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Vital Energy

217 hedge funds and large institutions have $467M invested in Vital Energy in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 101 increasing their positions, 52 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

26% less capital invested

Capital invested by funds: $629M → $467M (-$163M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.2M
Puts
$28.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$14.2K
UB
177
UMB Bank
Missouri
$12.8K
SCM
178
Sterling Capital Management
North Carolina
$12.3K
Jones Financial Companies
179
Jones Financial Companies
Missouri
$10.8K
FFO
180
Fortitude Family Office
Arizona
$8.69K
EWA
181
EverSource Wealth Advisors
Alabama
$8.4K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$8.37K
HFS
183
Hantz Financial Services
Michigan
$7K
Barrow, Hanley, Mewhinney & Strauss
184
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.55K
IA
185
IFP Advisors
Florida
$5.49K
HNB
186
Huntington National Bank
Ohio
$5.39K
OP
187
ORG Partners
Indiana
$5.26K
AF
188
Allworth Financial
California
$4.62K
CA
189
Clearstead Advisors
Ohio
$4.54K
PWAM
190
Private Wealth Asset Management
Iowa
$4.02K
PWMG
191
Private Wealth Management Group
New Jersey
$3.52K
LI
192
LRI Investments
Florida
$2.7K
PTC
193
Private Trust Company
Ohio
$2.53K
PWMG
194
Prestige Wealth Management Group
New Jersey
$2.51K
PS
195
Principal Securities
Iowa
$2.45K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$2.3K
PWA
197
Physician Wealth Advisors
Utah
$2.16K
FFA
198
Farther Finance Advisors
California
$2.11K
ACM
199
Aquatic Capital Management
Illinois
$2.09K
AW
200
Avion Wealth
Texas
$2K