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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
EWM
1201
Evermay Wealth Management
Virginia
$7.22K
CCM
1202
Chilton Capital Management
Texas
$7.22K
IBOK
1203
Independence Bank of Kentucky
Kentucky
$7.07K
EWP
1204
Elevation Wealth Partners
California
$6.92K
CMA
1205
Cedar Mountain Advisors
Oregon
$6.76K
KSB
1206
Kennebec Savings Bank
Maine
$6.62K
MAM
1207
Marquette Asset Management
Minnesota
$6.31K
HIMS
1208
Hager Investment Management Services
New Hampshire
$6.16K
UFPG
1209
United Financial Planning Group
New York
$6.16K
DPW
1210
DiNuzzo Private Wealth
Pennsylvania
$6.01K
JWM
1211
JPL Wealth Management
Colorado
$6.01K
BW
1212
Bravera Wealth
North Dakota
$6.01K
GFA
1213
Godfrey Financial Associates
New York
$6.01K
AFC
1214
Ares Financial Consulting
California
$5.7K
DWM
1215
Dogwood Wealth Management
Kansas
$5.56K
FW
1216
Fairway Wealth
Ohio
$5.56K
RWM
1217
RMG Wealth Management
Wisconsin
$5.47K
TWD
1218
True Wealth Design
Ohio
$5.41K
CJ
1219
Caitlin John
Michigan
$5.29K
RWM
1220
Rialto Wealth Management
New York
$5.26K
AWM
1221
Abound Wealth Management
Tennessee
$5.11K
ACM
1222
Accent Capital Management
Ohio
$5.11K
CIR
1223
Clear Investment Research
Georgia
$4.98K
BWL
1224
Bogart Wealth LLC
Virginia
$4.96K
HIA
1225
HFM Investment Advisors
New Jersey
$4.81K