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
AWE
976
Avidian Wealth Enterprises
Texas
$305K
BA
977
Bridgewater Advisors
New York
$305K
BMWM
978
Brown Miller Wealth Management
Virginia
$305K
FOA
979
Five Oceans Advisors
California
$305K
SC
980
Syon Capital
California
$303K
ORG
981
Optimist Retirement Group
Washington
$301K
OWA
982
Outlook Wealth Advisors
Texas
$300K
TPA
983
Trivium Point Advisory
Connecticut
$298K
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$296K
GA
985
Goldstein Advisors
Wisconsin
$296K
FMLI
986
Fukoku Mutual Life Insurance
Japan
$295K
CAG
987
Crestwood Advisors Group
Massachusetts
$295K
PWM
988
Perigon Wealth Management
California
$294K
FFB
989
First Financial Bankshares
Texas
$294K
AO
990
Advisor OS
Illinois
$294K
LA
991
LexAurum Advisors
Kansas
$293K
Acadian Asset Management
992
Acadian Asset Management
Massachusetts
$292K
SAG
993
SageView Advisory Group
California
$290K
HPM
994
Hudson Portfolio Management
New York
$289K
PCM
995
Parsons Capital Management
Rhode Island
$286K
GHAM
996
Gilman Hill Asset Management
Connecticut
$284K
BWIA
997
Bryant Woods Investment Advisors
New York
$284K
JIC
998
Johnson Investment Counsel
Ohio
$283K
FCA
999
FLC Capital Advisors
California
$282K
OR
1000
Olympiad Research
Connecticut
$279K