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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
MYIA
726
Mount Yale Investment Advisors
Colorado
$3.07K +$2.98K +76 New
HCM
727
Hollencrest Capital Management
California
$3.03K
CAL
728
Capital Advisors Ltd
Ohio
$3K
TH
729
TCTC Holdings
Texas
$2.98K
DPW
730
DiNuzzo Private Wealth
Pennsylvania
$2.74K +$118 +3 +5%
MSWM
731
Mowery & Schoenfeld Wealth Management
Illinois
$2.6K
SRCM
732
Signature Resources Capital Management
California
$2.46K +$2.39K +61 New
CFO
733
CVA Family Office
Colorado
$2.22K +$588 +15 +38%
SS
734
SBI Securities
Japan
$2.1K -$3.76K -96 -65%
DWM
735
Darwin Wealth Management
Florida
$2.02K -$5.57K -142 -74%
GKIM
736
GW&K Investment Management
Massachusetts
$2K
SWA
737
SOA Wealth Advisors
New York
$1.95K
WCM
738
WealthTrak Capital Management
Virginia
$1.61K +$392 +10 +33%
PWMG
739
Prestige Wealth Management Group
New Jersey
$1.49K
RWML
740
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.41K
DF
741
Dunhill Financial
United Kingdom
$1.33K -$2.51K -64 -66%
PWM
742
Proathlete Wealth Management
Florida
$1.13K +$1.1K +28 New
SC
743
Stephens Consulting
Michigan
$1.09K +$1.06K +27 New
MEG
744
Millstone Evans Group
Colorado
$1.09K
PWA
745
Principia Wealth Advisory
Texas
$1.05K +$314 +8 +44%
SC
746
SouthState Corp
Florida
$1.01K -$1.14K -29 -54%
AW
747
Avion Wealth
Texas
$1K
PWA
748
Physician Wealth Advisors
Utah
$969
SIC
749
SJS Investment Consulting
Ohio
$928 -$667 -17 -43%
BHWM
750
Bay Harbor Wealth Management
Maryland
$887 +$392 +10 +83%

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.