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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$152M -$8.85M -225,640 -6%
Bank of America
27
Bank of America
North Carolina
$152M +$9.7M +247,332 +7%
WHRC
28
W.H. Reaves & Co
New Jersey
$150M -$16.9M -431,571 -10%
Goldman Sachs
29
Goldman Sachs
New York
$145M -$76.5M -1,950,131 -35%
DPIM
30
Duff & Phelps Investment Management
Illinois
$134M -$8.52M -217,226 -6%
MIM
31
Merewether Investment Management
Texas
$121M +$41.9M +1,069,363 +55%
Citadel Advisors
32
Citadel Advisors
Florida
$110M +$45.6M +1,163,946 +75%
Alkeon Capital Management
33
Alkeon Capital Management
New York
$103M +$3.92M +100,000 +4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$98.3M -$1.52M -38,805 -2%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$96M -$43.5M -1,110,588 -32%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$91.7M -$83.6M -2,133,132 -48%
First Trust Advisors
37
First Trust Advisors
Illinois
$78.9M -$4.21M -107,318 -5%
N
38
Nuveen
North Carolina
$78.5M +$6.02M +153,520 +9%
Prudential Financial
39
Prudential Financial
New Jersey
$78.2M +$20.5M +523,892 +37%
Principal Financial Group
40
Principal Financial Group
Iowa
$75.4M -$13.5M -343,943 -16%
Ameriprise
41
Ameriprise
Minnesota
$70.4M +$4.9M +124,994 +8%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$69.7M -$11.6M -294,671 -15%
BC
43
Brookfield Corp
Ontario, Canada
$69.2M -$5.14M -130,989 -7%
Amundi
44
Amundi
France
$67.9M +$17.3M +441,628 +34%
TG
45
TCW Group
California
$67.9M -$2.82M -71,799 -4%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$64.9M +$37.1M +946,870 +143%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$63.4M -$244K -6,213 -0.4%
BG
48
Bahl & Gaynor
Ohio
$58.2M -$1.19M -30,393 -2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$57.5M +$4.23M +108,000 +8%
EIP
50
Epoch Investment Partners
New York
$55.5M -$2.39M -60,870 -4%

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.