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795 hedge funds and large institutions have $17.7B invested in NiSource in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 297 increasing their positions, 240 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 58

24% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 240

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 734795 (+61)

7% more capital invested

Capital invested by funds: $16.5B → $17.7B (+$1.22B)

2.11% less ownership

Funds ownership: 96.15%94.05% (-2.1%)

35% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $16M

Holders
795
Holders Change
+61
Holders Change %
+8.31%
% of All Funds
10.66%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
129
Increased
297
Reduced
240
Closed
58
Calls
$10.4M
Puts
$16M
Net Calls
-$5.59M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B +$118M +3,050,420 +5%
BlackRock
2
BlackRock
New York
$1.91B -$90.7M -2,354,822 -5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$963M +$102M +2,650,827 +12%
State Street
4
State Street
Massachusetts
$953M +$33.8M +878,666 +4%
Deutsche Bank
5
Deutsche Bank
Germany
$586M -$85.7M -2,224,377 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$484M +$25.8M +670,580 +6%
Jennison Associates
7
Jennison Associates
New York
$464M +$33M +857,653 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$454M +$62.6M +1,624,894 +17%
JP Morgan Chase
9
JP Morgan Chase
New York
$400M -$156M -4,045,521 -29%
Cohen & Steers
10
Cohen & Steers
New York
$327M -$618K -16,032 -0.2%
Invesco
11
Invesco
Georgia
$317M -$11.2M -289,864 -4%
Capital International Investors
12
Capital International Investors
California
$282M +$40M +1,039,110 +17%
Franklin Resources
13
Franklin Resources
California
$266M -$511K -13,266 -0.2%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$240M -$1.12M -29,119 -0.5%
Goldman Sachs
15
Goldman Sachs
New York
$222M +$100M +2,605,923 +89%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$216M +$129M +3,356,880 +165%
Norges Bank
17
Norges Bank
Norway
$215M +$1.67M +43,399 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$196M +$28.5M +738,775 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$193M -$672K -17,453 -0.4%
Pictet Asset Management
20
Pictet Asset Management
Switzerland
$190M -$41M -1,064,679 -18%
Northern Trust
21
Northern Trust
Illinois
$186M +$7.95M +206,448 +5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$177M -$7.69M -199,565 -4%
Charles Schwab
23
Charles Schwab
California
$167M +$1.5M +38,822 +0.9%
WHRC
24
W.H. Reaves & Co
New Jersey
$167M +$4.89M +127,066 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$165M +$6.5M +168,727 +4%