1,100 hedge funds and large institutions have $31.6B invested in Vistra in 2025 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 446 increasing their positions, 365 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+7
Holders Change %
+0.64%
% of All Funds
14.94%
Holding in Top 10
43
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.69%
% of All Funds
0.58%
New
196
Increased
446
Reduced
365
Closed
168
Calls
$1.81B
Puts
$2.12B
Net Calls
-$306M
Net Calls Change
-$369M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
951
Hollencrest Capital Management
California
$55.1K -$1.62M -13,820 -97%
CFP
952
Comprehensive Financial Planning
Pennsylvania
$53.3K +$29.8K +253 +127%
TFIPS
953
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.8K
CA
954
Clearstead Advisors
Ohio
$51.1K +$10.6K +90 +26%
HIA
955
Harbor Investment Advisory
Maryland
$50.6K -$17.6K -150 -26%
VWM
956
Vermillion Wealth Management
Minnesota
$50.6K
CLOS
957
Compagnie Lombard Odier SCmA
Switzerland
$50.6K +$17.7K +151 +54%
OWA
958
Opal Wealth Advisors
New York
$46.4K +$46.4K +395 New
CFO
959
CVA Family Office
Colorado
$43.7K +$3.64K +31 +9%
JWA
960
JFS Wealth Advisors
Pennsylvania
$43.3K +$705 +6 +2%
FDW
961
Fourth Dimension Wealth
Ohio
$42.4K -$30.5K -260 -42%
FFO
962
Fortitude Family Office
Arizona
$42.3K
CWM
963
CarsonAllaria Wealth Management
Illinois
$40.6K
WA
964
Whipplewood Advisors
Colorado
$39.6K -$4.69K -30 -11%
ZBNA
965
Zions Bancorporation, National Association
Utah
$38.6K +$38.6K +329 New
VCM
966
Versant Capital Management
Arizona
$37.7K
WA
967
WPG Advisers
Maryland
$36.9K +$19K +162 +107%
PMFA
968
Plante Moran Financial Advisors
Michigan
$35.2K +$35.2K +300 New
KFP
969
Keener Financial Planning
Texas
$34K +$34K +290 New
AF
970
Aviso Financial
Ontario, Canada
$33.7K
FCMT
971
Founders Capital Management (Texas)
Texas
$29.4K +$5.87K +50 +25%
ME
972
McIlrath & Eck
Washington
$29.2K
FMII
973
Farmers & Merchants Investments Inc
Nebraska
$29K
RTL
974
Red Tortoise LLC
Georgia
$28.2K -$1.88K -16 -6%
NSIM
975
North Star Investment Management
Illinois
$28.2K