1,312 hedge funds and large institutions have $55.3B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 507 increasing their positions, 456 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: $ → $

1.73% less ownership

Funds ownership: 85.08%83.35% (-1.7%)

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
1,312
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
KSB
1226
Kennebec Savings Bank
Maine
$8.62K
BCWM
1227
Bartlett & Co Wealth Management
Ohio
$8.62K
MSWA
1228
Marshall & Sterling Wealth Advisors
New York
$8.03K
TWD
1229
True Wealth Design
Ohio
$7.84K
WTA
1230
Washington Trust Advisors
Massachusetts
$7.57K
DPW
1231
DiNuzzo Private Wealth
Pennsylvania
$7.57K
FMP
1232
Financial Management Professionals
Texas
$7.45K
FW
1233
Fairway Wealth
Ohio
$7.25K
CHC
1234
City Holding Co
West Virginia
$7.25K
AWM
1235
Abound Wealth Management
Tennessee
$7.17K
CWM
1236
Cedar Wealth Management
California
$7.16K
HIA
1237
HFM Investment Advisors
New Jersey
$6.86K
HWP
1238
Highline Wealth Partners
California
$6.66K
ACM
1239
Accent Capital Management
Ohio
$6.66K
CIAS
1240
CBIZ Investment Advisory Services
Ohio
$6.27K
OL
1241
OneFund LLC
Florida
$6.27K
BWL
1242
Bogart Wealth LLC
Virginia
$5.88K
MAM
1243
Marquette Asset Management
Minnesota
$5.88K
Kayne Anderson Rudnick Investment Management
1244
Kayne Anderson Rudnick Investment Management
California
$5.73K
DWM
1245
Dogwood Wealth Management
Kansas
$5.68K
CIR
1246
Clear Investment Research
Georgia
$5.5K
PSFG
1247
Park Square Financial Group
Georgia
$5.29K
RWM
1248
Rialto Wealth Management
New York
$5.29K
GA
1249
GoalVest Advisory
New York
$5.29K
BHWM
1250
Bay Harbor Wealth Management
Maryland
$5.29K