1,333 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 518 increasing their positions, 464 reducing their positions, and 130 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: $ → $

1.53% less ownership

Funds ownership: 85.12%83.59% (-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
1,333
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
AG
576
Ascent Group
Virginia
$1.65M
ORI
577
Oak Ridge Investments
Illinois
$1.65M
UCFA
578
United Capital Financial Advisors
Texas
$1.64M
NP
579
Ninepoint Partners
Ontario, Canada
$1.63M
LAI
580
Legal Advantage Investments
California
$1.63M
QI
581
Qtron Investments
Massachusetts
$1.61M
FNT
582
First National Trust
Pennsylvania
$1.61M
SIA
583
Schear Investment Advisers
Ohio
$1.6M
SWP
584
Strategic Wealth Partners
Ohio
$1.59M
MCC
585
Money Concepts Capital
Florida
$1.59M
HIM
586
Hanlon Investment Management
New Jersey
$1.58M
ICM
587
IMS Capital Management
Oregon
$1.57M
JCM
588
JAT Capital Management
Connecticut
$1.57M
FCM
589
Fogel Capital Management
Florida
$1.55M
FRA
590
Frank Rimerman Advisors
California
$1.54M
MAS
591
Meeder Advisory Services
Ohio
$1.54M
IA
592
IFP Advisors
Florida
$1.54M
GLA
593
Great Lakes Advisors
Illinois
$1.54M
MFGM
594
Marshall Financial Group (Maryland)
Maryland
$1.54M
FFA
595
Florida Financial Advisors
Florida
$1.52M
MFG
596
Merit Financial Group
Georgia
$1.52M
DWA
597
Douglass Winthrop Advisors
New York
$1.51M
LB
598
Legacy Bridge
Iowa
$1.51M
D.E. Shaw & Co
599
D.E. Shaw & Co
New York
$1.5M
CWIG
600
Chung Wu Investment Group
Texas
$1.48M