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
CTB
676
Country Trust Bank
Illinois
$29.2K
AWA
677
Acumen Wealth Advisors
Tennessee
$27.6K +$28.2K +661 New
DE
678
DV Equities
Illinois
$27.5K +$28.2K +659 New
MFP
679
Meramec Financial Planners
Missouri
$27.5K +$26.7K +624 New
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$27.2K
BC
681
Barrett & Company
Rhode Island
$27.1K
TFIPS
682
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.1K +$27.8K +650 New
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$26.5K
ZBNA
684
Zions Bancorporation, National Association
Utah
$25.9K +$14.1K +330 +114%
SFG
685
Strive Financial Group
Indiana
$25.8K +$26.4K +618 New
AF
686
Advisornet Financial
Minnesota
$25.5K
CA
687
Crewe Advisors
Utah
$25.4K
WBC
688
West Branch Capital
Massachusetts
$25.3K +$85 +2 +0.3%
CT
689
Caldwell Trust
Florida
$24.8K
KFAS
690
Keating Financial Advisory Services
Kansas
$24.8K +$25.3K +593 New
SWM
691
Spire Wealth Management
Virginia
$24.4K
GA
692
GoalVest Advisory
New York
$23.8K
IAIM
693
International Assets Investment Management
Florida
$22.9K +$23.5K +549 New
CTC
694
Central Trust Company
Missouri
$22.6K +$4.27K +100 +23%
LI
695
LRI Investments
Florida
$22.3K
HIIFS
696
Harel Insurance Investments & Financial Services
Israel
$22K +$1.37K +32 +7%
PCTC
697
Perkins Coie Trust Company
Washington
$21.8K
BONH
698
Bank of New Hampshire
New Hampshire
$20.9K
FDCP
699
Foster Dykema Cabot & Partners
Massachusetts
$20.9K
SWIM
700
Smallwood Wealth Investment Management
New Jersey
$20.9K