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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
JTF
1426
J. Team Financial
Texas
VC
1427
VarCov Co
Connecticut
CGA
1428
Crescent Grove Advisors
Illinois
KCFA
1429
Key Client Fiduciary Advisors
New Jersey
GHAM
1430
Gilman Hill Asset Management
Connecticut
PEP
1431
Pickering Energy Partners
Texas
CCA
1432
Cooper Capital Advisors
California
FPL
1433
Fortress Private Ledger
North Carolina
TWM
1434
TCFG Wealth Management
California
BWP
1435
Balboa Wealth Partners
Arizona
MWM
1436
Meridian Wealth Management
Kentucky
DE
1437
Diversified Enterprises
Delaware
SCP
1438
Sivia Capital Partners
California
RMCM
1439
Reynders McVeigh Capital Management
Massachusetts
FMLI
1440
Fukoku Mutual Life Insurance
Japan
RSWM
1441
Robertson Stephens Wealth Management
California
RW
1442
REDW Wealth
New Mexico
NAM
1443
NorthCrest Asset Manangement
Minnesota
SWP
1444
Semus Wealth Partners
Florida
APA
1445
Astoria Portfolio Advisors
New York
WSCM
1446
Wellington Shields Capital Management
New York
SIM
1447
Sentry Investment Management
Wisconsin
VR
1448
Vision Retirement
New Jersey
GWM
1449
Greenline Wealth Management
Florida
BC
1450
Brookfield Corp
Ontario, Canada