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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B -$1.91M -46,159 -0.1%
BlackRock
2
BlackRock
New York
$2.09B -$7.57M -182,822 -0.4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.87B +$105M +2,547,465 +6%
State Street
4
State Street
Massachusetts
$1.11B +$35.4M +854,767 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$527M -$1.21M -29,212 -0.2%
Deutsche Bank
6
Deutsche Bank
Germany
$521M -$80.5M -1,943,847 -14%
Jennison Associates
7
Jennison Associates
New York
$413M -$91.4M -2,207,194 -19%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$407M -$19.4M -467,484 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$368M +$7.58M +183,203 +2%
Capital International Investors
10
Capital International Investors
California
$352M +$44.1M +1,065,591 +15%
Invesco
11
Invesco
Georgia
$346M -$830K -20,048 -0.3%
Franklin Resources
12
Franklin Resources
California
$274M -$9.24M -223,090 -3%
ZP
13
Zimmer Partners
New York
$255M +$232M +5,611,983 +2,041%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$248M -$8.25M -199,335 -3%
Cohen & Steers
15
Cohen & Steers
New York
$235M -$62.2M -1,501,230 -22%
SCP
16
Soroban Capital Partners
New York
$223M +$29.6M +714,922 +16%
WHRC
17
W.H. Reaves & Co
New Jersey
$217M +$53.3M +1,287,745 +35%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$194M -$486K -11,729 -0.3%
Northern Trust
19
Northern Trust
Illinois
$193M -$2.96M -71,402 -2%
Morgan Stanley
20
Morgan Stanley
New York
$190M -$18.8M -453,960 -9%
Charles Schwab
21
Charles Schwab
California
$184M +$1.11M +26,765 +0.6%
Goldman Sachs
22
Goldman Sachs
New York
$183M +$26.5M +639,634 +18%
Legal & General Group
23
Legal & General Group
United Kingdom
$176M -$6.92M -167,097 -4%
UBS AM
24
UBS AM
Illinois
$171M -$23.7M -573,038 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$166M -$33.3M -803,489 -17%

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.