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918 hedge funds and large institutions have $35.6B invested in Vistra in 2024 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 341 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 97

35% more capital invested

Capital invested by funds: $26.4B → $35.6B (+$9.17B)

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

20% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.48B

16% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 294

15% more funds holding

Funds holding: 797918 (+121)

1.22% less ownership

Funds ownership: 88.56%87.34% (-1.2%)

Holders
918
Holders Change
+121
Holders Change %
+15.18%
% of All Funds
13.18%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.66%
New
222
Increased
341
Reduced
294
Closed
97
Calls
$1.78B
Puts
$1.48B
Net Calls
+$299M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
701
Caprock Group
Idaho
$288K +$206K +2,430 New
C
702
Covestor
United Kingdom
$288K -$113K -1,335 -35%
AP
703
Americana Partners
Texas
$285K -$34.7K -409 -15%
PI
704
PFG Investments
New York
$284K +$204K +2,400 New
GAG
705
GM Advisory Group
New York
$281K +$201K +2,367 New
CAM
706
Cidel Asset Management
Ontario, Canada
$279K -$47.5K -560 -19%
AF
707
Apexium Financial
Texas
$279K -$4.24K -50 -2%
VCWA
708
Vanguard Capital Wealth Advisors
Colorado
$279K +$199K +2,350 New
VWA
709
Visionary Wealth Advisors
Illinois
$277K +$199K +2,339 New
GVAG
710
Great Valley Advisor Group
Delaware
$276K +$198K +2,330 New
VCP
711
Verus Capital Partners
Arizona
$276K +$198K +2,330 New
CPA
712
Capital Performance Advisors
California
$273K +$196K +2,305 New
OTPPB
713
Ontario Teachers' Pension Plan Board
Ontario, Canada
$272K -$6.25M -73,698 -97%
KAS
714
KPP Advisory Services
Kentucky
$270K +$194K +2,280 New
AIA
715
Affinity Investment Advisors
California
$269K -$6.28K -74 -3%
TSS
716
Two Sigma Securities
New York
$269K -$9.17K -108 -5%
CCP
717
Carmel Capital Partners
California
$268K +$192K +2,260 New
CHP
718
Cable Hill Partners
Oregon
$267K +$191K +2,250 New
GM
719
GeoWealth Management
Illinois
$266K +$23.9K +282 +14%
WSFS
720
Wilmington Savings Fund Society
Delaware
$263K +$188K +2,220 New
KJHP
721
K.J. Harrison & Partners
Ontario, Canada
$261K +$170K +2,000 New
PSP
722
Principal Street Partners
Tennessee
$260K -$854K -10,068 -80%
OAM
723
Oppenheimer Asset Management
New York
$259K -$65.8K -775 -26%
USWIA
724
UP Strategic Wealth Investment Advisors
Pennsylvania
$257K +$184K +2,166 New
FHA
725
Flagship Harbor Advisors
Massachusetts
$255K -$214K -2,527 -54%