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
10.15%
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
MA
651
MCF Advisors
Kentucky
$49.1K +$6.15K +144 +14%
SIM
652
Sentry Investment Management
Wisconsin
$49K
DT
653
DV Trading
Illinois
$47K +$48.1K +1,125 New
SWP
654
Strategic Wealth Partners
Ohio
$46.7K
AAG
655
Armstrong Advisory Group
Massachusetts
$46K
LWANC
656
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.5K +$46.6K +1,090 New
BWAM
657
Boyd Watterson Asset Management
Ohio
$44.9K
CSC
658
Caldwell Sutter Capital
California
$43K
TCOT
659
Trust Company of Toledo
Ohio
$41.8K
GWP
660
Gen-Wealth Partners
Michigan
$41.7K -$5.13K -120 -11%
SA
661
Seneschal Advisors
Washington
$41.3K
MCM
662
Manchester Capital Management
Vermont
$40.4K +$2.14K +50 +5%
DAM
663
Delta Asset Management
Tennessee
$40.1K -$1.5K -35 -4%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$38.3K +$2.56K +60 +7%
QC
665
Quent Capital
New York
$37.8K +$3.38K +79 +10%
BWA
666
Basecamp Wealth Advisors
Washington
$36.5K +$37.3K +874 New
RFG
667
REAP Financial Group
Texas
$35.3K +$4.96K +116 +16%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$33.9K +$2.73K +64 +9%
CSPIA
669
Cary Street Partners Investment Advisory
Virginia
$33.6K +$2.48K +58 +8%
AA
670
Ancora Advisors
Ohio
$33.6K +$34.3K +804 New
FCT
671
First Community Trust
Iowa
$33.1K
EW
672
Elyxium Wealth
California
$32.9K +$33.7K +789 New
CTA
673
Colonial Trust Advisors
South Carolina
$31.3K
GFA
674
Godfrey Financial Associates
New York
$29.8K +$30.5K +714 New
SSG
675
Summit Securities Group
New York
$29.6K -$4.44K -104 -13%