1,323 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: $ → $

1.55% less ownership

Funds ownership: 85.12%83.57% (-1.6%)

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
1,323
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
FA
501
Fagan Associates
New York
$2.55M
PFS
502
Prospera Financial Services
Texas
$2.54M
HCWM
503
Hidden Cove Wealth Management
Washington
$2.52M
WS
504
Wedbush Securities
California
$2.5M
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$2.49M
MA
506
Mutual Advisors
Nebraska
$2.49M
HFS
507
Hantz Financial Services
Michigan
$2.49M
OE
508
October Effect
Virginia
$2.48M
FSA
509
Fort Sheridan Advisors
Illinois
$2.47M
KWM
510
Kingsview Wealth Management
Oregon
$2.46M
AC
511
Allstate Corporation
Illinois
$2.44M
CFM
512
Catalyst Funds Management
Australia
$2.43M
HCCM
513
Hudson Canyon Capital Management
New York
$2.4M
TMAM
514
Tokio Marine Asset Management
Japan
$2.39M
CIS
515
Custom Index Systems
New York
$2.39M
RWM
516
Rockline Wealth Management
New York
$2.37M
CCM
517
Coldstream Capital Management
Washington
$2.37M
MAM
518
Martingale Asset Management
Massachusetts
$2.36M
SIG
519
Stonegate Investment Group
Alabama
$2.35M
CF
520
Centaurus Financial
California
$2.32M
CRWM
521
Castle Rock Wealth Management
California
$2.28M
OS
522
Objectivity Squared
South Carolina
$2.27M
Vontobel Holding
523
Vontobel Holding
Switzerland
$2.24M
SCP
524
Stamos Capital Partners
California
$2.23M
GWMR
525
GC Wealth Management RIA
Massachusetts
$2.21M