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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
Wells Fargo
76
Wells Fargo
California
$33.4M
AllianceBernstein
77
AllianceBernstein
Tennessee
$33M
HSBC Holdings
78
HSBC Holdings
United Kingdom
$31M
TCA
79
Tortoise Capital Advisors
Kansas
$29.3M
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$28.9M
ETC
81
Exchange Traded Concepts
Oklahoma
$28.5M
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$28.1M
Prudential Financial
83
Prudential Financial
New Jersey
$26.5M
BPWM
84
Badgley Phelps Wealth Managers
Washington
$24.8M
TNB
85
Thomasville National Bank
Georgia
$24.7M
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$24.6M
SO
87
STRS Ohio
Ohio
$24M
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$23.5M
Canada Life
89
Canada Life
Manitoba, Canada
$23.2M
Neuberger Berman Group
90
Neuberger Berman Group
New York
$22.3M
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$21.1M
Citigroup
92
Citigroup
New York
$21.1M
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$20.7M
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$20.5M
SEI Investments
95
SEI Investments
Pennsylvania
$20.4M
BBL
96
Beck Bode LLC
Massachusetts
$20M
AIM
97
Artemis Investment Management
United Kingdom
$20M
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$19.7M
Aberdeen Group
99
Aberdeen Group
United Kingdom
$19.7M
CVA
100
Ceredex Value Advisors
Florida
$19.3M