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
SMA
1426
Sage Mountain Advisors
Georgia
KWM
1427
Kiker Wealth Management
Georgia
SRWM
1428
Shira Ridge Wealth Management
California
CAM
1429
Chesapeake Asset Management
New York
WA
1430
Whipplewood Advisors
Colorado
Optiver Holding
1431
Optiver Holding
Netherlands
OWA
1432
Opal Wealth Advisors
New York
CWM
1433
CarsonAllaria Wealth Management
Illinois
PC
1434
Promus Capital
Illinois
NC
1435
NewSquare Capital
Pennsylvania
HWM
1436
HighMark Wealth Management
Minnesota
TPWA
1437
Twin Peaks Wealth Advisors
California
IMC
1438
Investment Management Corporation
Virginia
CTWM
1439
Cherry Tree Wealth Management
Minnesota
PFG
1440
Putney Financial Group
California
SO
1441
Sierra Ocean
California
BT
1442
Banque Transatlantique
France
BCMLT
1443
Beacon Capital Management LLC (Tennessee)
Tennessee
TCM
1444
Tradewinds Capital Management
Washington
FIM
1445
FWL Investment Management
Texas
TCM
1446
Traub Capital Management
Massachusetts
WCM
1447
WealthTrak Capital Management
Virginia
NWM
1448
Nova Wealth Management
Florida
SC
1449
Stephens Consulting
Michigan
PA
1450
Pineridge Advisors
Missouri