We are live on ! Find out more
NI icon

NiSource

784 hedge funds and large institutions have $19.3B invested in NiSource in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 272 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

129% more call options, than puts

Call options by funds: $171M | Put options by funds: $74.4M

29% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 77

5% more capital invested

Capital invested by funds: $18.3B → $19.3B (+$973M)

1% more funds holding

Funds holding: 773784 (+11)

0% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 272

1.87% less ownership

Funds ownership: 96.41%94.54% (-1.9%)

Holders
784
Holders Change
+11
Holders Change %
+1.42%
% of All Funds
10.29%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.11%
New
99
Increased
272
Reduced
272
Closed
77
Calls
$171M
Puts
$74.4M
Net Calls
+$96.1M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
126
Picton Mahoney Asset Management
Ontario, Canada
$11.7M -$2.89M -69,883 -21%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$11.5M +$11M +264,593 New
SGI
128
Summit Global Investments
Utah
$11.4M -$150K -3,623 -1%
DZ Bank
129
DZ Bank
Germany
$11.2M +$503K +12,145 +5%
Korea Investment Corp
130
Korea Investment Corp
South Korea
$11.2M -$5.67M -137,032 -35%
ACG
131
Aventail Capital Group
New York
$10.9M
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$10.8M +$6.3M +152,126 +157%
SFI
133
Susquehanna Fundamental Investments
Pennsylvania
$10.8M -$2.18M -52,566 -17%
LPL Financial
134
LPL Financial
California
$10.6M +$817K +19,740 +9%
TI
135
Trexquant Investment
Connecticut
$10.6M -$1.43M -34,651 -12%
MHI
136
Miller Howard Investments
New York
$10.5M -$508K -12,267 -5%
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$10.5M -$3.63M -87,586 -27%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$10.4M -$345K -8,322 -3%
WorldQuant Millennium Advisors
139
WorldQuant Millennium Advisors
New York
$10.2M -$1.72M -41,647 -15%
SIA
140
Sit Investment Associates
Minnesota
$9.75M -$1.85M -44,789 -17%
VanEck Associates
141
VanEck Associates
New York
$9.65M +$449K +10,835 +5%
Calamos Advisors
142
Calamos Advisors
Illinois
$9.6M
MIM
143
MetLife Investment Management
New Jersey
$9.39M +$303K +7,326 +3%
Universal-Beteiligungs- und Servicegesellschaft
144
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.26M +$633K +15,282 +8%
AWM
145
AE Wealth Management
Kansas
$9.21M +$895K +21,627 +11%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$9.16M -$341K -8,237 -4%
BFS
147
Bradley Foster & Sargent
Connecticut
$9.15M
DnB Asset Management
148
DnB Asset Management
Norway
$9.15M +$182K +4,393 +2%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$9.02M +$1.21M +29,294 +16%
SPS
150
Susquehanna Portfolio Strategies
Pennsylvania
$9M -$1.39M -33,476 -14%

NI Hedge Fund Activity: Q3 2025 in Review

784 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2025, worth a combined $19.3B — up 5.3% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new NI positions and 77 closed out — a net gain of 22 holders — while 272 added to existing stakes and 272 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $232M. The largest seller was Bank of Montreal, cutting an estimated $112M.

  • 784 institutional investors held NiSource (NI) as of Q3 2025, up from 773 in Q2 2025.
  • Funds reported $19.3B of NiSource stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 99 funds opened new NiSource positions in Q3 2025 and 77 closed out, a net change of +22 holders.
  • The largest NiSource buyer in Q3 2025 was Zimmer Partners, an estimated $232M added.
  • The largest NiSource seller in Q3 2025 was Bank of Montreal, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2025.