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
CWS
801
Confluence Wealth Services
Pennsylvania
$568K
HA
802
Herold Advisors
New York
$567K
FSA
803
Financial Sense Advisors
California
$566K
AWA
804
Arkadios Wealth Advisors
Georgia
$565K
FCP
805
Fidelis Capital Partners
Florida
$564K
SOW
806
State of Wyoming
Wyoming
$562K
HBW
807
Hazlett, Burt & Watson
West Virginia
$562K
HIC
808
Holderness Investments Company
North Carolina
$561K
SB
809
Strategic Blueprint
Georgia
$559K
GVAG
810
Great Valley Advisor Group
Delaware
$554K
KFGK
811
Keystone Financial Group (Kentucky)
Kentucky
$551K
LCGC
812
Legacy Capital Group California
California
$551K
ECM
813
Evergreen Capital Management
Washington
$551K
BEI
814
Benjamin Edwards Inc
Missouri
$549K
EPM
815
Elm Partners Management
Pennsylvania
$549K
PEP
816
Pickering Energy Partners
Texas
$549K
CFP
817
Catalyst Financial Partners
Massachusetts
$548K
EW
818
Evoke Wealth
California
$548K
ERSOT
819
Employees Retirement System of Texas
Texas
$547K
AC
820
Avestar Capital
New York
$546K
AF
821
Allworth Financial
California
$544K
AC
822
Apella Capital
Connecticut
$536K
CAMG
823
CWA Asset Management Group
Florida
$535K
Polen Capital Management
824
Polen Capital Management
Florida
$534K
FB
825
Fulton Bank
Pennsylvania
$533K