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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
EC
551
EntryPoint Capital
New York
$227K -$213K -5,439 -49%
RWM
552
Ritholtz Wealth Management
New York
$224K +$5.41K +138 +3%
TCA
553
Transcend Capital Advisors
New Jersey
$223K -$478K -12,188 -69%
CWG
554
Cornerstone Wealth Group
North Carolina
$223K +$2.86K +73 +1%
SPWG
555
Syntegra Private Wealth Group
Missouri
$220K +$213K +5,442 New
PNC
556
Park National Corp
Ohio
$219K
SF
557
Synovus Financial
Georgia
$219K
D.E. Shaw & Co
558
D.E. Shaw & Co
New York
$218K -$145K -3,700 -41%
BWMG
559
Barnes Wealth Management Group
California
$217K +$4.39K +112 +2%
MCM
560
Monarch Capital Management
Indiana
$217K
BC
561
Bridgefront Capital
Texas
$216K -$479K -12,220 -70%
OAM
562
Ostrum Asset Management
France
$215K -$5.96K -152 -3%
CA
563
Continuum Advisory
Idaho
$213K +$1.88K +48 +0.9%
ITIM
564
Indiana Trust & Investment Management
Indiana
$211K
RCAG
565
Rehmann Capital Advisory Group
Michigan
$211K +$3.53K +90 +2%
CGL
566
Clarius Group LLC
Washington
$209K -$28K -714 -12%
PS
567
Principal Securities
Iowa
$207K +$29.8K +759 +17%
KFSC
568
Keystone Financial Services (Colorado)
Colorado
$207K +$201K +5,137 New
AIP
569
Ameritas Investment Partners
Nebraska
$206K +$157 +4 +0.1%
CI
570
CX Institutional
Indiana
$205K -$2.16K -55 -1%
EFS
571
Essex Financial Services
Connecticut
$202K +$196K +5,006 New
PW
572
Pandora Wealth
Illinois
$202K
RFS
573
Richardson Financial Services
Massachusetts
$199K -$3.92K -100 -2%
AS
574
Altshuler Shaham
Israel
$193K +$187K +4,780 New
BTI
575
Blue Trust Inc
Georgia
$178K +$3.53K +90 +2%

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.