1,297 hedge funds and large institutions have $41.6B invested in Vistra in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 570 increasing their positions, 403 reducing their positions, and 183 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:

4.19% less ownership

Funds ownership: 86.03%81.83% (-4.2%)

11% less capital invested

Capital invested by funds: $46.6B → $41.6B (-$4.95B)

40% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.75B

Holders
1,297
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
OWA
1051
Opal Wealth Advisors
New York
$125K
IAAG
1052
Innovative Asset Advisors Group
Connecticut
$125K
GWM
1053
Geneos Wealth Management
Colorado
$118K
AF
1054
Avanza Fonder
Sweden
$116K
AWM
1055
Activest Wealth Management
Florida
$108K
HA
1056
Hyposwiss Advisors
$105K
RFP
1057
Root Financial Partners
California
$105K
HC
1058
Hurley Capital
New York
$105K
BTI
1059
Blue Trust Inc
Georgia
$104K
SS
1060
Sunbelt Securities
Texas
$101K
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K
CFO
1062
CVA Family Office
Colorado
$99.1K
FHC
1063
First Horizon Corporation
Tennessee
$96.4K
SEP
1064
Signature Equity Partners
Ohio
$93.8K
WSFG
1065
Wall Street Financial Group
Illinois
$92K
GSEP
1066
Golden State Equity Partners
California
$90.7K
PWPS
1067
Pinnacle Wealth Planning Services
Ohio
$86.9K
SWM
1068
SHP Wealth Management
Massachusetts
$85.9K
LWCFA
1069
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.1K
UOTTAIMCU
1070
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$81.2K
AUB
1071
Atlantic Union Bankshares
Virginia
$80.4K
JFA
1072
JNBA Financial Advisors
Minnesota
$76.1K
CA
1073
Clearstead Advisors
Ohio
$75.9K
CFB
1074
Cullen/Frost Bankers
Texas
$75.2K
WT
1075
Whittier Trust
California
$74.9K