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Vital Energy

227 hedge funds and large institutions have $629M invested in Vital Energy in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 64 increasing their positions, 90 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
64
Reduced
90
Closed
47
Calls
$38.2M
Puts
$34.2M
Net Calls
+$4M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
201
Avion Wealth
Texas
$2K
PWMG
202
Prestige Wealth Management Group
New Jersey
$1.93K -$276 -13 -13%
AF
203
Allworth Financial
California
$1.64K -$2.32K -151 -59%
QL
204
Quarry LP
New York
$1.61K -$24K -1,133 -94%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$1.08K
C
206
Covestor
United Kingdom
$1K -$529 -18 -35%
CIAM
207
Caitong International Asset Management
Hong Kong
$934 -$51.1K -2,408 -98%
LWMI
208
Legacy Wealth Management (Idaho)
Idaho
$871 +$42 +2 +5%
SAM
209
Smartleaf Asset Management
Massachusetts
$797 -$2.15K -100 -73%
LI
210
LRI Investments
Florida
$764 +$764 +36 New
PA
211
PSI Advisors
Florida
$637 -$1.19K -56 -65%
RIL
212
Rothschild Investment LLC
Illinois
$637 -$106 -5 -14%
LC
213
Lindbrook Capital
California
$594 -$13.9K -657 -96%
SWM
214
Spire Wealth Management
Virginia
$594
WPA
215
West Paces Advisors
Georgia
$531
BIA
216
Bell Investment Advisors
California
$489 +$489 +23 New
RWM
217
Rialto Wealth Management
New York
$489 +$489 +23 New
RPA
218
Redwood Park Advisors
California
$446
CA
219
CoreCap Advisors
Michigan
$446 +$446 +21 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$425
SC
221
Stephens Consulting
Michigan
$319 +$319 +15 New
W
222
WealthCollab
Washington
$298 -$2.98K -140 -91%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$276
FFO
224
Fortitude Family Office
Arizona
$85
IA
225
IFP Advisors
Florida
$64 -$93