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NiSource

827 hedge funds and large institutions have $19.3B invested in NiSource in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 311 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.32% more ownership

Funds ownership: 94.53%96.85% (+2.3%)

0% more capital invested

Capital invested by funds: $19.3B → $19.3B (+$33.3M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25M
Puts
$6.14M
Net Calls
Net Calls Change

Top Buyers

1 +$352M
2 +$144M
3 +$76.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$56M
5
UBS Group
UBS Group
Switzerland
+$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
801
Hughes Financial Services
Virginia
$960
AWM
802
Activest Wealth Management
Florida
$919
TFM
803
TFC Financial Management
Massachusetts
$885
LAS
804
Lloyd Advisory Services
Georgia
$876
QWM
805
Quaker Wealth Management
New Jersey
$836
UFF
806
USA Financial Formulas
Michigan
$835
WWA
807
Wealth Watch Advisors
Colorado
$835
WA
808
WestEnd Advisors
North Carolina
$835
SC
809
SouthState Corp
Florida
$710
ACA
810
American Capital Advisory
Idaho
$669
HIA
811
HFM Investment Advisors
New Jersey
$627
CMA
812
Cedar Mountain Advisors
Oregon
$585
BWL
813
Bogart Wealth LLC
Virginia
$543
VWA
814
Valued Wealth Advisors
Utah
$376
CT
815
Colonial Trust
South Carolina
$376
PWMG
816
Private Wealth Management Group
New Jersey
$251
RPA
817
Redwood Park Advisors
California
$209
IAS
818
IMA Advisory Services
Colorado
$208
SC
819
Stephens Consulting
Michigan
$168
HNW
820
High Note Wealth
Minnesota
$167
AWM
821
Abound Wealth Management
Tennessee
$150
AIM
822
Arcadia Investment Management
Michigan
$126
CIA
823
Cape Investment Advisory
Georgia
$125
DCM
824
Davis Capital Management
Florida
$42
CWP
825
Clark Wealth Partners
Illinois
$42