1,254 hedge funds and large institutions have $55.9B invested in Vistra in 2025 Q2 according to their latest regulatory filings, with 278 funds opening new positions, 493 increasing their positions, 386 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+154
Holders Change %
+14%
% of All Funds
16.82%
Holding in Top 10
66
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+53.49%
% of All Funds
0.89%
New
278
Increased
493
Reduced
386
Closed
111
Calls
$3.13B
Puts
$3.53B
Net Calls
-$400M
Net Calls Change
-$94.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TFIPS
1101
Towarzystwo Funduszy Inwestycyjnych PZU SA
$67.8K -$19.4K -100 -22%
CWM
1102
CarsonAllaria Wealth Management
Illinois
$67.1K
GSWM
1103
Golden State Wealth Management
California
$66.9K +$62.4K +322 +1,400%
AWM
1104
AllSquare Wealth Management
New York
$58.1K +$29.1K +150 +100%
WSC
1105
Wellington Shields & Co
New York
$58.1K +$58.1K +300 New
KFP
1106
Keener Financial Planning
Texas
$56K
AF
1107
Aviso Financial
Ontario, Canada
$55.6K
LI
1108
LRI Investments
Florida
$55.4K +$28.3K +146 +104%
BCV
1109
Banque Cantonale Vaudoise
Switzerland
$53K -$737K -3,768 -93%
PC
1110
Promus Capital
Illinois
$49.4K +$49.4K +255 New
FCMT
1111
Founders Capital Management (Texas)
Texas
$48.5K
ME
1112
McIlrath & Eck
Washington
$48.3K
GKIM
1113
GW&K Investment Management
Massachusetts
$48K +$12.9K +67 +37%
FMII
1114
Farmers & Merchants Investments Inc
Nebraska
$47.3K -$581 -3 -1%
NSIM
1115
North Star Investment Management
Illinois
$46.5K
AAG
1116
Armstrong Advisory Group
Massachusetts
$46.3K +$15.1K +78 +48%
SSG
1117
Summit Securities Group
New York
$44.4K +$44.4K +229 New
NC
1118
NewSquare Capital
Pennsylvania
$41.5K +$16.5K +85 +66%
CIM
1119
Contravisory Investment Management
Massachusetts
$39.7K
MHR
1120
Matthew Hamilton Rosenberg
$39.3K
AIM
1121
Anchor Investment Management
South Carolina
$38.8K
WBC
1122
West Branch Capital
Massachusetts
$38.8K
GWP
1123
Gen-Wealth Partners
Michigan
$36K
HFS
1124
Hughes Financial Services
Virginia
$34.9K -$2.41K -12 -6%
PWA
1125
Physician Wealth Advisors
Utah
$33.1K +$7.56K +39 +30%