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
IC
976
IEQ Capital
California
$309K
TAFW
977
Tred Avon Family Wealth
Maryland
$308K
TAM
978
Titleist Asset Management
Texas
$305K
WSCM
979
Wellington Shields Capital Management
New York
$305K
AWE
980
Avidian Wealth Enterprises
Texas
$305K
BA
981
Bridgewater Advisors
New York
$305K
BMWM
982
Brown Miller Wealth Management
Virginia
$305K
FOA
983
Five Oceans Advisors
California
$305K
SC
984
Syon Capital
California
$303K
ORG
985
Optimist Retirement Group
Washington
$301K
OWA
986
Outlook Wealth Advisors
Texas
$300K
TPA
987
Trivium Point Advisory
Connecticut
$298K
MPWT
988
MassMutual Private Wealth & Trust
Connecticut
$296K
GA
989
Goldstein Advisors
Wisconsin
$296K
FMLI
990
Fukoku Mutual Life Insurance
Japan
$295K
CAG
991
Crestwood Advisors Group
Massachusetts
$295K
PWM
992
Perigon Wealth Management
California
$294K
FFB
993
First Financial Bankshares
Texas
$294K
AO
994
Advisor OS
Illinois
$294K
LA
995
LexAurum Advisors
Kansas
$293K
Acadian Asset Management
996
Acadian Asset Management
Massachusetts
$292K
SAG
997
SageView Advisory Group
California
$290K
HPM
998
Hudson Portfolio Management
New York
$289K
PCM
999
Parsons Capital Management
Rhode Island
$286K
GHAM
1000
Gilman Hill Asset Management
Connecticut
$284K