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918 hedge funds and large institutions have $35.6B invested in Vistra in 2024 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 341 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 97

35% more capital invested

Capital invested by funds: $26.4B → $35.6B (+$9.17B)

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

20% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.48B

16% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 294

15% more funds holding

Funds holding: 797918 (+121)

1.22% less ownership

Funds ownership: 88.56%87.34% (-1.2%)

Holders
918
Holders Change
+121
Holders Change %
+15.18%
% of All Funds
13.18%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.66%
New
222
Increased
341
Reduced
294
Closed
97
Calls
$1.78B
Puts
$1.48B
Net Calls
+$299M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
876
Capital Analysts LLC
Pennsylvania
$7K +$4.92K +58 New
WWM
877
Wolff Wiese Magana
California
$6.88K +$424 +5 +9%
VWA
878
Valued Wealth Advisors
Utah
$5.93K +$1.19K +14 +39%
CSB
879
City State Bank
Iowa
$5.93K
CAC
880
Core Alternative Capital
Georgia
$5.81K
NMM
881
Naples Money Management
Florida
$5.69K -$509 -6 -11%
KSB
882
Kennebec Savings Bank
Maine
$5.22K +$3.73K +44 New
DPW
883
DiNuzzo Private Wealth
Pennsylvania
$4.98K -$509 -6 -13%
GAG
884
Goodman Advisory Group
Massachusetts
$4.86K +$3.48K +41 New
AWM
885
Abound Wealth Management
Tennessee
$4.39K +$3.14K +37 New
CPG
886
Cornerstone Planning Group
New Jersey
$4.09K +$1.19K +14 +78%
AW
887
Avion Wealth
Texas
$4K -$509 -6 -14%
WTA
888
Washington Trust Advisors
Massachusetts
$3.84K +$2.72K +32 New
TCPG
889
Trivant Custom Portfolio Group
California
$3.57K -$59.4K -700 -96%
IAIM
890
International Assets Investment Management
Florida
$3.55K +$35.5M +417,730 +14,657%
LIS
891
Legacy Investment Solutions
Idaho
$3.41K +$2.04K +24 New
LWMI
892
Legacy Wealth Management (Idaho)
Idaho
$3.41K +$2.04K +24 New
FMTCOCP
893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.12K +25 New
TWD
894
True Wealth Design
Ohio
$2.96K -$594 -7 -22%
PFA
895
Pathway Financial Advisers
Indiana
$2.96K +$2.12K +25 New
RCM
896
Raleigh Capital Management
North Carolina
$2.61K +$1.87K +22 New
TFA
897
Toth Financial Advisory
Virginia
$2.37K
WWP
898
WR Wealth Planners
Missouri
$2.02K
WT
899
Whittier Trust
California
$2.02K +$1.44K +17 New
FMP
900
Financial Management Professionals
Texas
$2K -$934 -11 -46%