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
DE
1101
Diversified Enterprises
Delaware
$202K
SWP
1102
Significant Wealth Partners
Illinois
$202K
RA
1103
Rise Advisors
New York
$197K
SCM
1104
Segra Capital Management
Florida
$196K
HWM
1105
Hemington Wealth Management
Virginia
$192K
CFD
1106
Creative Financial Designs
Indiana
$190K
WT
1107
Whittier Trust
California
$186K
FLP
1108
Financial Life Planners
Arizona
$184K
AI
1109
Amplify Investments
Illinois
$184K
MG
1110
Mather Group
Illinois
$182K
SIM
1111
Sentry Investment Management
Wisconsin
$179K
WANY
1112
Wealthspire Advisors (New York)
New York
$178K
LFG
1113
Larson Financial Group
Missouri
$176K
OP
1114
ORG Partners
Indiana
$175K
FHC
1115
First Horizon Corporation
Tennessee
$170K
YDMI
1116
Y.D. More Investments
Israel
$168K
DWA
1117
Delos Wealth Advisors
Texas
$167K
NEWAS
1118
N.E.W. Advisory Services
Wisconsin
$161K
CFB
1119
Cullen/Frost Bankers
Texas
$161K
CA
1120
Clearstead Advisors
Ohio
$158K
DMBA
1121
Deseret Mutual Benefit Administrators
Utah
$155K
FDW
1122
Fourth Dimension Wealth
Ohio
$154K
NS
1123
NBC Securities
Alabama
$151K
VCM
1124
Versant Capital Management
Arizona
$150K
SIS
1125
Sound Income Strategies
Florida
$149K