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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, 573 increasing their positions, 407 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 407

16% more funds holding in top 10

Funds holding in top 10: 3237 (+5)

2% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 183

2% less funds holding

Funds holding: 1,3351,308 (-27)

4.1% less ownership

Funds ownership: 86.05%81.95% (-4.1%)

11% less capital invested

Capital invested by funds: $46.6B → $41.7B (-$4.9B)

40% less call options, than puts

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

Holders
1,308
Holders Change
-27
Holders Change %
-2.02%
% of All Funds
16.11%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.46%
New
180
Increased
573
Reduced
407
Closed
183
Calls
$1.65B
Puts
$2.75B
Net Calls
-$1.1B
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1101
Physician Wealth Advisors
Utah
$45.4K +$15.5K +96 +47%
OCWP
1102
Owl Creek Wealth Partners
Colorado
$45.3K +$48.7K +301 New
A
1103
Allianz
Germany
$44.8K +$37.7K +233 +358%
WETS
1104
Wealth Enhancement Trust Services
South Dakota
$44.5K +$3.88K +24 +9%
CSP
1105
Cary Street Partners
Virginia
$44.3K -$46.9K -290 -50%
SFAM
1106
Sawyer Falduto Asset Management
Illinois
$42.8K
KFAS
1107
Keating Financial Advisory Services
Kansas
$42.7K +$17.5K +108 +61%
NSIM
1108
North Star Investment Management
Illinois
$41K +$4.86K +30 +12%
PPA
1109
Pilgrim Partners Asia
Singapore
$39.1K
FCMT
1110
Founders Capital Management (Texas)
Texas
$37.6K
ME
1111
McIlrath & Eck
Washington
$37.4K
BLC
1112
Brown, Lisle/Cummings
Rhode Island
$37K +$23.3K +144 +141%
SIS
1113
Strategic Investment Solutions
Illinois
$36.3K +$39K +241 New
SWA
1114
SOA Wealth Advisors
New York
$36.1K -$20.2K -125 -34%
FMII
1115
Farmers & Merchants Investments Inc
Nebraska
$35.8K -$162K -1,002 -81%
SFFS
1116
Stonehage Fleming Financial Services
Jersey
$35.3K +$38K +235 New
GKIM
1117
GW&K Investment Management
Massachusetts
$35K +$2.1K +13 +6%
TFA
1118
Transamerica Financial Advisors
Florida
$34.1K -$467K -2,887 -93%
BONH
1119
Bank of New Hampshire
New Hampshire
$34.1K +$36.7K +227 New
MHR
1120
Matthew Hamilton Rosenberg
$32.5K
FIM
1121
FWL Investment Management
Texas
$32K
SFG
1122
Strive Financial Group
Indiana
$31K
TPWA
1123
Twin Peaks Wealth Advisors
California
$30.5K +$32.9K +203 New
WBC
1124
West Branch Capital
Massachusetts
$30.1K
TCM
1125
Triumph Capital Management
Colorado
$29.6K +$647 +4 +2%