1,323 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 513 increasing their positions, 463 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: $ → $

1.54% 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
1,323
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
SF
901
Summit Financial
New Jersey
$408K
SFI
902
Siemens Fonds Invest
Germany
$407K
FIA
903
FNY Investment Advisers
New York
$407K
BCG
904
BayBridge Capital Group
California
$407K
KP
905
Keel Point
Alabama
$406K
BWP
906
Balboa Wealth Partners
Arizona
$406K
C
907
Covestor
United Kingdom
$406K
LWM
908
Lionsbridge Wealth Management
Florida
$406K
WAP
909
Wealthcare Advisory Partners
Pennsylvania
$405K
PSCM
910
Per Stirling Capital Management
Texas
$404K
HAS
911
HBW Advisory Services
California
$403K
SAM
912
Secure Asset Management
Michigan
$402K
GI
913
GAMCO Investors
Connecticut
$402K
SNB
914
Security National Bank
Nebraska
$397K
CI
915
Conning Inc
Connecticut
$395K
NFSG
916
Newbridge Financial Services Group
Florida
$395K
PWG
917
Private Wealth Group
Florida
$392K
CTB
918
Country Trust Bank
Illinois
$390K
PGF
919
Plan Group Financial
Oklahoma
$390K
GCM
920
Gables Capital Management
Florida
$387K
HDIM
921
Hanson & Doremus Investment Management
Vermont
$382K
EL
922
EWA LLC
Pennsylvania
$382K
TFA
923
Transamerica Financial Advisors
Florida
$382K
BJL
924
Brighton Jones LLC
Washington
$381K
USWIA
925
UP Strategic Wealth Investment Advisors
Pennsylvania
$380K