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
APW
1051
Aventura Private Wealth
Florida
$238K
KeyBank National Association
1052
KeyBank National Association
Ohio
$237K
CCA
1053
Childress Capital Advisors
Texas
$237K
CSPIA
1054
Cary Street Partners Investment Advisory
Virginia
$236K
CAG
1055
Csenge Advisory Group
Florida
$235K
CAM
1056
Cidel Asset Management
Ontario, Canada
$233K
RSWM
1057
Robertson Stephens Wealth Management
California
$231K
MCA
1058
Magnolia Capital Advisors
Mississippi
$230K
GH
1059
GAM Holding
Switzerland
$229K
FCM
1060
Fourpath Capital Management
Oklahoma
$229K
TCM
1061
TABR Capital Management
California
$228K
SC
1062
Steph & Co
Wisconsin
$227K
CPA
1063
Capital Planning Advisors
California
$227K
HW
1064
Hamilton Wealth
California
$225K
PIM
1065
Penobscot Investment Management
Massachusetts
$225K
CG
1066
Clarus Group
Texas
$225K
GSEP
1067
Golden State Equity Partners
California
$224K
ECM
1068
Eisler Capital Management
United Kingdom
$224K
PA
1069
Procyon Advisors
Connecticut
$223K
BTI
1070
Blue Trust Inc
Georgia
$223K
IWA
1071
Icon Wealth Advisors
Texas
$221K
SFG
1072
Sunburst Financial Group
Alabama
$219K
SIA
1073
SGL Investment Advisors
Montana
$216K
PR
1074
Payden & Rygel
California
$216K
MCM
1075
MAI Capital Management
Ohio
$215K