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NiSource

772 hedge funds and large institutions have $18.3B invested in NiSource in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 83

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
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.8M
Puts
$16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
326
Everhart Financial Group
Ohio
$1.23M
FFA
327
Florida Financial Advisors
Florida
$1.22M
CWM
328
Congress Wealth Management
Massachusetts
$1.22M
SC
329
Sapient Capital
Indiana
$1.22M
Mariner
330
Mariner
Kansas
$1.21M
WLG
331
Williamson Legacy Group
Indiana
$1.2M
ECA
332
Elevated Capital Advisors
Utah
$1.17M
JCIA
333
Jackson Creek Investment Advisors
Colorado
$1.17M
HIMCH
334
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M
SOAMC
335
Spirit of America Management Corp
New York
$1.15M
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M
NB
337
Norinchukin Bank
Japan
$1.14M
LCM
338
Landscape Capital Management
New Jersey
$1.14M
FB
339
Finward Bancorp
Indiana
$1.12M
CT
340
Chicago Trust
Illinois
$1.11M
IA
341
Icon Advisers
Colorado
$1.07M
SFCL
342
Strengthening Families & Communities LLC
Massachusetts
$1.06M
Axa
343
Axa
France
$1.05M
FC
344
FORA Capital
Florida
$1.05M
P
345
&Partners
Tennessee
$1.05M
PAM
346
Panagora Asset Management
Massachusetts
$1.02M
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$1M
Baird Financial Group
348
Baird Financial Group
Wisconsin
$999K
VAS
349
Vestmark Advisory Solutions
Massachusetts
$994K
SAM
350
Securian Asset Management
Minnesota
$987K