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1,309 hedge funds and large institutions have $41.7B invested in Vistra in 2026 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 573 increasing their positions, 407 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 407

16% more funds holding in top 10

Funds holding in top 10: 3237 (+5)

2% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 183

2% less funds holding

Funds holding: 1,3361,309 (-27)

4.1% less ownership

Funds ownership: 86.05%81.95% (-4.1%)

11% less capital invested

Capital invested by funds: $46.6B → $41.7B (-$4.9B)

40% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.75B

Holders
1,309
Holders Change
-27
Holders Change %
-2.02%
% of All Funds
16.11%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.46%
New
180
Increased
573
Reduced
407
Closed
183
Calls
$1.65B
Puts
$2.75B
Net Calls
-$1.1B
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.28B -$299M -1,845,088 -6%
VCM
2
Vanguard Capital Management
Pennsylvania
$3.22B +$3.46B +21,393,960 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$2.54B +$2.74B +16,902,218 New
State Street
4
State Street
Massachusetts
$2.52B +$47.8M +295,611 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.38B -$192M -1,187,458 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.35B +$11M +68,023 +0.8%
Morgan Stanley
7
Morgan Stanley
New York
$1.24B +$55.4M +342,244 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.11B -$527M -3,255,709 -30%
LPC
9
Lone Pine Capital
Connecticut
$930M +$158M +975,700 +19%
UBS Group
10
UBS Group
Switzerland
$691M +$306M +1,887,910 +70%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$596M -$417M -2,578,306 -39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$517M +$5.34M +32,982 +1%
Goldman Sachs
13
Goldman Sachs
New York
$502M +$63.5M +392,410 +13%
Jane Street
14
Jane Street
New York
$489M +$83.8M +517,869 +19%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$479M +$313M +1,934,248 +155%
Invesco
16
Invesco
Georgia
$474M -$71.7M -442,724 -12%
Northern Trust
17
Northern Trust
Illinois
$473M +$16M +99,113 +3%
Bank of America
18
Bank of America
North Carolina
$449M -$54.9M -339,461 -10%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$397M +$72.1M +445,546 +20%
Franklin Resources
20
Franklin Resources
California
$390M -$19.7M -122,002 -4%
Alkeon Capital Management
21
Alkeon Capital Management
New York
$383M +$97.1M +600,000 +31%
Capital World Investors
22
Capital World Investors
California
$381M -$166M -1,026,765 -29%
ClearBridge Investments
23
ClearBridge Investments
New York
$372M +$128M +791,500 +47%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$359M +$3.83M +23,636 +1%
N
25
Nuveen
North Carolina
$324M -$83.6M -516,792 -19%