1,333 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 518 increasing their positions, 464 reducing their positions, and 130 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: $ → $

1.53% less ownership

Funds ownership: 85.12%83.59% (-1.5%)

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
1,333
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
FW
1251
Fairway Wealth
Ohio
$7.25K
CHC
1252
City Holding Co
West Virginia
$7.25K
AWM
1253
Abound Wealth Management
Tennessee
$7.17K
CWM
1254
Cedar Wealth Management
California
$7.16K
HIA
1255
HFM Investment Advisors
New Jersey
$6.86K
HWP
1256
Highline Wealth Partners
California
$6.66K
ACM
1257
Accent Capital Management
Ohio
$6.66K
CIAS
1258
CBIZ Investment Advisory Services
Ohio
$6.27K
OL
1259
OneFund LLC
Florida
$6.27K
BWL
1260
Bogart Wealth LLC
Virginia
$5.88K
MAM
1261
Marquette Asset Management
Minnesota
$5.88K
Kayne Anderson Rudnick Investment Management
1262
Kayne Anderson Rudnick Investment Management
California
$5.73K
DWM
1263
Dogwood Wealth Management
Kansas
$5.68K
CIR
1264
Clear Investment Research
Georgia
$5.5K
PSFG
1265
Park Square Financial Group
Georgia
$5.29K
RWM
1266
Rialto Wealth Management
New York
$5.29K
GA
1267
GoalVest Advisory
New York
$5.29K
BHWM
1268
Bay Harbor Wealth Management
Maryland
$5.29K
FMTCOCP
1269
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
BC
1270
Barrett & Company
Rhode Island
$4.9K
BI
1271
Binnacle Investments
Iowa
$4.9K
HIMS
1272
Hager Investment Management Services
New Hampshire
$4.9K
BHWM
1273
Beaird Harris Wealth Management
Texas
$4.79K
LWMI
1274
Legacy Wealth Management (Idaho)
Idaho
$4.7K
EWP
1275
Elevation Wealth Partners
California
$4.7K