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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
RIA
701
Recurrent Investment Advisors
Texas
$520K +$137K +914 +26%
VFA
702
Values First Advisors
Tennessee
$514K -$65.3K -437 -9%
SWM
703
Segment Wealth Management
Texas
$511K -$13K -87 -2%
1WA
704
180 Wealth Advisors
Washington
$505K -$7.92K -53 -1%
MA
705
Mutual Advisors
Nebraska
$500K -$2.77M -18,526 -82%
CRWM
706
Castle Rock Wealth Management
California
$499K +$4.18K +28 +0.7%
CWM
707
Cordatus Wealth Management
Pennsylvania
$493K +$12.4K +83 +2%
CMTU
708
Capital Markets Trading (UK)
United Kingdom
$493K +$627K +4,197 New
MAC
709
Mason & Associates (California)
California
$493K +$627K +4,195 New
AP
710
Advisors Preferred
Maryland
$479K -$2.61M -17,443 -82%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
711
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$476K -$15.8M -105,444 -96%
BCV
712
Banque Cantonale Vaudoise
Switzerland
$474K +$603K +4,039 New
CAG
713
Csenge Advisory Group
Florida
$473K -$149K -997 -20%
BNP Paribas Asset Management
714
BNP Paribas Asset Management
France
$471K
MC
715
Moors & Cabot
Massachusetts
$470K +$222K +1,489 +59%
BI
716
Bramshill Investments
Florida
$470K +$598K +4,000 New
AM
717
AGF Management
Ontario, Canada
$469K -$75.7M -506,706 -99%
FPAS
718
Focus Partners Advisor Solutions
Missouri
$466K +$258K +1,724 +77%
EP
719
Edgestream Partners
New Jersey
$461K -$4.14M -27,681 -88%
HCM
720
Huber Capital Management
California
$455K -$78.6K -526 -12%
SI
721
Stephens Inc
Arkansas
$453K -$136K -909 -19%
BPA
722
Beacon Pointe Advisors
California
$450K +$37.5K +251 +7%
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
$448K +$499K +3,341 +711%
TA
724
TrueWealth Advisors
Alabama
$448K +$41.7K +279 +8%
CBUSF
725
Construction & Building Unions Superannuation Fund
Australia
$446K +$224K +1,500 +65%

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.