1,316 hedge funds and large institutions have $55.4B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 511 increasing their positions, 457 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: $ → $

1.56% less ownership

Funds ownership: 85.1%83.54% (-1.6%)

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
1,316
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
ORG
976
Optimist Retirement Group
Washington
$301K
OWA
977
Outlook Wealth Advisors
Texas
$300K
TPA
978
Trivium Point Advisory
Connecticut
$298K
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$296K
GA
980
Goldstein Advisors
Wisconsin
$296K
FMLI
981
Fukoku Mutual Life Insurance
Japan
$295K
CAG
982
Crestwood Advisors Group
Massachusetts
$295K
PWM
983
Perigon Wealth Management
California
$294K
FFB
984
First Financial Bankshares
Texas
$294K
AO
985
Advisor OS
Illinois
$294K
LA
986
LexAurum Advisors
Kansas
$293K
Acadian Asset Management
987
Acadian Asset Management
Massachusetts
$292K
SAG
988
SageView Advisory Group
California
$290K
HPM
989
Hudson Portfolio Management
New York
$289K
PCM
990
Parsons Capital Management
Rhode Island
$286K
GHAM
991
Gilman Hill Asset Management
Connecticut
$284K
BWIA
992
Bryant Woods Investment Advisors
New York
$284K
JIC
993
Johnson Investment Counsel
Ohio
$283K
FCA
994
FLC Capital Advisors
California
$282K
OR
995
Olympiad Research
Connecticut
$279K
MMA
996
Miracle Mile Advisors
California
$278K
MW
997
Maia Wealth
Colorado
$278K
SMA
998
Seven Mile Advisory
New Jersey
$277K
SGC
999
Slocum, Gordon & Co
Rhode Island
$274K
SICM
1000
Sustainable Insight Capital Management
New York
$274K