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
SGI
1026
Summit Global Investments
Utah
$254K
CAM
1027
Creekmur Asset Management
Illinois
$251K
TCWA
1028
Turtle Creek Wealth Advisors
Texas
$251K
FWM
1029
Forefront Wealth Management
Pennsylvania
$250K
MIG
1030
McGuire Investment Group
Rhode Island
$247K
CNWM
1031
Clay Northam Wealth Management
California
$247K
MWP
1032
Meriwether Wealth & Planning
Louisiana
$246K
AT
1033
American Trust
Kentucky
$246K
PFA
1034
Pathway Financial Advisers
Indiana
$246K
HIS
1035
Horizon Investment Services
Indiana
$246K
BCM
1036
Berbice Capital Management
New York
$245K
SWP
1037
Semus Wealth Partners
Florida
$245K
OWM
1038
OneAscent Wealth Management
Alabama
$244K
RW
1039
REDW Wealth
New Mexico
$244K
KCFA
1040
Key Client Fiduciary Advisors
New Jersey
$244K
GCM
1041
GKV Capital Management
California
$243K
WA
1042
Waverly Advisors
Alabama
$242K
VDI
1043
Vaughan David Investments
Illinois
$242K
GCS
1044
Gordian Capital (Singapore)
Singapore
$242K
PJWM
1045
Philip James Wealth Mangement
Georgia
$241K
WTC
1046
WhitTier Trust Company
Nevada
$241K
FF
1047
Francis Financial
$240K
MWM
1048
Modern Wealth Management
Kansas
$239K
SW
1049
Simplicity Wealth
New Jersey
$238K
HBT
1050
Heartland Bank & Trust
Illinois
$238K