1,255 hedge funds and large institutions have $55.9B invested in Vistra in 2025 Q2 according to their latest regulatory filings, with 279 funds opening new positions, 493 increasing their positions, 386 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+155
Holders Change %
+14.09%
% of All Funds
16.82%
Holding in Top 10
66
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+53.49%
% of All Funds
0.88%
New
279
Increased
493
Reduced
386
Closed
111
Calls
$3.13B
Puts
$3.53B
Net Calls
-$400M
Net Calls Change
-$94.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
826
Evergreen Capital Management
Washington
$473K -$37.4K -193 -7%
JSW
827
Journey Strategic Wealth
New Jersey
$470K -$46.5K -240 -9%
KWA
828
Kingswood Wealth Advisors
California
$468K -$15.7K -81 -3%
FCP
829
Fidelis Capital Partners
Florida
$464K -$31.3K -156 -6%
MW
830
MBL Wealth
North Carolina
$456K -$26.9K -139 -6%
CI
831
CX Institutional
Indiana
$455K +$90.5K +467 +25%
OWP
832
ORG Wealth Partners
Texas
$455K +$555 +3 +0.1%
SWP
833
Sagespring Wealth Partners
Tennessee
$454K +$454K +2,341 New
BCG
834
BayBridge Capital Group
California
$453K +$17.4K +90 +4%
DWT
835
Dorsey & Whitney Trust
South Dakota
$450K +$450K +2,324 New
FFG
836
Fiduciary Financial Group
California
$447K -$51.1K -276 -10%
RMF
837
Red Mountain Financial
Colorado
$443K -$14.3K -74 -3%
MCM
838
Manchester Capital Management
Vermont
$438K -$67.8K -350 -13%
GM
839
GeoWealth Management
Illinois
$437K +$77K +397 +21%
AF
840
Apexium Financial
Texas
$437K +$29.1K +150 +7%
SW
841
Simplicity Wealth
New Jersey
$432K +$432K +2,230 New
BIM
842
Bridges Investment Management
Nebraska
$432K +$7.17K +37 +2%
BMCM
843
Burns Matteson Capital Management
New York
$431K +$9.5K +49 +2%
GAA
844
Guardian Asset Advisors
Pennsylvania
$429K +$44.6K +230 +12%
TWM
845
Tripletail Wealth Management
Florida
$429K +$429K +2,129 New
FC
846
FORA Capital
Florida
$428K -$3.56M -18,352 -89%
JCM
847
Jacobi Capital Management
Pennsylvania
$428K +$39.1K +202 +10%
KAS
848
KPP Advisory Services
Kentucky
$427K -$44.4K -229 -9%
PCM
849
Park Capital Management
Wisconsin
$425K +$425K +2,193 New
RIL
850
Rothschild Investment LLC
Illinois
$424K +$261K +1,348 +160%