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
BRWA
851
B. Riley Wealth Advisors
Florida
$484K
OWP
852
ORG Wealth Partners
Texas
$482K
PCIG
853
Partners Capital Investment Group
Massachusetts
$480K
JCM
854
J2 Capital Management
Michigan
$479K
CCMG
855
Clark Capital Management Group
Pennsylvania
$477K
JSW
856
Journey Strategic Wealth
New Jersey
$476K
FFG
857
Fiduciary Financial Group
California
$473K
CI
858
CX Institutional
Indiana
$464K
KWA
859
Kingswood Wealth Advisors
California
$462K
ACA
860
Aptus Capital Advisors
Alabama
$459K
RIL
861
Rothschild Investment LLC
Illinois
$459K
DWM
862
Dynasty Wealth Management
Florida
$456K
RWM
863
Ritholtz Wealth Management
New York
$456K
PCM
864
Polymer Capital Management
New York
$454K
SG
865
StoneX Group
New York
$451K
SI
866
Severin Investments
Missouri
$448K
GAA
867
Guardian Asset Advisors
Pennsylvania
$447K
AWM
868
Avaii Wealth Management
Wisconsin
$441K
KAS
869
KPP Advisory Services
Kentucky
$438K
BIM
870
Bridges Investment Management
Nebraska
$436K
CPIG
871
Chicago Partners Investment Group
Illinois
$434K
MAM
872
Meeder Asset Management
Ohio
$433K
FGP
873
Freestone Grove Partners
California
$433K
WC
874
Waterloo Capital
Texas
$432K
SAM
875
Smartleaf Asset Management
Massachusetts
$432K