1,312 hedge funds and large institutions have $55.3B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 508 increasing their positions, 456 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: $ → $

1.73% less ownership

Funds ownership: 85.08%83.35% (-1.7%)

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
1,312
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
WS
501
Wedbush Securities
California
$2.5M
CNBTD
502
Citizens National Bank Trust Department
Mississippi
$2.49M
MA
503
Mutual Advisors
Nebraska
$2.49M
HFS
504
Hantz Financial Services
Michigan
$2.49M
OE
505
October Effect
Virginia
$2.48M
FSA
506
Fort Sheridan Advisors
Illinois
$2.47M
KWM
507
Kingsview Wealth Management
Oregon
$2.46M
AC
508
Allstate Corporation
Illinois
$2.44M
CFM
509
Catalyst Funds Management
Australia
$2.43M
HCCM
510
Hudson Canyon Capital Management
New York
$2.4M
TMAM
511
Tokio Marine Asset Management
Japan
$2.39M
CIS
512
Custom Index Systems
New York
$2.39M
RWM
513
Rockline Wealth Management
New York
$2.37M
CCM
514
Coldstream Capital Management
Washington
$2.37M
MAM
515
Martingale Asset Management
Massachusetts
$2.36M
SIG
516
Stonegate Investment Group
Alabama
$2.35M
CF
517
Centaurus Financial
California
$2.32M
CRWM
518
Castle Rock Wealth Management
California
$2.28M
OS
519
Objectivity Squared
South Carolina
$2.27M
Vontobel Holding
520
Vontobel Holding
Switzerland
$2.24M
SCP
521
Stamos Capital Partners
California
$2.23M
GWMR
522
GC Wealth Management RIA
Massachusetts
$2.21M
SCP
523
Sender Company & Partners
New York
$2.2M
TWC
524
TD Waterhouse Canada
Ontario, Canada
$2.19M
IWM
525
IHT Wealth Management
Illinois
$2.18M