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
PWM
901
Purus Wealth Management
California
$410K
WAAG
902
Wealth Alliance Advisory Group
Kansas
$410K
SF
903
Summit Financial
New Jersey
$408K
SFI
904
Siemens Fonds Invest
Germany
$407K
FIA
905
FNY Investment Advisers
New York
$407K
BCG
906
BayBridge Capital Group
California
$407K
KP
907
Keel Point
Alabama
$406K
BWP
908
Balboa Wealth Partners
Arizona
$406K
C
909
Covestor
United Kingdom
$406K
LWM
910
Lionsbridge Wealth Management
Florida
$406K
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$405K
PSCM
912
Per Stirling Capital Management
Texas
$404K
HAS
913
HBW Advisory Services
California
$403K
SAM
914
Secure Asset Management
Michigan
$402K
GI
915
GAMCO Investors
Connecticut
$402K
SNB
916
Security National Bank
Nebraska
$397K
CI
917
Conning Inc
Connecticut
$395K
NFSG
918
Newbridge Financial Services Group
Florida
$395K
PWG
919
Private Wealth Group
Florida
$392K
CTB
920
Country Trust Bank
Illinois
$390K
PGF
921
Plan Group Financial
Oklahoma
$390K
GCM
922
Gables Capital Management
Florida
$387K
HDIM
923
Hanson & Doremus Investment Management
Vermont
$382K
EL
924
EWA LLC
Pennsylvania
$382K
TFA
925
Transamerica Financial Advisors
Florida
$382K