M)

3% less funds holding

Funds holding: 796774 (-22)

14% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 84

39% less call options, than puts

Call options by funds: $9.8M | Put options by funds: $16M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
774
Holders Change
-22
Holders Change %
-2.76%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
72
Increased
327
Reduced
253
Closed
84
Calls
$9.8M
Puts
$16M
Net Calls
-$6.25M
Net Calls Change
-$660K
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
226
Hennion & Walsh Asset Management
New Jersey
$3.6M +$140K +3,582 +4%
Mirae Asset Global ETFs Holdings
227
Mirae Asset Global ETFs Holdings
Hong Kong
$3.6M +$343K +8,750 +11%
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.49M +$2.99M +76,366 +753%
GLA
229
Great Lakes Advisors
Illinois
$3.48M +$840K +21,426 +33%
YCM
230
Yousif Capital Management
Michigan
$3.43M -$1.14K -29 -0%
SCM
231
Sterling Capital Management
North Carolina
$3.43M -$1.34M -34,059 -29%
EGM
232
Engineers Gate Manager
New York
$3.36M -$3.68M -93,903 -53%
SW
233
SVB Wealth
Massachusetts
$3.33M +$293K +7,468 +10%
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$3.28M +$239K +6,088 +8%
BCI
235
Brinker Capital Investments
Pennsylvania
$3.27M +$1.99M +50,873 +168%
NAM
236
Nissay Asset Management
Japan
$3.26M +$744K +18,971 +31%
PFM
237
Premier Fund Managers
United Kingdom
$3.2M -$392K -10,000 -11%
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$3.15M -$372K -9,492 -11%
TE
239
Tema ETFs
New York
$3.14M +$789K +20,130 +35%
CTI
240
Community Trust & Investment
Kentucky
$3.14M -$5.96K -152 -0.2%
URS
241
Utah Retirement Systems
Utah
$3.12M -$8.71K -222 -0.3%
Corient Private Wealth
242
Corient Private Wealth
Florida
$3.06M -$122K -3,123 -4%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$2.99M -$597K -15,231 -17%
OAM
244
OP Asset Management
$2.95M +$651K +16,598 +29%
OC
245
Oppenheimer & Co
New York
$2.95M +$19.7K +503 +0.7%
GIM
246
Glenmede Investment Management
Pennsylvania
$2.88M +$2.8M +71,462 New
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
$2.88M +$128K +3,253 +5%
GCM
248
Graham Capital Management
Connecticut
$2.87M -$6.77M -172,552 -71%
AAM
249
Advisors Asset Management
Colorado
$2.83M +$216K +5,521 +9%
JSSH
250
J. Safra Sarasin Holding
$2.73M -$189K -4,831 -7%

NI Hedge Fund Activity: Q2 2025 in Review

774 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2025, worth a combined $18.3B — up 3.3% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of NI and 72 opened new positions — a net loss of 12 holders — while 253 trimmed existing stakes and 327 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $655M. The largest seller was Wellington Management Group, cutting an estimated $83.6M.

  • 774 institutional investors held NiSource (NI) as of Q2 2025, down from 796 in Q1 2025.
  • Funds reported $18.3B of NiSource stock for Q2 2025, up 3.3% quarter-over-quarter.
  • 72 funds opened new NiSource positions in Q2 2025 and 84 closed out, a net change of -12 holders.
  • The largest NiSource buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $655M added.
  • The largest NiSource seller in Q2 2025 was Wellington Management Group, an estimated $83.6M sold.

Based on aggregated 13F filings for Q2 2025.