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
PSCM
901
Per Stirling Capital Management
Texas
$404K
HAS
902
HBW Advisory Services
California
$403K
SAM
903
Secure Asset Management
Michigan
$402K
GI
904
GAMCO Investors
Connecticut
$402K
SNB
905
Security National Bank
Nebraska
$397K
CI
906
Conning Inc
Connecticut
$395K
NFSG
907
Newbridge Financial Services Group
Florida
$395K
PWG
908
Private Wealth Group
Florida
$392K
CTB
909
Country Trust Bank
Illinois
$390K
PGF
910
Plan Group Financial
Oklahoma
$390K
GCM
911
Gables Capital Management
Florida
$387K
HDIM
912
Hanson & Doremus Investment Management
Vermont
$382K
EL
913
EWA LLC
Pennsylvania
$382K
TFA
914
Transamerica Financial Advisors
Florida
$382K
BJL
915
Brighton Jones LLC
Washington
$381K
USWIA
916
UP Strategic Wealth Investment Advisors
Pennsylvania
$380K
TPBG
917
Turning Point Benefit Group
Maryland
$380K
CSS
918
Cubist Systematic Strategies
Connecticut
$379K
BIG
919
Brooklyn Investment Group
New York
$379K
WFA
920
WestHill Financial Advisors
California
$378K
VAG
921
VisionPoint Advisory Group
Texas
$377K
BAM
922
Blueshift Asset Management
New Jersey
$373K
PFW
923
Petros Family Wealth
Minnesota
$372K
P
924
Pitcairn
Pennsylvania
$370K
QT
925
Quantbot Technologies
New York
$365K