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
UOTTAIMCU
1151
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.6K
GSWM
1152
Golden State Wealth Management
California
$67.6K
HPC
1153
HM Payson & Co
Maine
$60.5K
SWA
1154
SOA Wealth Advisors
New York
$58.8K
WSC
1155
Wellington Shields & Co
New York
$58.8K
AWM
1156
AllSquare Wealth Management
New York
$58.8K
GTAM
1157
Global Trust Asset Management
Florida
$58.8K
CJ
1158
Caitlin John
Michigan
$56.9K
AF
1159
Aviso Financial
Ontario, Canada
$56.2K
KFP
1160
Keener Financial Planning
Texas
$56K
GKIM
1161
GW&K Investment Management
Massachusetts
$52K
AUB
1162
Atlantic Union Bankshares
Virginia
$49.8K
FCMT
1163
Founders Capital Management (Texas)
Texas
$49K
ME
1164
McIlrath & Eck
Washington
$48.8K
FFWM
1165
Future Financial Wealth Management
Ohio
$48K
FMII
1166
Farmers & Merchants Investments Inc
Nebraska
$47.4K
AAG
1167
Armstrong Advisory Group
Massachusetts
$46.9K
CIM
1168
Contravisory Investment Management
Massachusetts
$40.2K
MHR
1169
Matthew Hamilton Rosenberg
$39.8K
WBC
1170
West Branch Capital
Massachusetts
$39.2K
AIM
1171
Anchor Investment Management
South Carolina
$39.2K
PGAM
1172
Princeton Global Asset Management
New Jersey
$39.2K
PWA
1173
Physician Wealth Advisors
Utah
$38.8K
BOJHT
1174
Bank of Jackson Hole Trust
Wyoming
$38.6K
SAM
1175
Strive Asset Management
Ohio
$38.2K