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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
GAA
876
Guardian Asset Advisors
Pennsylvania
$233K +$20.9K +140 +8%
WAM
877
Worth Asset Management
Texas
$232K +$11.7K +78 +4%
HIC
878
Holderness Investments Company
North Carolina
$231K +$293K +1,963 New
WAP
879
Wealthcare Advisory Partners
Pennsylvania
$230K +$33.5K +224 +13%
WWM
880
Western Wealth Management
Colorado
$227K -$7.77K -52 -3%
SG
881
StoneX Group
New York
$226K -$77.4K -518 -21%
WFA
882
WestHill Financial Advisors
California
$226K
SCM
883
Shelton Capital Management
Colorado
$226K -$10K -67 -3%
RSWM
884
Robertson Stephens Wealth Management
California
$226K -$9.86K -66 -3%
CI
885
Conning Inc
Connecticut
$226K +$21.1K +141 +8%
CG
886
CFO4Life Group
Texas
$225K +$286K +1,913 New
TPBG
887
Turning Point Benefit Group
Maryland
$223K +$103K +692 +47%
ACI
888
Alpha Cubed Investments
California
$223K +$283K +1,895 New
EWM
889
Empirical Wealth Management
Washington
$222K +$282K +1,890 New
SAM
890
Smartleaf Asset Management
Massachusetts
$222K -$46.3K -310 -14%
CI
891
CX Institutional
Indiana
$221K +$93.4K +625 +50%
FM
892
Foster & Motley
Ohio
$219K +$3.88K +26 +1%
HI
893
Harbour Investments
Wisconsin
$218K +$97.3K +651 +54%
GM
894
GeoWealth Management
Illinois
$218K -$93.7K -627 -25%
FA
895
FDx Advisors
Illinois
$217K +$277K +1,852 New
BA
896
Bridgewater Advisors
New York
$216K +$249K +1,667 New
1C
897
111 Capital
France
$214K -$231K -1,547 -46%
SWM
898
StoneCrest Wealth Management
Arizona
$214K +$272K +1,820 New
USWIA
899
UP Strategic Wealth Investment Advisors
Pennsylvania
$213K -$28.2K -189 -9%
TF
900
Trek Financial
Arizona
$211K +$10.5K +70 +4%

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.