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
JWA
1026
JFS Wealth Advisors
Pennsylvania
$257K
FPL
1027
Fortress Private Ledger
North Carolina
$256K
RMCM
1028
Reynders McVeigh Capital Management
Massachusetts
$255K
BCM
1029
Buckhead Capital Management
Georgia
$255K
SGI
1030
Summit Global Investments
Utah
$254K
PVI
1031
Pine Valley Investments
New Jersey
$252K
CAM
1032
Creekmur Asset Management
Illinois
$251K
TCWA
1033
Turtle Creek Wealth Advisors
Texas
$251K
FWM
1034
Forefront Wealth Management
Pennsylvania
$250K
MIG
1035
McGuire Investment Group
Rhode Island
$247K
CNWM
1036
Clay Northam Wealth Management
California
$247K
MWP
1037
Meriwether Wealth & Planning
Louisiana
$246K
AT
1038
American Trust
Kentucky
$246K
PFA
1039
Pathway Financial Advisers
Indiana
$246K
HIS
1040
Horizon Investment Services
Indiana
$246K
BCM
1041
Berbice Capital Management
New York
$245K
SWP
1042
Semus Wealth Partners
Florida
$245K
OWM
1043
OneAscent Wealth Management
Alabama
$244K
RW
1044
REDW Wealth
New Mexico
$244K
KCFA
1045
Key Client Fiduciary Advisors
New Jersey
$244K
GCM
1046
GKV Capital Management
California
$243K
WA
1047
Waverly Advisors
Alabama
$242K
VDI
1048
Vaughan David Investments
Illinois
$242K
GCS
1049
Gordian Capital (Singapore)
Singapore
$242K
PJWM
1050
Philip James Wealth Mangement
Georgia
$241K