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NiSource

772 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, 254 reducing their positions, and 83 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 funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 83

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
772
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
EC
551
EntryPoint Capital
New York
$227K
RWM
552
Ritholtz Wealth Management
New York
$224K
TCA
553
Transcend Capital Advisors
New Jersey
$223K
CWG
554
Cornerstone Wealth Group
North Carolina
$223K
SPWG
555
Syntegra Private Wealth Group
Missouri
$220K
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
BWMG
559
Barnes Wealth Management Group
California
$217K
MCM
560
Monarch Capital Management
Indiana
$217K
BC
561
Bridgefront Capital
Texas
$216K
OAM
562
Ostrum Asset Management
France
$215K
CA
563
Continuum Advisory
Idaho
$213K
ITIM
564
Indiana Trust & Investment Management
Indiana
$211K
RCAG
565
Rehmann Capital Advisory Group
Michigan
$211K
CGL
566
Clarius Group LLC
Washington
$209K
PS
567
Principal Securities
Iowa
$207K
KFSC
568
Keystone Financial Services (Colorado)
Colorado
$207K
AIP
569
Ameritas Investment Partners
Nebraska
$206K
CI
570
CX Institutional
Indiana
$205K
EFS
571
Essex Financial Services
Connecticut
$202K
PW
572
Pandora Wealth
Illinois
$202K
RFS
573
Richardson Financial Services
Massachusetts
$199K
AS
574
Altshuler Shaham
Israel
$193K
BTI
575
Blue Trust Inc
Georgia
$178K