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Vail Resorts

474 hedge funds and large institutions have $7.27B invested in Vail Resorts in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 161 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $165M | Put options by funds: $78.2M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $6.62B → $7.27B (+$647M)

1.75% more ownership

Funds ownership: 101.79%103.54% (+1.7%)

2% more funds holding

Funds holding: 466474 (+8)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 161

Holders
474
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.24%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
85
Increased
152
Reduced
161
Closed
71
Calls
$165M
Puts
$78.2M
Net Calls
+$87.2M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$992M +$18.9M +105,410 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$697M +$4.64M +25,916 +0.7%
Capital International Investors
3
Capital International Investors
California
$681M +$52.2K +292 +0%
BlackRock
4
BlackRock
New York
$663M +$9.31M +52,027 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$309M -$1.28M -7,143 -0.4%
State Street
6
State Street
Massachusetts
$226M +$5.4M +30,168 +3%
Charles Schwab
7
Charles Schwab
California
$225M +$8.48M +47,417 +4%
TGA
8
TPG GP A
Texas
$194M +$30.8M +172,082 +20%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M +$51.8M +289,484 +42%
Harris Associates
10
Harris Associates
Illinois
$173M +$55.5M +310,093 +51%
Macquarie Group
11
Macquarie Group
Australia
$156M -$8.62M -48,196 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$121M -$582K -3,254 -0.5%
Citadel Advisors
13
Citadel Advisors
Florida
$105M +$59.3M +331,534 +145%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$102M +$61.6M +344,095 +170%
FPA
15
First Pacific Advisors
California
$97.9M +$10.3M +57,484 +12%
Morgan Stanley
16
Morgan Stanley
New York
$97.8M +$26M +145,082 +39%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$89M +$47.8M +267,073 +129%
JP Morgan Chase
18
JP Morgan Chase
New York
$88.8M -$21.7M -121,359 -20%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$87M +$4.06M +22,699 +5%
RRAM
20
River Road Asset Management
Kentucky
$83.3M +$18.4M +103,033 +30%
Norges Bank
21
Norges Bank
Norway
$80.7M +$12.1M +67,736 +19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$78.1M +$8.72M +48,721 +13%
Artisan Partners
23
Artisan Partners
Wisconsin
$67.4M +$34.2K +191 +0.1%
EIP
24
Epoch Investment Partners
New York
$64.6M -$11.6M -64,899 -16%
Northern Trust
25
Northern Trust
Illinois
$62.1M +$11.5M +64,079 +24%

MTN Hedge Fund Activity: Q4 2024 in Review

474 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2024, worth a combined $7.27B — up 9.8% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new MTN positions and 71 closed out — a net gain of 14 holders — while 152 added to existing stakes and 161 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $61.6M. The largest seller was APG Asset Management, cutting an estimated $203M.

  • 474 institutional investors held Vail Resorts (MTN) as of Q4 2024, up from 466 in Q3 2024.
  • Funds reported $7.27B of Vail Resorts stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 85 funds opened new Vail Resorts positions in Q4 2024 and 71 closed out, a net change of +14 holders.
  • The largest Vail Resorts buyer in Q4 2024 was Point72 Asset Management, an estimated $61.6M added.
  • The largest Vail Resorts seller in Q4 2024 was APG Asset Management, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2024.