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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
BFS
751
Bare Financial Services
Pennsylvania
$807
RWM
752
Rialto Wealth Management
New York
$767
QWM
753
Quaker Wealth Management
New Jersey
$767
PWM
754
Parkworth Wealth Management
California
$726
HIA
755
HFM Investment Advisors
New Jersey
$645
HFS
756
Hughes Financial Services
Virginia
$628
AWM
757
Activest Wealth Management
Florida
$605
ACA
758
American Capital Advisory
Idaho
$565
AT
759
Arlington Trust
Alabama
$565
BWL
760
Bogart Wealth LLC
Virginia
$524
VWA
761
Valued Wealth Advisors
Utah
$364
CT
762
Clearstead Trust
Maine
$364
PWMG
763
Private Wealth Management Group
New Jersey
$243
RPA
764
Redwood Park Advisors
California
$202
SIS
765
Sound Income Strategies
Florida
$202
KG
766
Kilter Group
New York
$202
IAS
767
IMA Advisory Services
Colorado
$202
TIM
768
Tortoise Investment Management
New York
$202
HNW
769
High Note Wealth
Minnesota
$161
LFA
770
LGT Financial Advisors
Texas
$161
CIA
771
Cape Investment Advisory
Georgia
$121
Jane Street
772
Jane Street
New York
UOC
773
UBS O'Connor
Illinois
Capital Fund Management (CFM)
774
Capital Fund Management (CFM)
France
CIMLRA
775
CBRE Investment Management Listed Real Assets
Pennsylvania