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
VBCG
776
Valley Brook Capital Group
Pennsylvania
$605K
HH
777
Hilltop Holdings
Texas
$604K
AWA
778
Aaron Wealth Advisors
Illinois
$604K
EM
779
ELCO Management
New York
$602K
JSAM
780
J. Safra Asset Management
New York
$599K
GAG
781
GM Advisory Group
New York
$598K
CFP
782
Comprehensive Financial Planning
Pennsylvania
$595K
VWM
783
Vigilare Wealth Management
Arizona
$590K
CIP
784
Convergence Investment Partners
Florida
$589K
MUAMU
785
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$588K
BI
786
Bramshill Investments
Florida
$588K
GCM
787
Glaxis Capital Management
Florida
$588K
SF
788
Synovus Financial
Georgia
$582K
SP
789
SIH Partners
Delaware
$581K
CIA
790
Concurrent Investment Advisors
Florida
$577K
TC
791
Tairen Capital
Hong Kong
$574K
AIP
792
Ameritas Investment Partners
Nebraska
$569K
SCM
793
SIR Capital Management
New York
$568K
CWS
794
Confluence Wealth Services
Pennsylvania
$568K
HA
795
Herold Advisors
New York
$567K
FSA
796
Financial Sense Advisors
California
$566K
AWA
797
Arkadios Wealth Advisors
Georgia
$565K
FCP
798
Fidelis Capital Partners
Florida
$564K
SOW
799
State of Wyoming
Wyoming
$562K
HBW
800
Hazlett, Burt & Watson
West Virginia
$562K