1,100 hedge funds and large institutions have $31.6B invested in Vistra in 2025 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 446 increasing their positions, 365 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+7
Holders Change %
+0.64%
% of All Funds
14.94%
Holding in Top 10
43
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.69%
% of All Funds
0.58%
New
196
Increased
446
Reduced
365
Closed
168
Calls
$1.81B
Puts
$2.12B
Net Calls
-$306M
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
601
Convergence Investment Partners
Florida
$857K -$493K -4,197 -37%
TNAM
602
Terra Nova Asset Management
New York
$847K -$47.4K -404 -5%
IA
603
IFP Advisors
Florida
$826K +$295K +2,510 +55%
NRD
604
Nebula Research & Development
New York
$824K -$83K -707 -9%
FNBOH
605
First National Bank of Hutchinson
Kansas
$824K -$4.58K -39 -0.6%
Envestnet Portfolio Solutions
606
Envestnet Portfolio Solutions
Illinois
$819K -$439K -3,742 -35%
DADC
607
D.A. Davidson & Co
Montana
$807K +$132K +1,123 +20%
SFS
608
Sowell Financial Services
Arkansas
$804K +$804K +6,842 New
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
$791K +$283K +2,406 +56%
STA
610
Summit Trail Advisors
New York
$783K +$175K +1,492 +29%
BMSSC
611
B. Metzler seel. Sohn & Co
Germany
$780K
KCM
612
Kendall Capital Management
Maryland
$773K -$139K -1,187 -15%
NRG
613
Nemes Rush Group
Michigan
$766K +$59.3K +505 +8%
GT
614
Greenleaf Trust
Michigan
$761K -$1.29M -10,981 -63%
MFG
615
MidWestOne Financial Group
Iowa
$759K -$136K -1,156 -15%
CIS
616
Custom Index Systems
New York
$754K +$754K +6,422 New
IUHSA
617
Itau Unibanco Holding S.A.
Brazil
$752K +$398K +3,383 +112%
VFA
618
Valeo Financial Advisors
Indiana
$745K +$58.4K +497 +8%
CL
619
Choreo LLC
Illinois
$741K -$18.6K -158 -2%
CCG
620
Cloverfields Capital Group
Minnesota
$735K +$735K +6,259 New
KB
621
Kimelman & Baird
New York
$728K
FFA
622
Florida Financial Advisors
Florida
$728K +$448K +3,818 +160%
PCM
623
Penserra Capital Management
California
$727K +$622K +5,304 +595%
Aviva
624
Aviva
United Kingdom
$721K
MAS
625
Meeder Advisory Services
Ohio
$717K +$157K +1,337 +28%