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
KWA
851
Kingswood Wealth Advisors
California
$462K
ACA
852
Aptus Capital Advisors
Alabama
$459K
RIL
853
Rothschild Investment LLC
Illinois
$459K
DWM
854
Dynasty Wealth Management
Florida
$456K
RWM
855
Ritholtz Wealth Management
New York
$456K
PCM
856
Polymer Capital Management
New York
$454K
SG
857
StoneX Group
New York
$451K
GAA
858
Guardian Asset Advisors
Pennsylvania
$447K
AWM
859
Avaii Wealth Management
Wisconsin
$441K
KAS
860
KPP Advisory Services
Kentucky
$438K
BIM
861
Bridges Investment Management
Nebraska
$436K
CPIG
862
Chicago Partners Investment Group
Illinois
$434K
MAM
863
Meeder Asset Management
Ohio
$433K
FGP
864
Freestone Grove Partners
California
$433K
WC
865
Waterloo Capital
Texas
$432K
SAM
866
Smartleaf Asset Management
Massachusetts
$432K
AF
867
Apollon Financial
South Carolina
$432K
RS
868
Rakuten Securities
Japan
$432K
RBFC
869
Roman Butler Fullerton & Co
Missouri
$431K
BMCM
870
Burns Matteson Capital Management
New York
$430K
OCBCO
871
Oversea-Chinese Banking Corp (OCBC)
Singapore
$430K
FFA
872
Founders Financial Alliance
North Carolina
$430K
VAS
873
Vestmark Advisory Solutions
Massachusetts
$429K
DIA
874
Dana Investment Advisors
Wisconsin
$429K
TWM
875
Tripletail Wealth Management
Florida
$429K