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VTLE

Vital Energy

Delisted

VTLE was delisted on the 12th of December, 2025.

218 hedge funds and large institutions have $955M invested in Vital Energy in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

46% more capital invested

Capital invested by funds: $654M → $955M (+$301M)

33% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 60

16% more funds holding

Funds holding: 188218 (+30)

2.29% more ownership

Funds ownership: 77.94%80.23% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $54.5M | Put options by funds: $57.3M

Holders
218
Holders Change
+30
Holders Change %
+15.96%
% of All Funds
3.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
80
Reduced
60
Closed
23
Calls
$54.5M
Puts
$57.3M
Net Calls
-$2.8M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$8M -$266K -4,960 -3%
LHCM
27
Lloyd Harbor Capital Management
New York
$7.69M +$1.07M +20,000 +17%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$7.46M +$103K +1,910 +1%
Charles Schwab
29
Charles Schwab
California
$7.42M -$3.13M -58,322 -30%
Jane Street
30
Jane Street
New York
$7.12M +$2.65M +49,427 +62%
BCM
31
Bridgeway Capital Management
Texas
$6.69M +$212K +3,950 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.59M -$1.44M -26,743 -18%
Man Group
33
Man Group
United Kingdom
$6.44M -$2.8M -52,196 Closed
HF
34
HRT Financial
New York
$6.29M +$4.77M +88,859 +360%
SGCIA
35
Smith Graham & Co Investment Advisors
Texas
$6.17M +$5.97M +111,243 New
Principal Financial Group
36
Principal Financial Group
Iowa
$5M -$819K -15,250 -14%
First Trust Advisors
37
First Trust Advisors
Illinois
$4.67M -$1.74M -32,482 -28%
AQR Capital Management
38
AQR Capital Management
Connecticut
$4.52M -$407K -7,573 -9%
HSA
39
Hussman Strategic Advisors
Maryland
$4.24M
Ameriprise
40
Ameriprise
Minnesota
$4.24M -$771K -14,359 -16%
Rafferty Asset Management
41
Rafferty Asset Management
New York
$4.11M -$1.13M -20,978 -22%
Two Sigma Investments
42
Two Sigma Investments
New York
$3.84M +$3.72M +69,349 New
JP Morgan Chase
43
JP Morgan Chase
New York
$3.74M +$1.01M +18,798 +39%
Bank of America
44
Bank of America
North Carolina
$3.67M +$280K +5,209 +9%
SBCM
45
Schwerin Boyle Capital Management
Massachusetts
$3.66M +$3.54M +66,000 New
PCM
46
Portolan Capital Management
Massachusetts
$3.1M -$1.79M -33,267 -37%
Stifel Financial
47
Stifel Financial
Missouri
$3.07M +$593K +11,041 +25%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$3.07M +$2.97M +55,346 New
Alyeska Investment Group
49
Alyeska Investment Group
Illinois
$3.06M +$2.97M +55,279 New
MIM
50
Monashee Investment Management
Massachusetts
$3.05M +$2.95M +55,000 New

VTLE Hedge Fund Activity: Q3 2023 in Review

218 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vital Energy (VTLE) for Q3 2023, worth a combined $955M — up 46% from $654M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VTLE positions and 23 closed out — a net gain of 32 holders — while 80 added to existing stakes and 60 trimmed.

The largest buyer was Aventail Capital Group, adding an estimated $57.9M. The largest seller was Pacer Advisors, exiting entirely with an estimated $17M sold.

  • 218 institutional investors held Vital Energy (VTLE) as of Q3 2023, up from 188 in Q2 2023.
  • Funds reported $955M of Vital Energy stock for Q3 2023, up 46% quarter-over-quarter.
  • 55 funds opened new Vital Energy positions in Q3 2023 and 23 closed out, a net change of +32 holders.
  • The largest Vital Energy buyer in Q3 2023 was Aventail Capital Group, an estimated $57.9M added.
  • The largest Vital Energy seller in Q3 2023 was Pacer Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2023.