We are live on ! Find out more

834 hedge funds and large institutions have $19.3B invested in NiSource in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 311 increasing their positions, 258 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $25M | Put options by funds: $6.14M

112% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 57

21% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 258

6% more funds holding

Funds holding: 784834 (+50)

2.35% more ownership

Funds ownership: 94.54%96.89% (+2.3%)

0% more capital invested

Capital invested by funds: $19.3B → $19.3B (+$38M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
834
Holders Change
+50
Holders Change %
+6.38%
% of All Funds
10.14%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
121
Increased
311
Reduced
258
Closed
57
Calls
$25M
Puts
$6.14M
Net Calls
+$18.8M
Net Calls Change
-$77.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
526
Shepherd Financial Partners
Massachusetts
$322K -$641 -15 -0.2%
Balyasny Asset Management
527
Balyasny Asset Management
Illinois
$321K -$69.1M -1,616,848 -100%
MWM
528
Modern Wealth Management
Kansas
$313K -$2.52K -59 -0.8%
BAMG
529
Brand Asset Management Group
Missouri
$312K +$72K +1,686 +29%
Lido Advisors
530
Lido Advisors
California
$310K +$47.9K +1,122 +18%
LS
531
Livforsakringsbolaget Skandia
Sweden
$305K
HP
532
Hilltop Partners
Indiana
$299K
IWC
533
Integrated Wealth Concepts
Massachusetts
$298K +$34.5K +808 +13%
S
534
SignatureFD
Georgia
$297K -$8.16K -191 -3%
Fidelity International
535
Fidelity International
Bermuda
$295K +$122K +2,854 +68%
PA
536
Pinnacle Associates
New York
$293K +$1.97K +46 +0.7%
EWA
537
EverSource Wealth Advisors
Alabama
$292K +$22.9K +537 +8%
OIS
538
OneAscent Investment Solutions
Alabama
$289K -$256 -6 -0.1%
GIA
539
Gladstone Institutional Advisory
Florida
$288K -$310K -7,261 -51%
DJSG
540
D.J. St. Germain
Massachusetts
$284K +$8.63K +202 +3%
SPIA
541
Steward Partners Investment Advisory
New York
$283K +$13K +305 +5%
JCM
542
Jacobi Capital Management
Pennsylvania
$281K +$214 +5 +0.1%
RWM
543
Ritholtz Wealth Management
New York
$279K +$513 +12 +0.2%
RAM
544
Redmond Asset Management
Virginia
$279K
TI
545
Tidal Investments
Wisconsin
$278K -$34.8K -815 -11%
PSP
546
Principal Street Partners
Tennessee
$275K -$24.9K -584 -8%
CW
547
CreativeOne Wealth
Kansas
$273K -$49.1K -1,150 -15%
FHA
548
Flagship Harbor Advisors
Massachusetts
$273K +$85 +2 +0%
LRWA
549
Long Run Wealth Advisors
New York
$271K +$1.79K +42 +0.7%
SFI
550
Siemens Fonds Invest
Germany
$270K