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1,308 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, 572 increasing their positions, 408 reducing their positions, and 182 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.12% less ownership

Funds ownership: 86.05%81.92% (-4.1%)

11% less capital invested

Capital invested by funds: $46.6B → $41.7B (-$4.92B)

40% less call options, than puts

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

Holders
1,308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.65B
Puts
$2.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
451
Sequoia Financial Advisors
Ohio
$3.19M
CM
452
Caption Management
Oklahoma
$3.16M
EH
453
Equitable Holdings
New York
$3.13M
DAS
454
Dynamic Advisor Solutions
Arizona
$3.12M
GT
455
Glenmede Trust
Pennsylvania
$3.11M
LSA
456
L & S Advisors
California
$3.07M
AS
457
Altshuler Shaham
Israel
$3.04M
BAM
458
BCV Asset Management
$3.04M
KCM
459
Kerusso Capital Management
North Carolina
$3.02M
SCM
460
Shelton Capital Management
Colorado
$3.02M
VFM
461
Viking Fund Management
North Dakota
$3.01M
IAA
462
Independent Advisor Alliance
North Carolina
$3M
VI
463
Vestcor Inc
New Brunswick, Canada
$2.99M
Nordea Investment Management
464
Nordea Investment Management
Sweden
$2.94M
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$2.93M
NIM
466
Northeast Investment Management
Massachusetts
$2.92M
DWM
467
Dakota Wealth Management
Florida
$2.9M
BB
468
Burford Brothers
Texas
$2.9M
MSU
469
Mizuho Securities USA
New York
$2.89M
SIA
470
Sit Investment Associates
Minnesota
$2.87M
ADEF
471
Adams Diversified Equity Fund
Maryland
$2.84M
AM
472
AGF Management
Ontario, Canada
$2.77M
HCM
473
Huber Capital Management
California
$2.76M
William Blair & Company
474
William Blair & Company
Illinois
$2.75M
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$2.74M