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
RFP
1126
Root Financial Partners
California
$125K
QPBE
1127
Quintet Private Bank (Europe)
Luxembourg
$121K
A
1128
AlphaQuest
New York
$117K
AWM
1129
Activest Wealth Management
Florida
$116K
AFWM
1130
Abich Financial Wealth Management
Virginia
$110K
SSG
1131
Summit Securities Group
New York
$108K
LWCFA
1132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
HIA
1133
Harbor Investment Advisory
Maryland
$104K
CT
1134
Colonial Trust
South Carolina
$102K
GWM
1135
Geneos Wealth Management
Colorado
$101K
OAM
1136
Ostrum Asset Management
France
$101K
HC
1137
Hurley Capital
New York
$98.3K
JFA
1138
JNBA Financial Advisors
Minnesota
$98K
AIM
1139
AXA Investment Managers
France
$95.8K
WA
1140
WPG Advisers
Maryland
$94.8K
LI
1141
LRI Investments
Florida
$88.3K
TFIPS
1142
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.2K
VWM
1143
Vermillion Wealth Management
Minnesota
$84.4K
CLOS
1144
Compagnie Lombard Odier SCmA
Switzerland
$84.4K
TSMHT
1145
Thurston Springer Miller Herd & Titak
Indiana
$80.5K
CFO
1146
CVA Family Office
Colorado
$80.3K
FFO
1147
Fortitude Family Office
Arizona
$77.6K
AF
1148
Alerus Financial
North Dakota
$77.2K
CWP
1149
Concord Wealth Partners
Virginia
$73.8K
NSIM
1150
North Star Investment Management
Illinois
$71.3K