We are live on ! Find out more

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
MWM
926
Maltin Wealth Management
New Jersey
$301K
PUI
927
Purpose Unlimited Inc
$301K
PWG
928
Private Wealth Group
Florida
$301K
TPBG
929
Turning Point Benefit Group
Maryland
$300K
PFA
930
Pathway Financial Advisers
Indiana
$300K
PP
931
PDS Planning
Ohio
$300K
CTB
932
Country Trust Bank
Illinois
$299K
PGF
933
Plan Group Financial
Oklahoma
$299K
IAIM
934
International Assets Investment Management
Florida
$294K
KP
935
Keel Point
Alabama
$293K
DS
936
DRW Securities
Illinois
$293K
EF
937
Empirical Finance
Pennsylvania
$291K
WFA
938
WestHill Financial Advisors
California
$290K
IFU
939
iSAM Funds (UK)
United Kingdom
$288K
GAA
940
Guardian Asset Advisors
Pennsylvania
$287K
WAAG
941
Wealth Alliance Advisory Group
Kansas
$286K
LFAS
942
Level Four Advisory Services
Texas
$285K
AWM
943
Aprio Wealth Management
Georgia
$284K
FWP
944
Forefront Wealth Partners
Texas
$283K
CFP
945
Comprehensive Financial Planning
Pennsylvania
$283K
GCM
946
Gables Capital Management
Florida
$282K
CAG
947
Crestwood Advisors Group
Massachusetts
$282K
PFW
948
Petros Family Wealth
Minnesota
$281K
OIS
949
OneAscent Investment Solutions
Alabama
$279K
TPCW
950
TD Private Client Wealth
New York
$279K