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
AIM
1076
Advyzon Investment Management
Illinois
$211K
WA
1077
Wealth Alliance
New York
$210K
IA
1078
Insight Advisors
Pennsylvania
$210K
BCM
1079
BluePath Capital Management
Georgia
$208K
MYAM
1080
Meiji Yasuda Asset Management
Japan
$207K
AWM
1081
Angeles Wealth Management
California
$207K
LWM
1082
LJI Wealth Management
Indiana
$206K
EFS
1083
Essex Financial Services
Connecticut
$206K
RA
1084
Rational Advisors
New York
$205K
CWM
1085
Cornerstone Wealth Management
Missouri
$204K
WWM
1086
WT Wealth Management
Arizona
$203K
SWA
1087
SFMG Wealth Advisors
Texas
$203K
CSI
1088
Clark & Stuart Inc
Maine
$202K
DE
1089
Diversified Enterprises
Delaware
$202K
SWP
1090
Significant Wealth Partners
Illinois
$202K
RA
1091
Rise Advisors
New York
$197K
SCM
1092
Segra Capital Management
Florida
$196K
HWM
1093
Hemington Wealth Management
Virginia
$192K
CFD
1094
Creative Financial Designs
Indiana
$190K
WT
1095
Whittier Trust
California
$186K
FLP
1096
Financial Life Planners
Arizona
$184K
AI
1097
Amplify Investments
Illinois
$184K
MG
1098
Mather Group
Illinois
$182K
SIM
1099
Sentry Investment Management
Wisconsin
$179K
WANY
1100
Wealthspire Advisors (New York)
New York
$178K