1,312 hedge funds and large institutions have $55.3B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 507 increasing their positions, 456 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: $ → $

1.73% less ownership

Funds ownership: 85.08%83.35% (-1.7%)

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
1,312
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
TCM
1051
TABR Capital Management
California
$228K
SC
1052
Steph & Co
Wisconsin
$227K
CPA
1053
Capital Planning Advisors
California
$227K
HW
1054
Hamilton Wealth
California
$225K
PIM
1055
Penobscot Investment Management
Massachusetts
$225K
CG
1056
Clarus Group
Texas
$225K
GSEP
1057
Golden State Equity Partners
California
$224K
ECM
1058
Eisler Capital Management
United Kingdom
$224K
PA
1059
Procyon Advisors
Connecticut
$223K
BTI
1060
Blue Trust Inc
Georgia
$223K
IWA
1061
Icon Wealth Advisors
Texas
$221K
SFG
1062
Sunburst Financial Group
Alabama
$219K
SIA
1063
SGL Investment Advisors
Montana
$216K
PR
1064
Payden & Rygel
California
$216K
MCM
1065
MAI Capital Management
Ohio
$215K
ELM
1066
Elite Life Management
Florida
$214K
HFS
1067
Howard Financial Services
Texas
$213K
CH
1068
Cromwell Holdings
Wyoming
$211K
MAWA
1069
Moss Adams Wealth Advisors
Washington
$211K
PG
1070
Patten Group
Tennessee
$211K
FMB
1071
Field & Main Bank
Kentucky
$211K
AIM
1072
Advyzon Investment Management
Illinois
$211K
WA
1073
Wealth Alliance
New York
$210K
IA
1074
Insight Advisors
Pennsylvania
$210K
BCM
1075
BluePath Capital Management
Georgia
$208K