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
SAM
1401
Secure Asset Management
Michigan
TAM
1402
Titleist Asset Management
Texas
MVF
1403
Markin Volterra Fund
New York
AWM
1404
Avaii Wealth Management
Wisconsin
TPA
1405
Trivium Point Advisory
Connecticut
WANY
1406
Wealthspire Advisors (New York)
New York
JCM
1407
Jacobi Capital Management
Pennsylvania
CI
1408
Conning Inc
Connecticut
BC
1409
Bayforest Capital
United Kingdom
VWM
1410
Vigilare Wealth Management
Arizona
GM
1411
GeoWealth Management
Illinois
XWM
1412
Xcel Wealth Management
Florida
IDA
1413
Intelligence Driven Advisers
California
AC
1414
AlphaCore Capital
California
JTF
1415
J. Team Financial
Texas
VC
1416
VarCov Co
Connecticut
CGA
1417
Crescent Grove Advisors
Illinois
KCFA
1418
Key Client Fiduciary Advisors
New Jersey
GHAM
1419
Gilman Hill Asset Management
Connecticut
PEP
1420
Pickering Energy Partners
Texas
CCA
1421
Cooper Capital Advisors
California
FPL
1422
Fortress Private Ledger
North Carolina
TWM
1423
TCFG Wealth Management
California
BWP
1424
Balboa Wealth Partners
Arizona
MWM
1425
Meridian Wealth Management
Kentucky