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1,104 hedge funds and large institutions have $39.6B invested in Vistra in 2024 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 393 increasing their positions, 353 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 79

20% more funds holding

Funds holding: 9181,104 (+186)

11% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 353

11% more capital invested

Capital invested by funds: $35.6B → $39.6B (+$3.99B)

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

4% more call options, than puts

Call options by funds: $1.75B | Put options by funds: $1.69B

3.04% less ownership

Funds ownership: 87.34%84.31% (-3%)

Holders
1,104
Holders Change
+186
Holders Change %
+20.26%
% of All Funds
14.54%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.67%
New
279
Increased
393
Reduced
353
Closed
79
Calls
$1.75B
Puts
$1.69B
Net Calls
+$62.8M
Net Calls Change
-$236M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.98B -$51.6M -371,545 -0.8%
BlackRock
2
BlackRock
New York
$4.07B +$168M +1,211,757 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.76B -$397M -2,857,136 -12%
State Street
4
State Street
Massachusetts
$2.22B -$32M -230,553 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.17B +$30.4M +219,055 +3%
Morgan Stanley
6
Morgan Stanley
New York
$987M -$17.5M -126,125 -2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$863M +$338M +2,433,732 +64%
LPC
8
Lone Pine Capital
Connecticut
$738M -$202M -1,453,326 -21%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$576M -$62.7M -451,885 -10%
Franklin Resources
10
Franklin Resources
California
$456M -$3.88M -27,964 -0.8%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$451M -$70.9M -510,443 -13%
Invesco
12
Invesco
Georgia
$450M -$315M -2,268,991 -41%
JP Morgan Chase
13
JP Morgan Chase
New York
$440M +$51M +367,120 +13%
Northern Trust
14
Northern Trust
Illinois
$417M +$41.2M +296,714 +11%
Coatue Management
15
Coatue Management
New York
$409M +$19.3M +138,969 +5%
Norges Bank
16
Norges Bank
Norway
$409M +$9.04M +65,080 +2%
CHP
17
Castle Hook Partners
New York
$409M +$49.1M +353,949 +14%
UBS Group
18
UBS Group
Switzerland
$377M -$34.7M -250,149 -8%
AL
19
Appaloosa LP
New Jersey
$372M +$198M +1,429,612 +113%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$358M -$59.6M -429,009 -14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$344M -$88.9M -640,345 -20%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$316M -$86.4M -622,002 -21%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$304M +$14.8M +106,803 +5%
Bank of America
24
Bank of America
North Carolina
$298M -$136M -982,941 -31%
Charles Schwab
25
Charles Schwab
California
$291M -$4.67M -33,664 -2%

VST Hedge Fund Activity: Q4 2024 in Review

1,104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q4 2024, worth a combined $39.6B — up 11% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new VST positions and 79 closed out — a net gain of 200 holders — while 393 added to existing stakes and 353 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $338M. The largest seller was Fidelity Investments, cutting an estimated $397M.

  • 1,104 institutional investors held Vistra (VST) as of Q4 2024, up from 918 in Q3 2024.
  • Funds reported $39.6B of Vistra stock for Q4 2024, up 11% quarter-over-quarter.
  • 279 funds opened new Vistra positions in Q4 2024 and 79 closed out, a net change of +200 holders.
  • The largest Vistra buyer in Q4 2024 was Massachusetts Financial Services, an estimated $338M added.
  • The largest Vistra seller in Q4 2024 was Fidelity Investments, an estimated $397M sold.

Based on aggregated 13F filings for Q4 2024.