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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
CFIA
151
Cantor Fitzgerald Investment Advisors
New York
$8.97M -$4.86M -117,347 -36%
New York State Common Retirement Fund
152
New York State Common Retirement Fund
New York
$8.84M -$919K -22,200 -10%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$8.74M +$934K +22,553 +12%
BL
154
BFSG LLC
California
$8.67M -$84.7K -2,045 -1%
QCM
155
Quantinno Capital Management
New York
$8.67M +$1.83M +44,264 +28%
WTB
156
Washington Trust Bank
Washington
$8.66M +$48.8K +1,179 +0.6%
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$8.58M -$215K -5,186 -3%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$8.4M -$545K -13,163 -6%
WCM
159
Wedge Capital Management
North Carolina
$8.35M +$1.13M +27,304 +17%
FAF
160
Första AP-fonden
Sweden
$8.29M +$2.6M +62,900 +49%
BS
161
Banco Santander
Spain
$7.81M
WHGC
162
Wealth High Governance Capital
Brazil
$7.79M +$7.45M +180,000 New
NIM
163
NEOS Investment Management
Connecticut
$7.78M +$2.83M +68,291 +61%
DILIC
164
Dai-ichi Life Insurance Company
Japan
$7.72M +$1.26M +30,347 +21%
PE
165
Point72 Europe
United Kingdom
$7.71M +$7.37M +178,100 New
II
166
IFM Investors
Australia
$7.71M +$541K +13,060 +8%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$7.63M
RC
168
Resolution Capital
Australia
$7.58M +$1.09M +26,253 +18%
Stifel Financial
169
Stifel Financial
Missouri
$7.55M +$295K +7,135 +4%
BG
170
Bollard Group
Massachusetts
$7.23M +$380K +9,176 +6%
MOACM
171
Mutual of America Capital Management
New York
$7.16M -$110K -2,659 -2%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.09M -$28.5K -688 -0.4%
Credit Agricole
173
Credit Agricole
France
$6.96M +$6.66M +160,815 New
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$6.95M +$489K +11,815 +8%
SC
175
SummitTX Capital
Texas
$6.91M -$5.55M -133,994 -46%

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.