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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
EWP
776
Elevation Wealth Partners
California
$3.3K +$1.97K +46 +139%
AUB
777
Atlantic Union Bankshares
Virginia
$3.26K
EWM
778
Evolution Wealth Management
Florida
$3.26K +$3.33K +78 New
HCM
779
Hollencrest Capital Management
California
$3.13K
TH
780
TCTC Holdings
Texas
$3.09K
CAL
781
Capital Advisors Ltd
Ohio
$3K
TCM
782
Tradewinds Capital Management
Washington
$2.88K
DPW
783
DiNuzzo Private Wealth
Pennsylvania
$2.84K
MSWM
784
Mowery & Schoenfeld Wealth Management
Illinois
$2.69K
FHC
785
First Horizon Corporation
Tennessee
$2.59K
SIC
786
SJS Investment Consulting
Ohio
$2.38K +$1.45K +34 +148%
SS
787
SBI Securities
Japan
$2.3K -$3.25K -76 -58%
CFO
788
CVA Family Office
Colorado
$2.3K
IPS
789
Investors Portfolio Services
Washington
$2.15K +$2.22K +52 New
HHCP
790
Hilton Head Capital Partners
South Carolina
$2.13K +$2.18K +51 New
DWM
791
Darwin Wealth Management
Florida
$2.09K
SWA
792
SOA Wealth Advisors
New York
$2.05K
GKIM
793
GW&K Investment Management
Massachusetts
$2K
SRCM
794
Signature Resources Capital Management
California
$1.92K
BHWM
795
Bay Harbor Wealth Management
Maryland
$1.84K +$684 +16 +57%
DF
796
Dunhill Financial
United Kingdom
$1.8K +$427 +10 +30%
SFS
797
Sunrise Financial Services
Washington
$1.63K +$1.67K +39 New
PWMG
798
Prestige Wealth Management Group
New Jersey
$1.55K
RCM
799
Richardson Capital Management
Wisconsin
$1.25K +$1.28K +30 New
RWM
800
Rialto Wealth Management
New York
$1.17K +$128 +3 +12%