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
RWM
1251
Rialto Wealth Management
New York
$5.29K
GA
1252
GoalVest Advisory
New York
$5.29K
BHWM
1253
Bay Harbor Wealth Management
Maryland
$5.29K
FMTCOCP
1254
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
BC
1255
Barrett & Company
Rhode Island
$4.9K
BI
1256
Binnacle Investments
Iowa
$4.9K
HIMS
1257
Hager Investment Management Services
New Hampshire
$4.9K
BHWM
1258
Beaird Harris Wealth Management
Texas
$4.79K
LWMI
1259
Legacy Wealth Management (Idaho)
Idaho
$4.7K
EWP
1260
Elevation Wealth Partners
California
$4.7K
WW
1261
Winnow Wealth
Texas
$4.51K
CT
1262
Clearstead Trust
Maine
$4.12K
SC
1263
Swan Capital
Florida
$3.92K
PIM
1264
Plato Investment Management
Australia
$3.69K
WSFS
1265
Wilmington Savings Fund Society
Delaware
$3.53K
PWMG
1266
Private Wealth Management Group
New Jersey
$3.13K
RWS
1267
Retirement Wealth Solutions
Wisconsin
$3.13K
PS
1268
PayPay Securities
Japan
$3.05K
OAJ
1269
Ogorek Anthony Joseph
New York
$3K
PWMG
1270
Prestige Wealth Management Group
New Jersey
$2.94K
WA
1271
WestEnd Advisors
North Carolina
$2.94K
M
1272
MOTCO
Texas
$2.74K
MA
1273
MCF Advisors
Kentucky
$2.55K
GLF
1274
Groupe la Francaise
France
$2.53K
KFI
1275
Key Financial Inc
Pennsylvania
$2.42K