We are live on ! Find out more

795 hedge funds and large institutions have $17.7B invested in NiSource in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 297 increasing their positions, 240 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 58

24% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 240

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 734795 (+61)

7% more capital invested

Capital invested by funds: $16.5B → $17.7B (+$1.22B)

2.11% less ownership

Funds ownership: 96.15%94.05% (-2.1%)

35% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $16M

Holders
795
Holders Change
+61
Holders Change %
+8.31%
% of All Funds
10.66%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
129
Increased
297
Reduced
240
Closed
58
Calls
$10.4M
Puts
$16M
Net Calls
-$5.59M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
726
Bellevue Asset Management
Washington
$7.39K +$39 +1 +0.5%
SCB
727
Saudi Central Bank
Saudi Arabia
$7.38K +$7.09K +184 New
BIA
728
Bell Investment Advisors
California
$7.26K
FWM
729
FSA Wealth Management
Massachusetts
$7.26K
WA
730
Whipplewood Advisors
Colorado
$7.1K +$77 +2 +1%
DWM
731
Darwin Wealth Management
Florida
$7.08K
S
732
Sachetta
Massachusetts
$7.06K -$501 -13 -7%
ST
733
Smithfield Trust
Pennsylvania
$6K
SS
734
SBI Securities
Japan
$5.93K -$770 -20 -12%
FHA
735
First Horizon Advisors
Tennessee
$5.89K +$847 +22 +18%
CPG
736
Cornerstone Planning Group
New Jersey
$5.86K +$4.93K +128 +610%
FMP
737
Financial Management Professionals
Texas
$5.17K +$3.58K +93 +258%
GEA
738
Glen Eagle Advisors
New Jersey
$4.72K
BCWM
739
Bartlett & Co Wealth Management
Ohio
$4.69K +$116 +3 +3%
TWD
740
True Wealth Design
Ohio
$4.61K +$3.43K +89 +342%
MLA
741
MB, Levis & Associates
Pennsylvania
$4.6K +$39 +1 +0.9%
MCM
742
MV Capital Management
Maryland
$4.57K
FAM
743
Flaharty Asset Management
Florida
$4.41K +$4.24K +110 New
WA
744
WPG Advisers
Maryland
$4.29K +$1.43K +37 +53%
TCM
745
TD Capital Management
Tennessee
$4.03K
CWC
746
Carolinas Wealth Consulting
North Carolina
$4.01K -$732 -19 -16%
DF
747
Dunhill Financial
United Kingdom
$3.88K -$270 -7 -7%
GSWM
748
Golden State Wealth Management
California
$3.69K
Q1WB
749
Quest 10 Wealth Builders
Virginia
$3.65K
RFA
750
Reyes Financial Architecture
California
$3.61K +$3.47K +90 New