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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$160M -$10M -259,978 -6%
UBS AM
27
UBS AM
Illinois
$154M +$37.8M +981,329 +34%
DPIM
28
Duff & Phelps Investment Management
Illinois
$142M -$12.1M -313,880 -8%
Bank of America
29
Bank of America
North Carolina
$141M +$39.3M +1,019,446 +41%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$140M -$25.2M -654,314 -16%
SCP
31
Soroban Capital Partners
New York
$117M -$2.72M -70,700 -2%
UBS Group
32
UBS Group
Switzerland
$107M -$15.7M -407,527 -13%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$99.2M -$2.82M -73,085 -3%
Alkeon Capital Management
34
Alkeon Capital Management
New York
$98.7M +$94.8M +2,461,500 New
Principal Financial Group
35
Principal Financial Group
Iowa
$88.7M -$4.67M -121,187 -5%
First Trust Advisors
36
First Trust Advisors
Illinois
$82.7M +$8.25M +214,251 +12%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$81.1M -$2.02M -52,334 -3%
MIM
38
Merewether Investment Management
Texas
$77.6M +$24.9M +647,674 +50%
MBA
39
Maple-Brown Abbott
Australia
$75.1M -$16.9M -438,533 -19%
BC
40
Brookfield Corp
Ontario, Canada
$74.1M -$25.7M -666,956 -27%
N
41
Nuveen
North Carolina
$71.8M -$8.35M -216,700 -11%
TG
42
TCW Group
California
$70.3M +$1.92M +49,840 +3%
TSW
43
Thompson Siegel & Walmsley
Virginia
$69.4M -$31.7M -822,639 -32%
Barclays
44
Barclays
United Kingdom
$65.5M -$1.21M -31,283 -2%
Ameriprise
45
Ameriprise
Minnesota
$64.9M -$173K -4,500 -0.3%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$63.2M -$5.24M -136,083 -8%
Citadel Advisors
47
Citadel Advisors
Florida
$62.2M -$22M -571,794 -27%
ERSOT
48
Employees Retirement System of Texas
Texas
$59.5M -$22.5M -583,239 -28%
BG
49
Bahl & Gaynor
Ohio
$59.1M +$7.82M +203,059 +16%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$58.7M -$30.5M -790,913 -35%