We are live on ! Find out more

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
RBFC
751
Roman Butler Fullerton & Co
Missouri
$236K +$156K +1,836 New
JCM
752
Jacobi Capital Management
Pennsylvania
$235K +$168K +1,983 New
WWM
753
Western Wealth Management
Colorado
$235K +$168K +1,982 New
PIM
754
Plato Investment Management
Australia
$235K +$168K +1,984 New
HW
755
Hamilton Wealth
California
$232K -$118K -1,385 -41%
AWM
756
Apollon Wealth Management
South Carolina
$231K +$165K +1,950 New
DWM
757
Dynasty Wealth Management
Florida
$230K +$165K +1,943 New
WFA
758
WestHill Financial Advisors
California
$228K +$163K +1,925 New
SMH
759
Sanders Morris Harris
Texas
$225K +$161K +1,900 New
WAM
760
Worth Asset Management
Texas
$225K +$161K +1,897 New
DTL
761
Dynamic Technology Lab
Singapore
$222K +$159K +1,876 New
RA
762
Rise Advisors
New York
$221K +$255 +3 +0.2%
ARC
763
Advisor Resource Council
Texas
$220K +$158K +1,856 New
ELM
764
Elite Life Management
Florida
$218K +$156K +1,843 New
PWM
765
Perigon Wealth Management
California
$217K +$155K +1,831 New
FIA
766
Foundations Investment Advisors
Arizona
$216K +$155K +1,823 New
PCS
767
Personal CFO Solutions
New Jersey
$215K +$154K +1,814 New
TF
768
Trek Financial
Arizona
$213K +$153K +1,800 New
BWP
769
Balboa Wealth Partners
Arizona
$212K +$152K +1,786 New
MW
770
Marcum Wealth
Ohio
$211K +$151K +1,782 New
SG
771
StoneX Group
New York
$211K +$151K +1,780 New
WAP
772
Wealthcare Advisory Partners
Pennsylvania
$209K +$150K +1,764 New
LCGC
773
Legacy Capital Group California
California
$209K +$149K +1,759 New
PVI
774
Pine Valley Investments
New Jersey
$208K +$149K +1,753 New
SAM
775
Smartleaf Asset Management
Massachusetts
$206K -$53.2K -627 -26%