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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
PWA
776
Physician Wealth Advisors
Utah
$963
MAS
777
MPWM Advisory Solutions
Georgia
$922
CWP
778
Clark Wealth Partners
Illinois
$922 +$886 +23 New
RWM
779
Ruedi Wealth Management
Illinois
$842
TFM
780
TFC Financial Management
Massachusetts
$769
PWA
781
Principia Wealth Advisory
Texas
$687 +$154 +4 +29%
HFS
782
Hughes Financial Services
Virginia
$606 +$578 +15 New
BHWM
783
Bay Harbor Wealth Management
Maryland
$481 +$462 +12 New
PWM
784
Parkworth Wealth Management
California
$361
VWA
785
Valued Wealth Advisors
Utah
$361
CT
786
Colonial Trust
South Carolina
$361 +$347 +9 New
ACA
787
American Capital Advisory
Idaho
$281 +$270 +7 New
HIA
788
HFM Investment Advisors
New Jersey
$241 +$231 +6 New
PWMG
789
Private Wealth Management Group
New Jersey
$201
RPA
790
Redwood Park Advisors
California
$201 +$193 +5 New
CAM
791
Chesapeake Asset Management
New York
$200
SFGP
792
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$200 +$193 +5 New
HNW
793
High Note Wealth
Minnesota
$160
GA
794
GoalVest Advisory
New York
$160 +$154 +4 New
CIA
795
Cape Investment Advisory
Georgia
$120
Point72 Asset Management
796
Point72 Asset Management
Connecticut
-$53.2M -1,447,335 Closed
Fidelity International
797
Fidelity International
Bermuda
-$49.4M -1,343,890 Closed
Balyasny Asset Management
798
Balyasny Asset Management
Illinois
-$23.6M -642,783 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
799
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$17.3M -471,648 Closed
ONB
800
Old National Bancorp
Indiana
-$13.3M -362,967 Closed