1,323 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 513 increasing their positions, 463 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: $ → $

1.54% 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
1,323
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
FSA
801
Financial Sense Advisors
California
$566K
AWA
802
Arkadios Wealth Advisors
Georgia
$565K
FCP
803
Fidelis Capital Partners
Florida
$564K
SOW
804
State of Wyoming
Wyoming
$562K
HBW
805
Hazlett, Burt & Watson
West Virginia
$562K
HIC
806
Holderness Investments Company
North Carolina
$561K
SB
807
Strategic Blueprint
Georgia
$559K
GVAG
808
Great Valley Advisor Group
Delaware
$554K
KFGK
809
Keystone Financial Group (Kentucky)
Kentucky
$551K
LCGC
810
Legacy Capital Group California
California
$551K
ECM
811
Evergreen Capital Management
Washington
$551K
BEI
812
Benjamin Edwards Inc
Missouri
$549K
EPM
813
Elm Partners Management
Pennsylvania
$549K
PEP
814
Pickering Energy Partners
Texas
$549K
CFP
815
Catalyst Financial Partners
Massachusetts
$548K
EW
816
Evoke Wealth
California
$548K
ERSOT
817
Employees Retirement System of Texas
Texas
$547K
AC
818
Avestar Capital
New York
$546K
AF
819
Allworth Financial
California
$544K
AC
820
Apella Capital
Connecticut
$536K
CAMG
821
CWA Asset Management Group
Florida
$535K
Polen Capital Management
822
Polen Capital Management
Florida
$534K
FB
823
Fulton Bank
Pennsylvania
$533K
PA
824
Parallel Advisors
California
$529K
VanEck Associates
825
VanEck Associates
New York
$528K