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
CNWM
1026
Clay Northam Wealth Management
California
$247K
MWP
1027
Meriwether Wealth & Planning
Louisiana
$246K
AT
1028
American Trust
Kentucky
$246K
PFA
1029
Pathway Financial Advisers
Indiana
$246K
HIS
1030
Horizon Investment Services
Indiana
$246K
BCM
1031
Berbice Capital Management
New York
$245K
SWP
1032
Semus Wealth Partners
Florida
$245K
OWM
1033
OneAscent Wealth Management
Alabama
$244K
RW
1034
REDW Wealth
New Mexico
$244K
KCFA
1035
Key Client Fiduciary Advisors
New Jersey
$244K
GCM
1036
GKV Capital Management
California
$243K
WA
1037
Waverly Advisors
Alabama
$242K
VDI
1038
Vaughan David Investments
Illinois
$242K
GCS
1039
Gordian Capital (Singapore)
Singapore
$242K
PJWM
1040
Philip James Wealth Mangement
Georgia
$241K
WTC
1041
WhitTier Trust Company
Nevada
$241K
FF
1042
Francis Financial
$240K
MWM
1043
Modern Wealth Management
Kansas
$239K
SW
1044
Simplicity Wealth
New Jersey
$238K
HBT
1045
Heartland Bank & Trust
Illinois
$238K
KeyBank National Association
1046
KeyBank National Association
Ohio
$237K
CCA
1047
Childress Capital Advisors
Texas
$237K
CSPIA
1048
Cary Street Partners Investment Advisory
Virginia
$236K
CAG
1049
Csenge Advisory Group
Florida
$235K
CAM
1050
Cidel Asset Management
Ontario, Canada
$233K