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
DCM
1051
DGS Capital Management
New Jersey
$241K
WTC
1052
WhitTier Trust Company
Nevada
$241K
FF
1053
Francis Financial
$240K
MWM
1054
Modern Wealth Management
Kansas
$239K
SW
1055
Simplicity Wealth
New Jersey
$238K
HBT
1056
Heartland Bank & Trust
Illinois
$238K
APW
1057
Aventura Private Wealth
Florida
$238K
KeyBank National Association
1058
KeyBank National Association
Ohio
$237K
CCA
1059
Childress Capital Advisors
Texas
$237K
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$236K
CAG
1061
Csenge Advisory Group
Florida
$235K
CAM
1062
Cidel Asset Management
Ontario, Canada
$233K
RSWM
1063
Robertson Stephens Wealth Management
California
$231K
MCA
1064
Magnolia Capital Advisors
Mississippi
$230K
GH
1065
GAM Holding
Switzerland
$229K
FCM
1066
Fourpath Capital Management
Oklahoma
$229K
TCM
1067
TABR Capital Management
California
$228K
SC
1068
Steph & Co
Wisconsin
$227K
CPA
1069
Capital Planning Advisors
California
$227K
HW
1070
Hamilton Wealth
California
$225K
PIM
1071
Penobscot Investment Management
Massachusetts
$225K
CG
1072
Clarus Group
Texas
$225K
GSEP
1073
Golden State Equity Partners
California
$224K
ECM
1074
Eisler Capital Management
United Kingdom
$224K
PA
1075
Procyon Advisors
Connecticut
$223K