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NiSource

828 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, 258 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: 94.54%96.87% (+2.3%)

0% more capital invested

Capital invested by funds: $19.3B → $19.3B (+$32.7M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
828
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
MWM
526
Modern Wealth Management
Kansas
$313K
BAMG
527
Brand Asset Management Group
Missouri
$312K
Lido Advisors
528
Lido Advisors
California
$310K
LS
529
Livforsakringsbolaget Skandia
Sweden
$305K
HP
530
Hilltop Partners
Indiana
$299K
IWC
531
Integrated Wealth Concepts
Massachusetts
$298K
S
532
SignatureFD
Georgia
$297K
Fidelity International
533
Fidelity International
Bermuda
$295K
PA
534
Pinnacle Associates
New York
$293K
EWA
535
EverSource Wealth Advisors
Alabama
$292K
OIS
536
OneAscent Investment Solutions
Alabama
$289K
GIA
537
Gladstone Institutional Advisory
Florida
$288K
DJSG
538
D.J. St. Germain
Massachusetts
$284K
SPIA
539
Steward Partners Investment Advisory
New York
$283K
JCM
540
Jacobi Capital Management
Pennsylvania
$281K
RWM
541
Ritholtz Wealth Management
New York
$279K
RAM
542
Redmond Asset Management
Virginia
$279K
TI
543
Tidal Investments
Wisconsin
$278K
PSP
544
Principal Street Partners
Tennessee
$275K
CW
545
CreativeOne Wealth
Kansas
$273K
FHA
546
Flagship Harbor Advisors
Massachusetts
$273K
LRWA
547
Long Run Wealth Advisors
New York
$271K
SFI
548
Siemens Fonds Invest
Germany
$270K
WS
549
Wedbush Securities
California
$268K
SA
550
Skyline Advisors
Washington
$266K