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
SRL
726
Scientech Research LLC
New Jersey
$789K
BHPW
727
Beverly Hills Private Wealth
California
$783K
UB
728
Umpqua Bank
Oregon
$780K
HI
729
Harbour Investments
Wisconsin
$776K
DA
730
Doliver Advisors
Texas
$776K
WMWM
731
Whitaker-Myers Wealth Managers
Ohio
$775K
DS
732
DRW Securities
Illinois
$772K
CCA
733
Checchi Capital Advisers
California
$763K
CRI
734
Colonial River Investments
Virginia
$748K
TA
735
TrueWealth Advisors
Alabama
$747K
BPA
736
Beacon Pointe Advisors
California
$745K
BCM
737
Brookstone Capital Management
Illinois
$739K
MGIA
738
Moneta Group Investment Advisors
Missouri
$738K
GCM
739
Graham Capital Management
Connecticut
$735K
1WA
740
180 Wealth Advisors
Washington
$729K
KFA
741
Kelleher Financial Advisors
New York
$729K
SAM
742
Shell Asset Management
Netherlands
$725K
FHA
743
Flagship Harbor Advisors
Massachusetts
$715K
AIM
744
Aigen Investment Management
New York
$715K
MFG
745
MidWestOne Financial Group
Iowa
$715K
DAS
746
Dynamic Advisor Solutions
Arizona
$706K
GF
747
Gabelli Funds
New York
$705K
HCM
748
Harvey Capital Management
Florida
$705K
BPC
749
Banque Pictet & Cie
Switzerland
$705K
LSV Asset Management
750
LSV Asset Management
Illinois
$705K