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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
PWA
801
Principia Wealth Advisory
Texas
$1.17K -$85 -2 -7%
MEG
802
Millstone Evans Group
Colorado
$1.13K
CFG
803
Clayton Financial Group
Missouri
$1.04K +$1.07K +25 New
AW
804
Avion Wealth
Texas
$1K -$85 -2 -6%
PCM
805
Penserra Capital Management
California
$1K +$769 +18 +150%
HFS
806
Hughes Financial Services
Virginia
$960 +$342 +8 +53%
AWM
807
Activest Wealth Management
Florida
$919
TFM
808
TFC Financial Management
Massachusetts
$885
LAS
809
Lloyd Advisory Services
Georgia
$876 +$897 +21 New
QWM
810
Quaker Wealth Management
New Jersey
$836 +$43 +1 +5%
UFF
811
USA Financial Formulas
Michigan
$835 -$781K -18,276 -100%
WWA
812
Wealth Watch Advisors
Colorado
$835 -$470 -11 -35%
WA
813
WestEnd Advisors
North Carolina
$835 -$85 -2 -9%
EP
814
Essential Partners
California
$835 +$854 +20 New
1CP
815
1015 Capital Partners
Pennsylvania
$793 +$812 +19 New
SC
816
SouthState Corp
Florida
$710 +$513 +12 +240%
ACA
817
American Capital Advisory
Idaho
$669 +$214 +5 +45%
HIA
818
HFM Investment Advisors
New Jersey
$627
CMA
819
Cedar Mountain Advisors
Oregon
$585
BWL
820
Bogart Wealth LLC
Virginia
$543
VWA
821
Valued Wealth Advisors
Utah
$376
CT
822
Colonial Trust
South Carolina
$376 +$384 +9 New
PWMG
823
Private Wealth Management Group
New Jersey
$251
RPA
824
Redwood Park Advisors
California
$209
IAS
825
IMA Advisory Services
Colorado
$208