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: $ → $

1.55% less ownership

Funds ownership: 85.12%83.57% (-1.6%)

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
OL
1251
OneFund LLC
Florida
$6.27K
BWL
1252
Bogart Wealth LLC
Virginia
$5.88K
MAM
1253
Marquette Asset Management
Minnesota
$5.88K
Kayne Anderson Rudnick Investment Management
1254
Kayne Anderson Rudnick Investment Management
California
$5.73K
DWM
1255
Dogwood Wealth Management
Kansas
$5.68K
CIR
1256
Clear Investment Research
Georgia
$5.5K
PSFG
1257
Park Square Financial Group
Georgia
$5.29K
RWM
1258
Rialto Wealth Management
New York
$5.29K
GA
1259
GoalVest Advisory
New York
$5.29K
BHWM
1260
Bay Harbor Wealth Management
Maryland
$5.29K
FMTCOCP
1261
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
BC
1262
Barrett & Company
Rhode Island
$4.9K
BI
1263
Binnacle Investments
Iowa
$4.9K
HIMS
1264
Hager Investment Management Services
New Hampshire
$4.9K
BHWM
1265
Beaird Harris Wealth Management
Texas
$4.79K
LWMI
1266
Legacy Wealth Management (Idaho)
Idaho
$4.7K
EWP
1267
Elevation Wealth Partners
California
$4.7K
WW
1268
Winnow Wealth
Texas
$4.51K
CT
1269
Clearstead Trust
Maine
$4.12K
SC
1270
Swan Capital
Florida
$3.92K
PIM
1271
Plato Investment Management
Australia
$3.69K
WSFS
1272
Wilmington Savings Fund Society
Delaware
$3.53K
PWMG
1273
Private Wealth Management Group
New Jersey
$3.13K
RWS
1274
Retirement Wealth Solutions
Wisconsin
$3.13K
PS
1275
PayPay Securities
Japan
$3.05K