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
WT
1101
Whittier Trust
California
$186K
FLP
1102
Financial Life Planners
Arizona
$184K
AI
1103
Amplify Investments
Illinois
$184K
MG
1104
Mather Group
Illinois
$182K
SIM
1105
Sentry Investment Management
Wisconsin
$179K
WANY
1106
Wealthspire Advisors (New York)
New York
$178K
LFG
1107
Larson Financial Group
Missouri
$176K
OP
1108
ORG Partners
Indiana
$175K
FHC
1109
First Horizon Corporation
Tennessee
$170K
YDMI
1110
Y.D. More Investments
Israel
$168K
DWA
1111
Delos Wealth Advisors
Texas
$167K
NEWAS
1112
N.E.W. Advisory Services
Wisconsin
$161K
CFB
1113
Cullen/Frost Bankers
Texas
$161K
CA
1114
Clearstead Advisors
Ohio
$158K
DMBA
1115
Deseret Mutual Benefit Administrators
Utah
$155K
FDW
1116
Fourth Dimension Wealth
Ohio
$154K
NS
1117
NBC Securities
Alabama
$151K
VCM
1118
Versant Capital Management
Arizona
$150K
SIS
1119
Sound Income Strategies
Florida
$149K
MCM
1120
Manchester Capital Management
Vermont
$143K
CSP
1121
Cary Street Partners
Virginia
$141K
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
SS
1123
Sunbelt Securities
Texas
$131K
PE
1124
Point72 Europe
United Kingdom
$129K
ZBNA
1125
Zions Bancorporation, National Association
Utah
$128K