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
FMP
1251
Financial Management Professionals
Texas
$1.8K
CT
1252
Coastline Trust
Rhode Island
$1.8K
TFM
1253
TFC Financial Management
Massachusetts
$1.65K
CA
1254
Crewe Advisors
Utah
$1.65K
QWM
1255
Quaker Wealth Management
New Jersey
$1.5K
BCH
1256
Berkshire Capital Holdings
California
$1.5K
IWM
1257
IMG Wealth Management
Florida
$1.5K
KFG
1258
Kingdom Financial Group
Arizona
$1.36K
LAS
1259
Lloyd Advisory Services
Georgia
$1.36K
GWS
1260
Greykasell Wealth Strategies
California
$1.36K
MEG
1261
Millstone Evans Group
Colorado
$1.35K
OA
1262
Operose Advisors
Wisconsin
$1.35K
NB
1263
NBT Bank
New York
$1.35K
CCWM
1264
Cassaday & Co Wealth Management
Virginia
$1.2K
ACA
1265
American Capital Advisory
Idaho
$1.05K
HIC
1266
Hamrick Investment Counsel
Washington
$1.05K
HNW
1267
High Note Wealth
Minnesota
$1.05K
FP
1268
Financial Perspectives
Minnesota
$1.05K
PWA
1269
Portus Wealth Advisors
North Carolina
$1.05K
AIM
1270
Axiom Investment Management
New York
$1.05K
OAJ
1271
Ogorek Anthony Joseph
New York
$1K
IPS
1272
Investors Portfolio Services
Washington
$997
RWS
1273
Retirement Wealth Solutions
Wisconsin
$752
AA
1274
Addison Advisors
Vermont
$752
CW
1275
Curio Wealth
Maryland
$752