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NiSource
NI

Overview Fund Activity

764 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, 322 increasing their positions, 251 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-23
Holders Change %
-2.92%
% of All Funds
10.25%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
73
Increased
322
Reduced
251
Closed
80
Calls
$9.8M
Puts
$16M
Net Calls
-$6.25M
Net Calls Change
-$660K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.64B
2
UBS Group
UBS Group
Switzerland
$179M
3
SCP
Soroban Capital Partners
New York
$179M
4
Citadel Advisors
Citadel Advisors
Florida
$110M
5
MIM
Merewether Investment Management
Texas
$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$91.7M
2
Goldman Sachs
Goldman Sachs
New York
$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$398M
5
Millennium Management
Millennium Management
New York
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$12.3M +$3.59M +88,978 +41%
SFI
127
Susquehanna Fundamental Investments
Pennsylvania
$12.2M -$4.5M -111,576 -27%
SC
128
SummitTX Capital
Texas
$11.8M -$3.24M -80,334 -21%
TI
129
Trexquant Investment
Connecticut
$11.2M -$10.5M -259,666 -48%
WorldQuant Millennium Advisors
130
WorldQuant Millennium Advisors
New York
$11.2M +$10.7M +265,585 +2,214%
ZP
131
Zimmer Partners
New York
$11.1M +$2.53M +62,773 +30%
SIA
132
Sit Investment Associates
Minnesota
$10.9M -$625K -15,500 -5%
SGI
133
Summit Global Investments
Utah
$10.8M +$8.63M +213,917 +405%
LI
134
Leeward Investments
Massachusetts
$10.5M -$232K -5,749 -2%
MHI
135
Miller Howard Investments
New York
$10.3M +$362K +8,976 +4%
ACG
136
Aventail Capital Group
New York
$10.2M -$128K -3,164 -1%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$10.1M +$10.2K +252 +0.1%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$10M +$87.2K +2,162 +0.9%
DZ Bank
139
DZ Bank
Germany
$9.92M -$8.75M -216,839 -47%
FAF
140
Fjarde Ap-fonden
Sweden
$9.8M +$1.21M +30,000 +14%
SPS
141
Susquehanna Portfolio Strategies
Pennsylvania
$9.73M +$9.73M +241,264 New
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$9.67M +$401K +9,942 +4%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$9.36M -$36.6M -908,269 -80%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$9.13M – – –
LPL Financial
145
LPL Financial
California
$9.06M -$392K -9,728 -4%
Calamos Advisors
146
Calamos Advisors
Illinois
$8.94M – – –
O
147
Ossiam
France
$8.87M +$8.73M +216,532 +6,244%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$8.87M +$244K +6,050 +3%
VanEck Associates
149
VanEck Associates
New York
$8.55M +$563K +13,959 +7%
BFS
150
Bradley Foster & Sargent
Connecticut
$8.53M – – –
4 5
6
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