We are live on ! Find out more

797 hedge funds and large institutions have $26.4B invested in Vistra in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 238 increasing their positions, 292 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 77

58% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $770M

20% more funds holding

Funds holding: 666797 (+131)

19% more capital invested

Capital invested by funds: $22.3B → $26.4B (+$4.16B)

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

3.55% less ownership

Funds ownership: 92.11%88.56% (-3.6%)

18% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 292

Holders
797
Holders Change
+131
Holders Change %
+19.67%
% of All Funds
11.51%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.51%
New
218
Increased
238
Reduced
292
Closed
77
Calls
$1.22B
Puts
$770M
Net Calls
+$449M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
726
Redwood Wealth Management Group
New Jersey
$25.9K +$25.2K +301 New
MRCM
727
M&R Capital Management
New Jersey
$25.8K +$8.37K +100 +50%
IFAM
728
Institutional & Family Asset Management
Colorado
$25.3K -$6.61K -79 -21%
CLOS
729
Compagnie Lombard Odier SCmA
Switzerland
$24.1K +$23.4K +280 New
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$22.4K +$10.5K +125 +93%
LFG
731
Larson Financial Group
Missouri
$22.1K +$21.6K +258 New
ME
732
McIlrath & Eck
Washington
$21.4K
TAM
733
Tucker Asset Management
Colorado
$21.3K +$20.8K +248 New
CIM
734
Contravisory Investment Management
Massachusetts
$20.9K +$20.3K +243 New
WIA
735
Wetzel Investment Advisors
Indiana
$18.9K
PFBT
736
Parkside Financial Bank & Trust
Missouri
$18.5K +$1.17K +14 +7%
HNB
737
Hilltop National Bank
Wyoming
$17.2K
HGERS
738
Householder Group Estate & Retirement Specialist
Arizona
$17K +$4.18K +50 +33%
PPC
739
Park Place Capital
Alabama
$15.7K
UB
740
UMB Bank
Missouri
$15.7K +$8.29K +99 +118%
VCM
741
Versant Capital Management
Arizona
$13.8K +$12.8K +153 +1,913%
FFO
742
Fortitude Family Office
Arizona
$13.8K
MTC
743
Matrix Trust Company
Colorado
$13K +$12.8K +153 New
NMG
744
New Millennium Group
Utah
$12.6K +$12.2K +146 New
VNA
745
Valley National Advisers
Pennsylvania
$12K +$2.93K +35 +33%
BGAI
746
Bruce G. Allen Investments
Colorado
$11.6K +$1.67K +20 +17%
CAL
747
Capital Advisors Ltd
Ohio
$11K -$418 -5 -4%
VAG
748
VisionPoint Advisory Group
Texas
$10.9K +$10.6K +127 New
SIC
749
SJS Investment Consulting
Ohio
$10.7K -$669 -8 -6%
GWM
750
Geneos Wealth Management
Colorado
$9.8K +$8.37K +100 +714%

VST Hedge Fund Activity: Q2 2024 in Review

797 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q2 2024, worth a combined $26.4B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new VST positions and 77 closed out — a net gain of 141 holders — while 238 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $511M. The largest seller was BlackRock, cutting an estimated $622M.

  • 797 institutional investors held Vistra (VST) as of Q2 2024, up from 666 in Q1 2024.
  • Funds reported $26.4B of Vistra stock for Q2 2024, up 19% quarter-over-quarter.
  • 218 funds opened new Vistra positions in Q2 2024 and 77 closed out, a net change of +141 holders.
  • The largest Vistra buyer in Q2 2024 was Fidelity Investments, an estimated $511M added.
  • The largest Vistra seller in Q2 2024 was BlackRock, an estimated $622M sold.

Based on aggregated 13F filings for Q2 2024.