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Vistra
VST

1,104 hedge funds and large institutions have $39.6B invested in Vistra in 2024 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 393 increasing their positions, 353 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 79

20% more funds holding

Funds holding: 918 → 1,104 (+186)

11% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 353

11% more capital invested

Capital invested by funds: $35.6B → $39.6B (+$3.99B)

11% more funds holding in top 10

Funds holding in top 10: 46 → 51 (+5)

4% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $1.69B

3.04% less ownership

Funds ownership: 87.34% → 84.31% (-3%)

Holders
1,104
Holders Change
+186
Holders Change %
+20.26%
% of All Funds
14.54%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.67%
New
279
Increased
393
Reduced
353
Closed
79
Calls
$1.75B
Puts
$1.69B
Net Calls
+$62.8M
Net Calls Change
-$236M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$338M
2
Capital International Investors
Capital International Investors
California
+$288M
3
AL
Appaloosa LP
New Jersey
+$198M
4
Jane Street
Jane Street
New York
+$197M
5
BlackRock
BlackRock
New York
+$168M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
2
Invesco
Invesco
Georgia
-$315M
3
TP
Third Point
New York
-$302M
4
LSV Asset Management
LSV Asset Management
Illinois
-$274M
5
RCMNY
Rubric Capital Management (New York)
New York
-$252M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1076
Private Wealth Management Group
New Jersey
$2.21K – – –
CWP
1077
Clark Wealth Partners
Illinois
$2.21K +$2.22K +16 New
TCA
1078
Trifecta Capital Advisors
Illinois
$2.07K +$2.08K +15 New
GSWM
1079
Golden State Wealth Management
California
$2.07K +$2.08K +15 New
PS
1080
PayPay Securities
Japan
$1.93K +$1.94K +14 New
TFM
1081
TFC Financial Management
Massachusetts
$1.79K +$1.25K +9 +225%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$1.65K +$1.67K +12 New
KFI
1083
Key Financial Inc
Pennsylvania
$1.65K +$1.67K +12 New
BCH
1084
Berkshire Capital Holdings
California
$1.38K – – –
CIR
1085
Clear Investment Research
Georgia
$1.24K +$1.25K +9 New
MEG
1086
Millstone Evans Group
Colorado
$1.24K +$1.25K +9 New
PWA
1087
Principia Wealth Advisory
Texas
$1.24K +$1.25K +9 New
PWA
1088
Physician Wealth Advisors
Utah
$1.1K +$1.11K +8 New
SIS
1089
Sound Income Strategies
Florida
$977 -$86.2K -621 -99%
FP
1090
Financial Perspectives
Minnesota
$965 – – –
TCOV
1091
Trust Company of Vermont
Vermont
$965 +$972 +7 New
JFG
1092
JDM Financial Group
Texas
$827 – – –
CIA
1093
Cape Investment Advisory
Georgia
$827 +$833 +6 New
KBFS
1094
Kohmann Bosshard Financial Services
Ohio
$827 +$833 +6 New
CAM
1095
Chesapeake Asset Management
New York
$689 – – –
HWA
1096
HHM Wealth Advisors
Tennessee
$552 +$555 +4 New
CIAS
1097
CBIZ Investment Advisory Services
Ohio
$551 +$555 +4 New
ZB
1098
Zions Bancorporation
Utah
$551 +$555 +4 New
FMP
1099
Financial Management Professionals
Texas
$414 -$1.39K -10 -77%
CWC
1100
Carolinas Wealth Consulting
North Carolina
$414 +$417 +3 New
42 43
44
45 46

VST Hedge Fund Activity: Q4 2024 in Review

1,104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q4 2024, worth a combined $39.6B — up 11% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new VST positions and 79 closed out — a net gain of 200 holders — while 393 added to existing stakes and 353 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $338M. The largest seller was Fidelity Investments, cutting an estimated $397M.

  • 1,104 institutional investors held Vistra (VST) as of Q4 2024, up from 918 in Q3 2024.
  • Funds reported $39.6B of Vistra stock for Q4 2024, up 11% quarter-over-quarter.
  • 279 funds opened new Vistra positions in Q4 2024 and 79 closed out, a net change of +200 holders.
  • The largest Vistra buyer in Q4 2024 was Massachusetts Financial Services, an estimated $338M added.
  • The largest Vistra seller in Q4 2024 was Fidelity Investments, an estimated $397M sold.

Based on aggregated 13F filings for Q4 2024.