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NiSource

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
WIA
476
World Investment Advisors
California
$350K
IWM
477
IHT Wealth Management
Illinois
$348K
Vontobel Holding
478
Vontobel Holding
Switzerland
$347K
AssetMark Inc
479
AssetMark Inc
California
$341K
AWS
480
Atria Wealth Solutions
New York
$340K
EI
481
Ethic Inc
New York
$340K
IWC
482
Integrated Wealth Concepts
Massachusetts
$337K
RFC
483
Regions Financial Corp
Alabama
$337K
PSP
484
Principal Street Partners
Tennessee
$334K
3IP
485
3Chopt Investment Partners
Virginia
$333K
MFIM
486
Mesirow Financial Investment Management
Illinois
$333K
GWM
487
Geneos Wealth Management
Colorado
$330K
MFG
488
Merit Financial Group
Georgia
$330K
BFC
489
Bedel Financial Consulting
Indiana
$329K
BBHC
490
Brown Brothers Harriman & Co
New York
$328K
HKIMG
491
Hutchens & Kramer Investment Management Group
Indiana
$323K
BHPW
492
Beverly Hills Private Wealth
California
$323K
JWCA
493
J.W. Cole Advisors
Florida
$323K
LK
494
Lumbard & Kellner
New Hampshire
$323K
DTL
495
Dynamic Technology Lab
Singapore
$318K
I
496
INVST
Indiana
$316K
HFM
497
Harvest Fund Management
China
$310K
NW
498
NewEdge Wealth
Pennsylvania
$310K
CL
499
Choreo LLC
Illinois
$309K
SFP
500
Shepherd Financial Partners
Massachusetts
$309K