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
LWCFA
1126
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
HIA
1127
Harbor Investment Advisory
Maryland
$104K
CT
1128
Colonial Trust
South Carolina
$102K
GWM
1129
Geneos Wealth Management
Colorado
$101K
OAM
1130
Ostrum Asset Management
France
$101K
HC
1131
Hurley Capital
New York
$98.3K
JFA
1132
JNBA Financial Advisors
Minnesota
$98K
AIM
1133
AXA Investment Managers
France
$95.8K
WA
1134
WPG Advisers
Maryland
$94.8K
LI
1135
LRI Investments
Florida
$88.3K
TFIPS
1136
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.2K
CLOS
1137
Compagnie Lombard Odier SCmA
Switzerland
$84.4K
VWM
1138
Vermillion Wealth Management
Minnesota
$84.4K
TSMHT
1139
Thurston Springer Miller Herd & Titak
Indiana
$80.5K
CFO
1140
CVA Family Office
Colorado
$80.3K
FFO
1141
Fortitude Family Office
Arizona
$77.6K
AF
1142
Alerus Financial
North Dakota
$77.2K
CWP
1143
Concord Wealth Partners
Virginia
$73.8K
NSIM
1144
North Star Investment Management
Illinois
$71.3K
UOTTAIMCU
1145
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.6K
GSWM
1146
Golden State Wealth Management
California
$67.6K
HPC
1147
HM Payson & Co
Maine
$60.5K
SWA
1148
SOA Wealth Advisors
New York
$58.8K
WSC
1149
Wellington Shields & Co
New York
$58.8K
GTAM
1150
Global Trust Asset Management
Florida
$58.8K