NI icon

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
SOS
501
Silver Oak Securities
Tennessee
$305K
OIS
502
OneAscent Investment Solutions
Alabama
$305K
SCM
503
Stevens Capital Management
Pennsylvania
$303K
MWM
504
Modern Wealth Management
Kansas
$303K
AWA
505
Arkadios Wealth Advisors
Georgia
$302K
CIA
506
Capital Investment Advisors
Georgia
$300K
QC
507
Quaero Capital
Switzerland
$293K
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$291K
National Pension Service
509
National Pension Service
South Korea
$291K
LAM
510
Longboard Asset Management
Arizona
$290K
S
511
SignatureFD
Georgia
$289K
KAS
512
Kestra Advisory Services
Texas
$287K
HAG
513
HighPoint Advisor Group
Illinois
$285K
HP
514
Hilltop Partners
Indiana
$278K
SF
515
Summit Financial
New Jersey
$275K
DJSG
516
D.J. St. Germain
Massachusetts
$273K
JCM
517
Jacobi Capital Management
Pennsylvania
$271K
RAM
518
Redmond Asset Management
Virginia
$269K
CAM
519
Cresset Asset Management
Illinois
$266K
MPM
520
MBB Public Markets
Illinois
$264K
N
521
Natixis
France
$263K
FHA
522
Flagship Harbor Advisors
Massachusetts
$263K
SFI
523
Siemens Fonds Invest
Germany
$260K
LRWA
524
Long Run Wealth Advisors
New York
$258K
SA
525
Skyline Advisors
Washington
$257K