1,253 hedge funds and large institutions have $55.9B invested in Vistra in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 493 increasing their positions, 386 reducing their positions, and 111 closing their positions.

Holders
1,253
Holders Change
+153
Holders Change %
+13.91%
% of All Funds
16.82%
Holding in Top 10
66
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+53.49%
% of All Funds
0.89%
New
277
Increased
493
Reduced
386
Closed
111
Calls
$3.13B
Puts
$3.53B
Net Calls
-$400M
Net Calls Change
-$94.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LIS
1201
Legacy Investment Solutions
Idaho
$4.65K +$4.65K +24 New
CT
1202
Clearstead Trust
Maine
$4.07K -$3.49K -18 -46%
BHWM
1203
Beaird Harris Wealth Management
Texas
$4.06K +$4.06K +21 New
TCM
1204
Traub Capital Management
Massachusetts
$4.01K +$4.01K +21 New
SC
1205
Swan Capital
Florida
$3.88K
CIAM
1206
Caitong International Asset Management
Hong Kong
$3.68K -$3.47M -17,923 -100%
BHWM
1207
Bay Harbor Wealth Management
Maryland
$3.29K +$969 +5 +42%
PWMG
1208
Private Wealth Management Group
New Jersey
$3.1K
OAJ
1209
Ogorek Anthony Joseph
New York
$3K -$563 -3 -16%
PWMG
1210
Prestige Wealth Management Group
New Jersey
$2.91K -$2.33K -12 -44%
STB
1211
S&T Bank
Pennsylvania
$2.71K -$1.16K -6 -30%
WCM
1212
WealthTrak Capital Management
Virginia
$2.52K +$2.33K +12 +1,200%
KFI
1213
Key Financial Inc
Pennsylvania
$2.33K
PWA
1214
Principia Wealth Advisory
Texas
$2.33K +$775 +4 +50%
TFM
1215
TFC Financial Management
Massachusetts
$2.13K +$775 +4 +57%
NWM
1216
Nova Wealth Management
Florida
$2.12K +$2.12K +11 New
TFGT
1217
TS Financial Group (TSFG)
Illinois
$2K
SC
1218
Stephens Consulting
Michigan
$1.94K +$1.94K +10 New
PS
1219
PayPay Securities
Japan
$1.94K -$1.16K -6 -38%
BCH
1220
Berkshire Capital Holdings
California
$1.94K
CT
1221
Colonial Trust
South Carolina
$1.94K +$388 +2 +25%
APW
1222
Atlantic Private Wealth
North Carolina
$1.87K +$1.87K +10 New
PA
1223
Pineridge Advisors
Missouri
$1.76K +$1.76K +9 New
QWM
1224
Quaker Wealth Management
New Jersey
$1.75K +$1.75K +9 New
ACA
1225
American Capital Advisory
Idaho
$1.75K +$1.75K +9 New