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1,115 hedge funds and large institutions have $32B invested in Vistra in 2025 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 451 increasing their positions, 370 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 370

17% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 169

1% more funds holding

Funds holding: 1,1041,115 (+11)

4.09% less ownership

Funds ownership: 84.31%80.21% (-4.1%)

14% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 5143 (-8)

19% less capital invested

Capital invested by funds: $39.6B → $32B (-$7.55B)

Holders
1,115
Holders Change
+11
Holders Change %
+1%
% of All Funds
14.95%
Holding in Top 10
43
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.69%
% of All Funds
0.58%
New
197
Increased
451
Reduced
370
Closed
169
Calls
$1.81B
Puts
$2.12B
Net Calls
-$306M
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
601
Oppenheimer Asset Management
New York
$891K +$407K +2,721 +56%
WIA
602
World Investment Advisors
California
$882K +$570K +3,813 +103%
MCC
603
Money Concepts Capital
Florida
$875K +$122K +815 +12%
IIC
604
Integrated Investment Consultants
Michigan
$875K
FNT
605
First National Trust
Pennsylvania
$866K +$213K +1,426 +24%
RFM
606
Royal Fund Management
Florida
$857K -$2.44M -16,300 -69%
CIP
607
Convergence Investment Partners
Florida
$857K -$627K -4,197 -37%
TNAM
608
Terra Nova Asset Management
New York
$847K -$60.4K -404 -5%
IA
609
IFP Advisors
Florida
$826K +$375K +2,510 +55%
NRD
610
Nebula Research & Development
New York
$824K -$106K -707 -9%
FNBOH
611
First National Bank of Hutchinson
Kansas
$824K -$5.83K -39 -0.6%
Envestnet Portfolio Solutions
612
Envestnet Portfolio Solutions
Illinois
$819K -$559K -3,742 -35%
DADC
613
D.A. Davidson & Co
Montana
$807K +$168K +1,123 +20%
SFS
614
Sowell Financial Services
Arkansas
$804K +$1.02M +6,842 New
Capstone Investment Advisors
615
Capstone Investment Advisors
New York
$791K +$359K +2,406 +56%
STA
616
Summit Trail Advisors
New York
$783K +$223K +1,492 +29%
BMSSC
617
B. Metzler seel. Sohn & Co
Germany
$780K
KCM
618
Kendall Capital Management
Maryland
$773K -$177K -1,187 -15%
NRG
619
Nemes Rush Group
Michigan
$766K +$75.5K +505 +8%
GT
620
Greenleaf Trust
Michigan
$761K -$1.64M -10,981 -63%
MFG
621
MidWestOne Financial Group
Iowa
$759K -$173K -1,156 -15%
CIS
622
Custom Index Systems
New York
$754K +$959K +6,422 New
IUHSA
623
Itau Unibanco Holding S.A.
Brazil
$752K +$505K +3,383 +112%
VFA
624
Valeo Financial Advisors
Indiana
$745K +$74.3K +497 +8%
CL
625
Choreo LLC
Illinois
$741K -$23.6K -158 -2%

VST Hedge Fund Activity: Q1 2025 in Review

1,115 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q1 2025, worth a combined $32B — down 19% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new VST positions and 169 closed out — a net gain of 28 holders — while 451 added to existing stakes and 370 trimmed.

The largest buyer was Value Aligned Research Advisors, adding an estimated $203M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 1,115 institutional investors held Vistra (VST) as of Q1 2025, up from 1,104 in Q4 2024.
  • Funds reported $32B of Vistra stock for Q1 2025, down 19% quarter-over-quarter.
  • 197 funds opened new Vistra positions in Q1 2025 and 169 closed out, a net change of +28 holders.
  • The largest Vistra buyer in Q1 2025 was Value Aligned Research Advisors, an estimated $203M added.
  • The largest Vistra seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.