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
RSWM
1051
Robertson Stephens Wealth Management
California
$231K
MCA
1052
Magnolia Capital Advisors
Mississippi
$230K
GH
1053
GAM Holding
Switzerland
$229K
FCM
1054
Fourpath Capital Management
Oklahoma
$229K
TCM
1055
TABR Capital Management
California
$228K
SC
1056
Steph & Co
Wisconsin
$227K
CPA
1057
Capital Planning Advisors
California
$227K
HW
1058
Hamilton Wealth
California
$225K
PIM
1059
Penobscot Investment Management
Massachusetts
$225K
CG
1060
Clarus Group
Texas
$225K
GSEP
1061
Golden State Equity Partners
California
$224K
ECM
1062
Eisler Capital Management
United Kingdom
$224K
PA
1063
Procyon Advisors
Connecticut
$223K
BTI
1064
Blue Trust Inc
Georgia
$223K
IWA
1065
Icon Wealth Advisors
Texas
$221K
SFG
1066
Sunburst Financial Group
Alabama
$219K
SIA
1067
SGL Investment Advisors
Montana
$216K
PR
1068
Payden & Rygel
California
$216K
MCM
1069
MAI Capital Management
Ohio
$215K
ELM
1070
Elite Life Management
Florida
$214K
HFS
1071
Howard Financial Services
Texas
$213K
CH
1072
Cromwell Holdings
Wyoming
$211K
MAWA
1073
Moss Adams Wealth Advisors
Washington
$211K
PG
1074
Patten Group
Tennessee
$211K
FMB
1075
Field & Main Bank
Kentucky
$211K