1,324 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 513 increasing their positions, 463 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

less capital invested

Capital invested by funds: $ → $

1.54% less ownership

Funds ownership: 85.12%83.58% (-1.5%)

29% less funds holding in top 10

Funds holding in top 10: 6647 (-19)

30% less call options, than puts

Call options by funds: $2.47B | Put options by funds: $3.53B

Holders
1,324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.47B
Puts
$3.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
401
OMC Financial Services
New York
$4.57M
MA
402
Modus Advisors
Minnesota
$4.54M
EF
403
Empowered Funds
Pennsylvania
$4.53M
PCM
404
Penserra Capital Management
California
$4.5M
PA
405
Paralel Advisors
Colorado
$4.46M
Pathstone Holdings
406
Pathstone Holdings
New Jersey
$4.43M
MSU
407
Mizuho Securities USA
New York
$4.39M
LSPW
408
Lake Street Private Wealth
Illinois
$4.39M
PF
409
Phoenix Financial
Israel
$4.38M
IIA
410
IPG Investment Advisors
California
$4.32M
William Blair & Company
411
William Blair & Company
Illinois
$4.32M
Allianz Asset Management
412
Allianz Asset Management
Germany
$4.26M
DWM
413
Diversify Wealth Management
Utah
$4.16M
KRS
414
Kentucky Retirement Systems
Kentucky
$4.16M
FAB
415
First American Bank
Illinois
$4.14M
VFM
416
Viking Fund Management
North Dakota
$4.11M
SG Americas Securities
417
SG Americas Securities
New York
$4.06M
CP
418
CenterBook Partners
Connecticut
$4.06M
PCM
419
Prelude Capital Management
New York
$4.01M
WI
420
Westbourne Investments
Virginia
$3.99M
AI
421
Aperture Investors
New York
$3.97M
SCM
422
Shelton Capital Management
Colorado
$3.97M
VCM
423
Vennlight Capital Management
Connecticut
$3.95M
FIG
424
Fortress Investment Group
New York
$3.92M
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$3.91M