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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
ARMT
601
Amica Retiree Medical Trust
Rhode Island
$65K
BA
602
Bellwether Advisors
Nebraska
$60.7K
CAM
603
Costello Asset Management
Pennsylvania
$60.5K
HIA
604
Harbor Investment Advisory
Maryland
$60.5K
HWM
605
Hemington Wealth Management
Virginia
$60K
CFB
606
Cullen/Frost Bankers
Texas
$58.9K
MSE
607
MUFG Securities EMEA
United Kingdom
$55.8K
CH
608
Cromwell Holdings
Wyoming
$55.1K
RA
609
Rise Advisors
New York
$54.6K
BHWM
610
Beaird Harris Wealth Management
Texas
$53.6K
LWMI
611
Legacy Wealth Management (Idaho)
Idaho
$52.2K
LIS
612
Legacy Investment Solutions
Idaho
$52.2K
LFG
613
Larson Financial Group
Missouri
$50.6K
CA
614
Clearstead Advisors
Ohio
$45.8K
GWP
615
Gen-Wealth Partners
Michigan
$45.1K
SWP
616
Strategic Wealth Partners
Ohio
$45.1K
AAG
617
Armstrong Advisory Group
Massachusetts
$44.5K
OL
618
OneFund LLC
Florida
$44K
BWAM
619
Boyd Watterson Asset Management
Ohio
$43.4K
CSC
620
Caldwell Sutter Capital
California
$41.5K
MA
621
MCF Advisors
Kentucky
$41.5K
DAM
622
Delta Asset Management
Tennessee
$41.3K
TCOT
623
Trust Company of Toledo
Ohio
$40.3K
GIA
624
GHP Investment Advisors
Colorado
$39.3K
TCM
625
Traub Capital Management
Massachusetts
$39.1K