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, 507 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
HIC
801
Holderness Investments Company
North Carolina
$561K
SB
802
Strategic Blueprint
Georgia
$559K
GVAG
803
Great Valley Advisor Group
Delaware
$554K
KFGK
804
Keystone Financial Group (Kentucky)
Kentucky
$551K
LCGC
805
Legacy Capital Group California
California
$551K
ECM
806
Evergreen Capital Management
Washington
$551K
BEI
807
Benjamin Edwards Inc
Missouri
$549K
EPM
808
Elm Partners Management
Pennsylvania
$549K
PEP
809
Pickering Energy Partners
Texas
$549K
CFP
810
Catalyst Financial Partners
Massachusetts
$548K
EW
811
Evoke Wealth
California
$548K
ERSOT
812
Employees Retirement System of Texas
Texas
$547K
AC
813
Avestar Capital
New York
$546K
AC
814
Apella Capital
Connecticut
$536K
CAMG
815
CWA Asset Management Group
Florida
$535K
Polen Capital Management
816
Polen Capital Management
Florida
$534K
FB
817
Fulton Bank
Pennsylvania
$533K
PA
818
Parallel Advisors
California
$529K
VanEck Associates
819
VanEck Associates
New York
$528K
GS
820
GWN Securities
Florida
$521K
IAIM
821
International Assets Investment Management
Florida
$518K
KFP
822
KMG Fiduciary Partners
Ohio
$516K
GAA
823
Global Assets Advisory
Florida
$516K
PTC
824
Private Trust Company
Ohio
$515K
QL
825
Quarry LP
New York
$513K