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Vistra
VST

Overview Fund Activity

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

Top Buyers

1
VARA
Value Aligned Research Advisors
New Jersey
+$160M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144M
3
RCMNY
Rubric Capital Management (New York)
New York
+$111M
4
Bank of America
Bank of America
North Carolina
+$110M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.9M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$409M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$324M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$254M
4
CHP
Castle Hook Partners
New York
-$238M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1001
NewSquare Capital
Pennsylvania
$15.2K +$12.7K +108 +514%
BGAI
1002
Bruce G. Allen Investments
Colorado
$14.7K -$2.58K -22 -15%
GTAM
1003
Global Trust Asset Management
Florida
$14.7K +$14.7K +125 New
IMC
1004
Investment Management Corporation
Virginia
$14.6K +$14.6K +124 New
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$14.1K -$10.9K -93 -44%
PFG
1006
Putney Financial Group
California
$14K +$3.52K +30 +34%
SHIM
1007
Stone House Investment Management
Pennsylvania
$13.2K +$13.2K +112 New
MCM
1008
MV Capital Management
Maryland
$12.4K -$1.06K -9 -8%
SO
1009
Sierra Ocean
California
$12.2K +$235 +2 +2%
BLC
1010
Brown, Lisle/Cummings
Rhode Island
$12K +$235 +2 +2%
TIM
1011
Tortoise Investment Management
New York
$11.8K – – –
SFG
1012
Stonebridge Financial Group
Pennsylvania
$11.7K +$11.7K +100 New
BL
1013
BFSG LLC
California
$11.2K – – –
GIA
1014
GHP Investment Advisors
Colorado
$10.9K – – –
W
1015
WealthCollab
Washington
$9.16K – – –
DWM
1016
Dogwood Wealth Management
Kansas
$8.96K +$236 +2 +3%
VWA
1017
Valued Wealth Advisors
Utah
$8.83K +$942 +8 +12%
AWM
1018
Activest Wealth Management
Florida
$8.46K +$8.34K +71 +7,100%
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.28K – – –
TFA
1020
Toth Financial Advisory
Virginia
$7.05K +$4.7K +40 +200%
CPG
1021
Cornerstone Planning Group
New Jersey
$7.01K +$2.66K +22 +61%
CAL
1022
Capital Analysts LLC
Pennsylvania
$7K – – –
WWM
1023
Wolff Wiese Magana
California
$6.81K – – –
FAM
1024
Flaharty Asset Management
Florida
$6.81K +$6.81K +58 New
SC
1025
SouthState Corp
Florida
$6.77K +$6.77K +58 New
39 40
41
42 43