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NiSource
NI

910 hedge funds and large institutions have $21.9B invested in NiSource in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 396 increasing their positions, 247 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 247

50% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 70

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

26% more call options, than puts

Call options by funds: $22M | Put options by funds: $17.5M

3% more funds holding

Funds holding: 883 → 910 (+27)

1.14% more ownership

Funds ownership: 95.06% → 96.2% (+1.1%)

3% more capital invested

Capital invested by funds: $21.2B → $21.9B (+$714M)

Holders
910
Holders Change
+27
Holders Change %
+3.06%
% of All Funds
10.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
105
Increased
396
Reduced
247
Closed
70
Calls
$22M
Puts
$17.5M
Net Calls
+$4.49M
Net Calls Change
-$8.84M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$165M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$163M
3
Citadel Advisors
Citadel Advisors
Florida
+$138M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$113M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$81.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$945M
2
UBS Group
UBS Group
Switzerland
-$181M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$80.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$75.7M
5
CII
Capital International Inc
California
-$43.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
851
Marquette Asset Management
Minnesota
$2.81K -$899 -19 -24%
HFS
852
Hughes Financial Services
Virginia
$2.71K +$1.14K +24 +73%
BFPW
853
BOK Financial Private Wealth
Colorado
$2.62K +$2.6K +55 New
AA
854
Addison Advisors
Vermont
$2.47K +$189 +4 +8%
CCMI
855
Creative Capital Management Investments
California
$2.47K +$2.46K +52 New
HHCP
856
Hilton Head Capital Partners
South Carolina
$2.43K – – –
IPS
857
Investors Portfolio Services
Washington
$2.42K – – –
DWM
858
Darwin Wealth Management
Florida
$2.41K – – –
SWA
859
SOA Wealth Advisors
New York
$2.36K +$47 +1 +2%
APW
860
Allied Private Wealth
Florida
$2.35K +$2.37K +50 New
DF
861
Dunhill Financial
United Kingdom
$2.31K -$95 -2 -4%
SRCM
862
Signature Resources Capital Management
California
$2.19K – – –
MFS
863
Montgomery Financial Services
Maryland
$2.19K +$2.18K +46 New
Q1WB
864
Quest 10 Wealth Builders
Virginia
$2.14K -$237 -5 -10%
HNW
865
High Note Wealth
Minnesota
$2.04K +$1.85K +39 +975%
IGAM
866
iA Global Asset Management
Quebec, Canada
$2K +$899 +19 +119%
SFS
867
Sunrise Financial Services
Washington
$1.85K – – –
SC
868
SouthState Corp
Florida
$1.81K -$237 -5 -12%
AFG
869
Albion Financial Group
Utah
$1.67K – – –
AT
870
Arlington Trust
Alabama
$1.66K – – –
TAP
871
Tounjian Advisory Partners
Florida
$1.63K +$1.61K +34 New
HIA
872
HFM Investment Advisors
New Jersey
$1.38K +$663 +14 +93%
FIM
873
FWL Investment Management
Texas
$1.38K +$1.37K +29 New
SGFG
874
Silver Grove Financial Group
New York
$1.35K +$1.32K +28 New
ACA
875
American Capital Advisory
Idaho
$1.33K +$568 +12 +75%
33 34
35
36 37

NI Hedge Fund Activity: Q2 2026 in Review

910 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2026, worth a combined $21.9B — up 3.4% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new NI positions and 70 closed out — a net gain of 35 holders — while 396 added to existing stakes and 247 trimmed.

The largest buyer was BlackRock, adding an estimated $165M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $945M.

  • 910 institutional investors held NiSource (NI) as of Q2 2026, up from 883 in Q1 2026.
  • Funds reported $21.9B of NiSource stock for Q2 2026, up 3.4% quarter-over-quarter.
  • 105 funds opened new NiSource positions in Q2 2026 and 70 closed out, a net change of +35 holders.
  • The largest NiSource buyer in Q2 2026 was BlackRock, an estimated $165M added.
  • The largest NiSource seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $945M sold.

Based on aggregated 13F filings for Q2 2026.