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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
CAM
601
Costello Asset Management
Pennsylvania
$60.5K
HIA
602
Harbor Investment Advisory
Maryland
$60.5K
HWM
603
Hemington Wealth Management
Virginia
$60K
CFB
604
Cullen/Frost Bankers
Texas
$58.9K
MSE
605
MUFG Securities EMEA
United Kingdom
$55.8K
CH
606
Cromwell Holdings
Wyoming
$55.1K
RA
607
Rise Advisors
New York
$54.6K
BHWM
608
Beaird Harris Wealth Management
Texas
$53.6K
LWMI
609
Legacy Wealth Management (Idaho)
Idaho
$52.2K
LIS
610
Legacy Investment Solutions
Idaho
$52.2K
LFG
611
Larson Financial Group
Missouri
$50.6K
CA
612
Clearstead Advisors
Ohio
$45.8K
GWP
613
Gen-Wealth Partners
Michigan
$45.1K
SWP
614
Strategic Wealth Partners
Ohio
$45.1K
AAG
615
Armstrong Advisory Group
Massachusetts
$44.5K
OL
616
OneFund LLC
Florida
$44K
BWAM
617
Boyd Watterson Asset Management
Ohio
$43.4K
CSC
618
Caldwell Sutter Capital
California
$41.5K
MA
619
MCF Advisors
Kentucky
$41.5K
DAM
620
Delta Asset Management
Tennessee
$41.3K
TCOT
621
Trust Company of Toledo
Ohio
$40.3K
GIA
622
GHP Investment Advisors
Colorado
$39.3K
TCM
623
Traub Capital Management
Massachusetts
$39.1K
CAWM
624
Capital A Wealth Management
Pennsylvania
$38.9K
LCM
625
Logan Capital Management
Pennsylvania
$35.9K