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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
WC
851
Waterloo Capital
Texas
$253K -$76.3K -511 -19%
PWM
852
Perigon Wealth Management
California
$253K -$502K -3,357 -61%
SFI
853
Siemens Fonds Invest
Germany
$253K
SB
854
Strategic Blueprint
Georgia
$251K +$6.57K +44 +2%
MC
855
Machina Capital
France
$249K +$317K +2,124 New
CW
856
Channel Wealth
California
$249K +$317K +2,123 New
BC
857
Belmont Capital
California
$249K -$182K -1,219 -37%
AF
858
Apexium Financial
Texas
$247K -$22K -147 -7%
LS
859
Livforsakringsbolaget Skandia
Sweden
$247K
MIM
860
Moseley Investment Management
Florida
$246K +$44.7K +299 +17%
WAAG
861
Wealth Alliance Advisory Group
Kansas
$245K +$13.4K +90 +5%
AWA
862
Arkadios Wealth Advisors
Georgia
$245K -$9.56K -64 -3%
GI
863
GAMCO Investors
Connecticut
$245K -$32.6K -218 -9%
ACA
864
Aptus Capital Advisors
Alabama
$243K +$12K +80 +4%
CAM
865
Creekmur Asset Management
Illinois
$241K -$35.9K -240 -10%
OWMIAS
866
One Wealth Management Investment & Advisory Services
Florida
$236K +$301K +2,012 New
RG
867
Rathbones Group
United Kingdom
$235K +$8.07K +54 +3%
JCM
868
Jacobi Capital Management
Pennsylvania
$235K +$300K +2,005 New
MAM
869
Madison Asset Management
Wisconsin
$235K +$299K +2,000 New
QOP
870
Quinn Opportunity Partners
Virginia
$235K +$299K +2,000 New
PWG
871
Private Wealth Group
Florida
$235K
HDIM
872
Hanson & Doremus Investment Management
Vermont
$234K
CTB
873
Country Trust Bank
Illinois
$234K -$1.2K -8 -0.4%
IPW
874
IronBridge Private Wealth
Texas
$234K
PGF
875
Plan Group Financial
Oklahoma
$234K +$297K +1,990 New

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.