771 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, 252 reducing their positions, and 80 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 first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 788771 (-17)

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
771
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
I
401
InceptionR
California
$706K
PMA
402
Prudent Man Advisors
Illinois
$697K
MML Investors Services
403
MML Investors Services
Massachusetts
$690K
CSP
404
Cary Street Partners
Virginia
$685K
LP
405
LMR Partners
United Kingdom
$674K
NEI
406
Northwest & Ethical Investments
Ontario, Canada
$674K
Jacobs Levy Equity Management
407
Jacobs Levy Equity Management
New Jersey
$673K
JIC
408
Johnson Investment Counsel
Ohio
$665K
KWM
409
Kiker Wealth Management
Georgia
$662K
OAM
410
Oppenheimer Asset Management
New York
$661K
KeyBank National Association
411
KeyBank National Association
Ohio
$660K
AAS
412
Annex Advisory Services
Wisconsin
$658K
VWM
413
Venturi Wealth Management
Texas
$654K
HB
414
Horizon Bancorp
Indiana
$653K
SAM
415
Strategy Asset Managers
California
$650K
AMI
416
Amica Mutual Insurance
Rhode Island
$649K
VI
417
Vestcor Inc
New Brunswick, Canada
$631K
ASN
418
Advisory Services Network
Georgia
$625K
CAG
419
Csenge Advisory Group
Florida
$625K
CIM
420
Contravisory Investment Management
Massachusetts
$612K
CB
421
Commerce Bank
Missouri
$607K
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$606K
ABLA
423
Alan B. Lancz & Associates
Ohio
$596K
MC
424
Machina Capital
France
$594K
EF
425
Empirical Finance
Pennsylvania
$587K