InvestorLens

VST — VISTRA CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying VST?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 4 buying vs 0 selling last quarter
81
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their VST position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Steve Mandel, George Soros, David Tepper, …)
  • +10 tracked investors reported holding VST at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About VISTRA CORP (VST)

VISTRA CORP (VST) appears in the most recent 13F filings of 10 tracked institutional investors. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $930M. Across recent filings, tracked investors recorded 7 new positions, 2 increased, 2 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in VST

69
/100
Institutional Accumulation
Added / Increased9
Reduced2
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track VST

67
/100
Popular Trade
10investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

VST Ownership Composition

How VISTRA CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
85% of tracked value
Institutions
10
tracked investors
Total Reported
$2.5B
combined 13F value
Sectors2
  • Other85.5%
  • Hedge Funds14.5%
Other(7)
85.5%
Hedge Funds(3)
14.5%

Tracked investors reporting VST

  • Steve MandelMar 31, 2026
    Lone Pine Capital
    Shares
    6.2M
    Value
    $930.2M
    % Portfolio
    7.42%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    3.5M
    Value
    $527.8M
    % Portfolio
    0.09%
  • David TepperMar 31, 2026
    Appaloosa Management
    Shares
    2M
    Value
    $304M
    % Portfolio
    5.12%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    1.1M
    Value
    $160.2M
    % Portfolio
    0.21%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.4M
    Value
    $207.6M
    % Portfolio
    0.09%
  • Daniel LoebDec 31, 2025
    Third Point LLC
    Shares
    1M
    Value
    $162.1M
    % Portfolio
    2.23%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    279.5K
    Value
    $42M
    % Portfolio
    0.08%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    348.5K
    Value
    $52.4M
    % Portfolio
    0.23%
  • Stanley DruckenmillerSep 30, 2025
    Duquesne Family Office
    Shares
    234K
    Value
    $45.8M
    % Portfolio
    1.13%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    244.3K
    Value
    $36.7M
    % Portfolio
    0.40%

Recent activity

Frequently asked questions

How many institutional investors hold VST?
10 tracked institutional investors disclosed a position in VST (VISTRA CORP) in their most recent 13F filing.
Who is the largest institutional holder of VST?
Steve Mandel, Lone Pine Capital, holds the largest disclosed position in VST, valued at $930M.
Did institutional ownership of VST increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 2 increased, 2 reduced, and 2 fully exited VST.
Where does this VST ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.