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
SCM
651
Stevens Capital Management
Pennsylvania
$1.16M
SWM
652
Segment Wealth Management
Texas
$1.16M
LAM
653
L2 Asset Management
Massachusetts
$1.16M
WBC
654
Westpac Banking Corp
Australia
$1.15M
GP
655
Guardian Partners
Canada
$1.15M
WE
656
Wealth Effects
Massachusetts
$1.13M
Aviva
657
Aviva
United Kingdom
$1.13M
KCM
658
Kendall Capital Management
Maryland
$1.12M
MK
659
MASTERINVEST Kapitalanlage
$1.11M
TAP
660
Tounjian Advisory Partners
Florida
$1.11M
FFA
661
Farther Finance Advisors
California
$1.11M
ACM
662
Aljian Capital Management
Nevada
$1.11M
CAM
663
Costello Asset Management
Pennsylvania
$1.1M
ECM
664
Elgethun Capital Management
South Dakota
$1.1M
Loomis, Sayles & Company
665
Loomis, Sayles & Company
Massachusetts
$1.09M
OIA
666
OneDigital Investment Advisors
Kansas
$1.09M
VCP
667
Verus Capital Partners
Arizona
$1.09M
SPC
668
Sigma Planning Corp
Michigan
$1.08M
ACM
669
Advisors Capital Management
New Jersey
$1.08M
HCM
670
Huber Capital Management
California
$1.07M
AWM
671
Axxcess Wealth Management
California
$1.05M
MC
672
Moors & Cabot
Massachusetts
$1.04M
HNB
673
Huntington National Bank
Ohio
$1.03M
JFG
674
Jefferies Financial Group
New York
$1.03M
SDIC
675
South Dakota Investment Council
South Dakota
$1.02M