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
BTI
1076
Blue Trust Inc
Georgia
$223K
IWA
1077
Icon Wealth Advisors
Texas
$221K
SFG
1078
Sunburst Financial Group
Alabama
$219K
SIA
1079
SGL Investment Advisors
Montana
$216K
PR
1080
Payden & Rygel
California
$216K
MCA
1081
Millennium Capital Advisors
Arkansas
$216K
MCM
1082
MAI Capital Management
Ohio
$215K
ELM
1083
Elite Life Management
Florida
$214K
HFS
1084
Howard Financial Services
Texas
$213K
CH
1085
Cromwell Holdings
Wyoming
$211K
MAWA
1086
Moss Adams Wealth Advisors
Washington
$211K
PG
1087
Patten Group
Tennessee
$211K
FMB
1088
Field & Main Bank
Kentucky
$211K
AIM
1089
Advyzon Investment Management
Illinois
$211K
WA
1090
Wealth Alliance
New York
$210K
IA
1091
Insight Advisors
Pennsylvania
$210K
MYAM
1092
Meiji Yasuda Asset Management
Japan
$207K
AWM
1093
Angeles Wealth Management
California
$207K
LWM
1094
LJI Wealth Management
Indiana
$206K
EFS
1095
Essex Financial Services
Connecticut
$206K
RA
1096
Rational Advisors
New York
$205K
CWM
1097
Cornerstone Wealth Management
Missouri
$204K
WWM
1098
WT Wealth Management
Arizona
$203K
SWA
1099
SFMG Wealth Advisors
Texas
$203K
CSI
1100
Clark & Stuart Inc
Maine
$202K