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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
TCA
551
Transcend Capital Advisors
New Jersey
$223K
CWG
552
Cornerstone Wealth Group
North Carolina
$223K
SPWG
553
Syntegra Private Wealth Group
Missouri
$220K
PNC
554
Park National Corp
Ohio
$219K
SF
555
Synovus Financial
Georgia
$219K
D.E. Shaw & Co
556
D.E. Shaw & Co
New York
$218K
BWMG
557
Barnes Wealth Management Group
California
$217K
MCM
558
Monarch Capital Management
Indiana
$217K
BC
559
Bridgefront Capital
Texas
$216K
OAM
560
Ostrum Asset Management
France
$215K
CA
561
Continuum Advisory
Idaho
$213K
ITIM
562
Indiana Trust & Investment Management
Indiana
$211K
RCAG
563
Rehmann Capital Advisory Group
Michigan
$211K
CGL
564
Clarius Group LLC
Washington
$209K
PS
565
Principal Securities
Iowa
$207K
KFSC
566
Keystone Financial Services (Colorado)
Colorado
$207K
AIP
567
Ameritas Investment Partners
Nebraska
$206K
CI
568
CX Institutional
Indiana
$205K
EFS
569
Essex Financial Services
Connecticut
$202K
PW
570
Pandora Wealth
Illinois
$202K
RFS
571
Richardson Financial Services
Massachusetts
$199K
AS
572
Altshuler Shaham
Israel
$193K
BTI
573
Blue Trust Inc
Georgia
$178K
Fidelity International
574
Fidelity International
Bermuda
$170K
VCM
575
Versant Capital Management
Arizona
$167K