1,322 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: $ → $

1.54% 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
1,322
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
KWM
1426
Kiker Wealth Management
Georgia
SRWM
1427
Shira Ridge Wealth Management
California
CAM
1428
Chesapeake Asset Management
New York
WA
1429
Whipplewood Advisors
Colorado
Optiver Holding
1430
Optiver Holding
Netherlands
OWA
1431
Opal Wealth Advisors
New York
CWM
1432
CarsonAllaria Wealth Management
Illinois
PC
1433
Promus Capital
Illinois
NC
1434
NewSquare Capital
Pennsylvania
TPWA
1435
Twin Peaks Wealth Advisors
California
HWM
1436
HighMark Wealth Management
Minnesota
IMC
1437
Investment Management Corporation
Virginia
CTWM
1438
Cherry Tree Wealth Management
Minnesota
PFG
1439
Putney Financial Group
California
SO
1440
Sierra Ocean
California
BT
1441
Banque Transatlantique
France
BCMLT
1442
Beacon Capital Management LLC (Tennessee)
Tennessee
TCM
1443
Tradewinds Capital Management
Washington
FIM
1444
FWL Investment Management
Texas
TCM
1445
Traub Capital Management
Massachusetts
WCM
1446
WealthTrak Capital Management
Virginia
NWM
1447
Nova Wealth Management
Florida
SC
1448
Stephens Consulting
Michigan
PA
1449
Pineridge Advisors
Missouri
TIM
1450
Total Investment Management
Arizona