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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
RAM
751
Riggs Asset Management
Pennsylvania
$3.45K
AG
752
AmeriFlex Group
Nevada
$3.31K +$39 +1 +1%
WPA
753
Wealth Preservation Advisors
Tennessee
$3.29K +$3.16K +82 New
SO
754
Sierra Ocean
California
$3.21K
HCM
755
Hollencrest Capital Management
California
$3.01K
CAL
756
Capital Advisors Ltd
Ohio
$3K
TH
757
TCTC Holdings
Texas
$2.97K
CAWM
758
Capital A Wealth Management
Pennsylvania
$2.85K +$2.04K +53 +294%
DPW
759
DiNuzzo Private Wealth
Pennsylvania
$2.61K +$308 +8 +14%
MSWM
760
Mowery & Schoenfeld Wealth Management
Illinois
$2.58K -$347 -9 -12%
BDPWM
761
Barnes Dennig Private Wealth Management
Ohio
$2.17K +$2.08K +54 New
SC
762
SouthState Corp
Florida
$2.17K +$2.08K +54 New
GJIA
763
Glass Jacobson Investment Advisors
Maryland
$2.06K
GKIM
764
GW&K Investment Management
Massachusetts
$2K
SWA
765
SOA Wealth Advisors
New York
$1.93K
SIC
766
SJS Investment Consulting
Ohio
$1.6K
CFO
767
CVA Family Office
Colorado
$1.6K +$616 +16 +67%
GFPC
768
Global Financial Private Client
Florida
$1.56K +$1.08K +28 +255%
PWMG
769
Prestige Wealth Management Group
New Jersey
$1.48K
RWM
770
Rialto Wealth Management
New York
$1.28K +$1.23K +32 New
WCM
771
WealthTrak Capital Management
Virginia
$1.2K +$385 +10 +50%
MEG
772
Millstone Evans Group
Colorado
$1.08K
AW
773
Avion Wealth
Texas
$1K
HFS
774
Hantz Financial Services
Michigan
$1K +$963 +25 New
OAJ
775
Ogorek Anthony Joseph
New York
$1K +$1.43K +37 New