Vacasa, Inc. Class A Common Stock
VCSA
VCSA was delisted on the 30th of April, 2025.
52 hedge funds and large institutions have $61.6M invested in Vacasa, Inc. Class A Common Stock in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 33 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
32% less funds holding
Funds holding: 77 → 52 (-25)
44% less capital invested
Capital invested by funds: $109M → $61.6M (-$47.8M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
73% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASP
Adams Street Partners
Chicago,
Illinois
|
+$4.1M |
| 2 |
Morgan Stanley
New York
|
+$1.26M |
| 3 |
PVM
Palogic Value Management
Dallas,
Texas
|
+$1.07M |
| 4 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$426K |
| 5 |
Citigroup
New York
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$4.34M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$851K |
| 3 |
6CM
683 Capital Management
New York
|
-$692K |
| 4 |
Millennium Management
New York
|
-$630K |
| 5 |
IV
Industry Ventures
San Francisco,
California
|
-$603K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
LPL Financial
San Diego,
California
| – | -$7.38K | -800 | Closed |
|
77
Victory Capital Management
San Antonio,
Texas
| – | -$5.62K | -609 | Closed |
|
78
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$5K | -562 | Closed |
|
79
Barclays
London,
United Kingdom
| – | -$4.91K | -533 | Closed |
|
|
PWM
80
PBMares Wealth Management
Williamsburg,
Virginia
| – | -$4.73K | -513 | Closed |
|
|
MSFS
81
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$4.61K | -500 | Closed |
|
82
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$231 | -25 | Closed |
|
VCSA Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vacasa, Inc. Class A Common Stock (VCSA) for Q4 2023, worth a combined $61.6M — down 44% from $109M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of VCSA and 9 opened new positions — a net loss of 24 holders — while 17 trimmed existing stakes and 16 added.
The largest buyer was Adams Street Partners, adding an estimated $4.1M. The largest seller was PAR Capital Management, exiting entirely with an estimated $4.34M sold.
- 52 institutional investors held Vacasa, Inc. Class A Common Stock (VCSA) as of Q4 2023, down from 77 in Q3 2023.
- Funds reported $61.6M of Vacasa, Inc. Class A Common Stock stock for Q4 2023, down 44% quarter-over-quarter.
- 9 funds opened new Vacasa, Inc. Class A Common Stock positions in Q4 2023 and 33 closed out, a net change of -24 holders.
- The largest Vacasa, Inc. Class A Common Stock buyer in Q4 2023 was Adams Street Partners, an estimated $4.1M added.
- The largest Vacasa, Inc. Class A Common Stock seller in Q4 2023 was PAR Capital Management, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2023.