We are live on ! Find out more

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
ARC
651
Advisor Resource Council
Texas
$669K +$870K +5,826 New
FPW
652
Fairvoy Private Wealth
Alabama
$662K -$820K -5,487 -49%
WE
653
Wealth Effects
Massachusetts
$662K +$89.8K +601 +12%
SIA
654
SGL Investment Advisors
Montana
$640K +$679K +4,545 New
GI
655
GAMMA Investing
California
$633K -$61.6K -412 -7%
NEI
656
Northwest & Ethical Investments
Ontario, Canada
$633K +$807K +5,400 New
NWAG
657
Net Worth Advisory Group
Utah
$627K -$74.9K -501 -9%
SB
658
SIG Brokerage
New York
$627K +$126K +842 +19%
FWM
659
Focused Wealth Management
New York
$627K +$798K +5,340 New
HNB
660
Huntington National Bank
Ohio
$622K +$590K +3,952 +293%
ATPW
661
Ashton Thomas Private Wealth
Arizona
$619K +$109K +728 +16%
EI
662
Ethic Inc
New York
$618K -$821K -5,492 -52%
UCFA
663
United Capital Financial Advisors
Texas
$617K -$3.14K -21 -0.4%
CCS
664
Concentric Capital Strategies
Connecticut
$612K -$1.16M -7,793 -60%
IWC
665
Integrated Wealth Concepts
Massachusetts
$612K -$122K -819 -14%
CWM
666
Calamos Wealth Management
Illinois
$609K +$275K +1,839 +55%
CAM
667
Costello Asset Management
Pennsylvania
$606K +$772K +5,164 New
OIA
668
OneDigital Investment Advisors
Kansas
$606K +$330K +2,212 +75%
BHPW
669
Beverly Hills Private Wealth
California
$605K -$9.26K -62 -1%
OFP
670
OFC Financial Planning
New Jersey
$605K
ACM
671
Aljian Capital Management
Nevada
$602K +$766K +5,125 New
CP
672
CenterBook Partners
Connecticut
$602K +$766K +5,124 New
ABLA
673
Alan B. Lancz & Associates
Ohio
$597K +$97.1K +650 +15%
VI
674
Versor Investments
New York
$593K +$754K +5,050 New
CC
675
Centiva Capital
New York
$591K +$185K +1,236 +33%

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.