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NiSource

827 hedge funds and large institutions have $19.3B invested in NiSource in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.32% more ownership

Funds ownership: 94.53%96.85% (+2.3%)

0% more capital invested

Capital invested by funds: $19.3B → $19.3B (+$33.3M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25M
Puts
$6.14M
Net Calls
Net Calls Change

Top Buyers

1 +$352M
2 +$144M
3 +$76.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$56M
5
UBS Group
UBS Group
Switzerland
+$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
501
Regent Peak Wealth Advisors
Georgia
$359K
BP
502
Ballentine Partners
Massachusetts
$357K
SC
503
Sapient Capital
Indiana
$346K
3IP
504
3Chopt Investment Partners
Virginia
$345K
BC
505
Bridgefront Capital
Texas
$343K
IWM
506
IHT Wealth Management
Illinois
$341K
SF
507
Summit Financial
New Jersey
$340K
KWM
508
Kingsview Wealth Management
Oregon
$340K
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$340K
HKIMG
510
Hutchens & Kramer Investment Management Group
Indiana
$337K
JWCA
511
J.W. Cole Advisors
Florida
$336K
MFIM
512
Mesirow Financial Investment Management
Illinois
$334K
LK
513
Lumbard & Kellner
New Hampshire
$334K
RFN
514
RDA Financial Network
Iowa
$333K
I
515
INVST
Indiana
$331K
CIA
516
Capital Investment Advisors
Georgia
$331K
MCWS
517
McKinley Carter Wealth Services
West Virginia
$331K
HAG
518
HighPoint Advisor Group
Illinois
$330K
II
519
Inspire Investing
Idaho
$329K
WIA
520
World Investment Advisors
California
$329K
BHPW
521
Beverly Hills Private Wealth
California
$324K
PMA
522
Prudent Man Advisors
Illinois
$324K
SFP
523
Shepherd Financial Partners
Massachusetts
$322K
Balyasny Asset Management
524
Balyasny Asset Management
Illinois
$321K
MWM
525
Modern Wealth Management
Kansas
$313K