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
GS
826
GWN Securities
Florida
$521K
IAIM
827
International Assets Investment Management
Florida
$518K
KFP
828
KMG Fiduciary Partners
Ohio
$516K
GAA
829
Global Assets Advisory
Florida
$516K
PTC
830
Private Trust Company
Ohio
$515K
QL
831
Quarry LP
New York
$513K
TFGT
832
TS Financial Group (TSFG)
Illinois
$511K
BCV
833
Banque Cantonale Vaudoise
Switzerland
$509K
JWM
834
Jackson Wealth Management
Florida
$508K
AGC
835
Aspen Grove Capital
Colorado
$508K
CG
836
Caprock Group
Idaho
$508K
SWP
837
Sagespring Wealth Partners
Tennessee
$506K
TSW
838
Three Seasons Wealth
Utah
$503K
IP
839
Investment Partners
Ohio
$501K
CPA
840
Capital Performance Advisors
California
$498K
RF
841
Rossby Financial
Florida
$493K
TA
842
TruWealth Advisors
Louisiana
$493K
GFP
843
Gryphon Financial Partners
Ohio
$490K
WFI
844
West Family Investments
California
$490K
QFA
845
Quantum Financial Advisors
California
$489K
PS
846
Principal Securities
Iowa
$487K
BFM
847
Boothbay Fund Management
New York
$487K
OWMIAS
848
One Wealth Management Investment & Advisory Services
Florida
$487K
BRWA
849
B. Riley Wealth Advisors
Florida
$484K
OWP
850
ORG Wealth Partners
Texas
$482K