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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
S
1176
Sachetta
Massachusetts
$11.7K +$4.21K +26 +50%
Q1WB
1177
Quest 10 Wealth Builders
Virginia
$11.7K +$4.86K +30 +63%
WTA
1178
Washington Trust Advisors
Massachusetts
$11K +$5.02K +31 +74%
VWA
1179
Valued Wealth Advisors
Utah
$10.9K +$1.78K +11 +18%
GA
1180
GoalVest Advisory
New York
$10.7K +$7.12K +44 +163%
MB
1181
MidFirst Bank
Oklahoma
$10.2K -$123K -760 -92%
NL
1182
NorthAvenue LLC
Ohio
$9.77K
ADL
1183
Asset Dedication LLC
California
$9.77K +$10.5K +65 New
TFA
1184
Toth Financial Advisory
Virginia
$9.02K
BHWM
1185
Bay Harbor Wealth Management
Maryland
$8.87K +$3.56K +22 +59%
WWM
1186
Wolff Wiese Magana
California
$8.72K -$4.53K -28 -33%
KG
1187
Kilter Group
New York
$8.42K +$486 +3 +6%
CFG
1188
Clayton Financial Group
Missouri
$8.42K +$6.15K +38 +211%
WAS
1189
Winch Advisory Services
Wisconsin
$8.15K
HHCP
1190
Hilton Head Capital Partners
South Carolina
$8.12K +$8.74K +54 New
BCWM
1191
Bartlett & Co Wealth Management
Ohio
$8.04K +$5.5K +34 +213%
CI
1192
Clal Insurance
Israel
$8K +$971 +6 +13%
BTD
1193
BankPlus Trust Department
Mississippi
$7.97K
CFFP
1194
Center for Financial Planning
Michigan
$7.82K +$8.42K +52 New
SSG
1195
Summit Securities Group
New York
$7.82K -$68.1K -421 -89%
RDFA
1196
Ritter Daniher Financial Advisory
Ohio
$7.54K
API
1197
Asset Planning Inc
California
$7.53K -$8.09K -50 -50%
TBFA
1198
Three Bearings Fiduciary Advisors
New Hampshire
$7.52K
SC
1199
SouthState Corp
Florida
$7.52K +$324 +2 +4%
CFM
1200
Cornerstone Financial Management
Massachusetts
$7.52K +$809 +5 +11%