1,315 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, 510 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: $ → $

1.73% less ownership

Funds ownership: 85.09%83.36% (-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
1,315
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
TFM
1226
TFC Financial Management
Massachusetts
$9.01K
AG
1227
AmeriFlex Group
Nevada
$9.01K
CI
1228
Clal Insurance
Israel
$9K
KSB
1229
Kennebec Savings Bank
Maine
$8.62K
BCWM
1230
Bartlett & Co Wealth Management
Ohio
$8.62K
MSWA
1231
Marshall & Sterling Wealth Advisors
New York
$8.03K
TWD
1232
True Wealth Design
Ohio
$7.84K
WTA
1233
Washington Trust Advisors
Massachusetts
$7.57K
DPW
1234
DiNuzzo Private Wealth
Pennsylvania
$7.57K
FMP
1235
Financial Management Professionals
Texas
$7.45K
FW
1236
Fairway Wealth
Ohio
$7.25K
CHC
1237
City Holding Co
West Virginia
$7.25K
AWM
1238
Abound Wealth Management
Tennessee
$7.17K
CWM
1239
Cedar Wealth Management
California
$7.16K
HIA
1240
HFM Investment Advisors
New Jersey
$6.86K
HWP
1241
Highline Wealth Partners
California
$6.66K
ACM
1242
Accent Capital Management
Ohio
$6.66K
CIAS
1243
CBIZ Investment Advisory Services
Ohio
$6.27K
OL
1244
OneFund LLC
Florida
$6.27K
BWL
1245
Bogart Wealth LLC
Virginia
$5.88K
MAM
1246
Marquette Asset Management
Minnesota
$5.88K
Kayne Anderson Rudnick Investment Management
1247
Kayne Anderson Rudnick Investment Management
California
$5.73K
DWM
1248
Dogwood Wealth Management
Kansas
$5.68K
CIR
1249
Clear Investment Research
Georgia
$5.5K
PSFG
1250
Park Square Financial Group
Georgia
$5.29K