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
EFG
726
Everhart Financial Group
Ohio
$806K
TGIA
727
Torrey Growth & Income Advisors
California
$803K
NP
728
NorthRock Partners
Minnesota
$803K
HIP
729
Harrell Investment Partners
Texas
$801K
WWM
730
Whalen Wealth Management
Nevada
$799K
JF
731
Jump Financial
Illinois
$791K
SRL
732
Scientech Research LLC
New Jersey
$789K
BHPW
733
Beverly Hills Private Wealth
California
$783K
UB
734
Umpqua Bank
Oregon
$780K
HI
735
Harbour Investments
Wisconsin
$776K
DA
736
Doliver Advisors
Texas
$776K
WMWM
737
Whitaker-Myers Wealth Managers
Ohio
$775K
DS
738
DRW Securities
Illinois
$772K
CCA
739
Checchi Capital Advisers
California
$763K
CRI
740
Colonial River Investments
Virginia
$748K
TA
741
TrueWealth Advisors
Alabama
$747K
BPA
742
Beacon Pointe Advisors
California
$745K
BCM
743
Brookstone Capital Management
Illinois
$739K
MGIA
744
Moneta Group Investment Advisors
Missouri
$738K
GCM
745
Graham Capital Management
Connecticut
$735K
1WA
746
180 Wealth Advisors
Washington
$729K
KFA
747
Kelleher Financial Advisors
New York
$729K
SAM
748
Shell Asset Management
Netherlands
$725K
FHA
749
Flagship Harbor Advisors
Massachusetts
$715K
AIM
750
Aigen Investment Management
New York
$715K