Guru Ownership Trend
Guru Analysis for Vistra Corp. (VST)
Vistra Corp. (VST), a key player in the Utilities sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.68 B.
Top institutional holders include Steve Mandel and David Tepper.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 7.42% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $152.76 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 40.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Vistra Corp. (VST)
Major holders include Steve Mandel ($930.18 M), David Tepper ($304.02 M), Renaissance Technologies (RenTech) ($159.64 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 11.33 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $152.76 M, with 10 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited VST. The total reported sell value was $208.98 M.
Yes, 2 managers opened new positions in VST, and 8 increased their existing holdings. The total reported buy value was $361.74 M.
