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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
PA
826
Pinnacle Associates
New York
$467K
CAM
827
Cresset Asset Management
Illinois
$461K
AAM
828
Azzad Asset Management
Virginia
$458K
HBW
829
Hazlett, Burt & Watson
West Virginia
$452K
BPC
830
Banque Pictet & Cie
Switzerland
$451K
LA
831
LexAurum Advisors
Kansas
$441K
Betterment LLC
832
Betterment LLC
New York
$440K
EFG
833
Elevated Financial Group
Indiana
$439K
FMI
834
Frec Markets Inc
California
$436K
ECM
835
Everence Capital Management
Indiana
$436K
CWS
836
Confluence Wealth Services
Pennsylvania
$436K
RIL
837
Rothschild Investment LLC
Illinois
$435K
ACA
838
Aptus Capital Advisors
Alabama
$433K
CFP
839
Catalyst Financial Partners
Massachusetts
$432K
HIIFS
840
Harel Insurance Investments & Financial Services
Israel
$431K
CPA
841
Capital Performance Advisors
California
$431K
AIP
842
Ameritas Investment Partners
Nebraska
$429K
KFGK
843
Keystone Financial Group (Kentucky)
Kentucky
$428K
RG
844
Rathbones Group
United Kingdom
$427K
EPM
845
Elm Partners Management
Pennsylvania
$427K
TA
846
TruWealth Advisors
Louisiana
$427K
RIA
847
Recurrent Investment Advisors
Texas
$424K
JG
848
Jain Global
New York
$422K
WAP
849
Wealthcare Advisory Partners
Pennsylvania
$422K
IAN
850
Integrated Advisors Network
Texas
$420K