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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
SMC
1001
Smith, Moore & Co
Missouri
$226K
BAM
1002
BOCHK Asset Management
Hong Kong
$225K
CAM
1003
Cidel Asset Management
Ontario, Canada
$225K
AFP
1004
Ausdal Financial Partners
Iowa
$221K
AWM
1005
Adams Wealth Management
Utah
$221K
CI
1006
CacheTech Inc
Utah
$221K
BA
1007
Bridgewater Advisors
New York
$221K
AF
1008
Advisornet Financial
Minnesota
$220K
PWM
1009
Palumbo Wealth Management
New York
$219K
OIMU
1010
Osmosis Investment Management UK
United Kingdom
$219K
KV
1011
Kickstand Ventures
New York
$218K
BWIA
1012
Bryant Woods Investment Advisors
New York
$218K
FCA
1013
FLC Capital Advisors
California
$216K
EFS
1014
Essex Financial Services
Connecticut
$214K
NPT
1015
National Philanthropic Trust
Pennsylvania
$214K
CAG
1016
Csenge Advisory Group
Florida
$211K
SGC
1017
Slocum, Gordon & Co
Rhode Island
$210K
WWM
1018
WT Wealth Management
Arizona
$210K
RWB
1019
RMR Wealth Builders
New Jersey
$209K
BFIM
1020
Beese Fulmer Investment Management
Ohio
$209K
MWP
1021
Madison Wealth Partners
Wisconsin
$209K
PWM
1022
Purus Wealth Management
California
$209K
HCP
1023
Hexagon Capital Partners
Arkansas
$209K
MFGM
1024
Marshall Financial Group (Maryland)
Maryland
$208K
RWI
1025
Red Wave Investments
Pennsylvania
$207K