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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
LWMI
201
Legacy Wealth Management (Idaho)
Idaho
$1.8K
LIS
202
Legacy Investment Solutions
Idaho
$1.8K
RIL
203
Rothschild Investment LLC
Illinois
$1.69K
SS
204
SBI Securities
Japan
$1.64K
TWD
205
True Wealth Design
Ohio
$1.35K
HFS
206
Hughes Financial Services
Virginia
$1.14K
C
207
Covestor
United Kingdom
$1K
GRP
208
Global Retirement Partners
California
$998
RA
209
Rise Advisors
New York
$901
AGWCA
210
Annis Gardner Whiting Capital Advisors
Florida
$708
CT
211
Clearstead Trust
Maine
$628
PFBT
212
Parkside Financial Bank & Trust
Missouri
$435
KG
213
Kilter Group
New York
$403
RPA
214
Redwood Park Advisors
California
$338
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$209
LFG
216
Larson Financial Group
Missouri
$193
First Eagle Investment Management
217
First Eagle Investment Management
New York
WP
218
Warburg Pincus
New York
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
BHCM
220
Brevan Howard Capital Management
Jersey
Man Group
221
Man Group
United Kingdom
SSA
222
Schonfeld Strategic Advisors
New York
ACM
223
Avos Capital Management
Washington
OAC
224
OMERS Administration Corp
Ontario, Canada
JCIA
225
Jackson Creek Investment Advisors
Colorado