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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
KWM
726
Kingsview Wealth Management
Oregon
$723K
DWM
727
Dynasty Wealth Management
Florida
$722K
FRA
728
Frank Rimerman Advisors
California
$718K
SS
729
SBI Securities
Japan
$707K
ECM
730
Evergreen Capital Management
Washington
$706K
SIP
731
Snowwater Investment Partners
Connecticut
$703K
CPBTD
732
Central Pacific Bank - Trust Division
Hawaii
$703K
LAM
733
L2 Asset Management
Massachusetts
$702K
CPIG
734
Chicago Partners Investment Group
Illinois
$692K
NAMI
735
Nomura Asset Management International
Pennsylvania
$686K
FNBOH
736
First National Bank of Hutchinson
Kansas
$680K
AF
737
Aviso Financial
Ontario, Canada
$677K
EFG
738
Everhart Financial Group
Ohio
$677K
NFSG
739
Newbridge Financial Services Group
Florida
$669K
GS
740
GTS Securities
New York
$669K
KCM
741
Kendall Capital Management
Maryland
$663K
EM
742
ELCO Management
New York
$660K
CCA
743
Checchi Capital Advisers
California
$660K
AC
744
Aristeia Capital
Connecticut
$659K
GAG
745
GM Advisory Group
New York
$652K
SAM
746
Smartleaf Asset Management
Massachusetts
$652K
GS
747
GWN Securities
Florida
$650K
TA
748
TrueWealth Advisors
Alabama
$644K
FDS
749
First Dallas Securities
Texas
$642K
OAM
750
Oppenheimer Asset Management
New York
$641K