Vacasa, Inc. Class A Common Stock
VCSA
VCSA was delisted on the 30th of April, 2025.
110 hedge funds and large institutions have $225M invested in Vacasa, Inc. Class A Common Stock in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 28 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 19
4% less funds holding
Funds holding: 115 → 110 (-5)
11% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 28
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
61% less capital invested
Capital invested by funds: $573M → $225M (-$348M)
88% less call options, than puts
Call options by funds: $61K | Put options by funds: $521K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.4M |
| 2 |
ASP
Adams Street Partners
Chicago,
Illinois
|
+$5.21M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.71M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVM
Altos Ventures Management
Burlingame,
California
|
-$19.6M |
| 2 |
CFM
Comprehensive Financial Management
Los Gatos,
California
|
-$12.7M |
| 3 |
Millennium Management
New York
|
-$12.4M |
| 4 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$6.82M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$5.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
126
Dynamic Technology Lab
Singapore
| – | -$73K | -1,189 | Closed |
|
|
TNBTD
127
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$61K | -1,000 | Closed |
|
|
EGM
128
Engineers Gate Manager
New York
| – | -$59K | -954 | Closed |
|
|
QC
129
Quadrature Capital
London,
United Kingdom
| – | -$52K | -856 | Closed |
|
|
CT
130
Colonial Trust
Spartanburg,
South Carolina
| – | -$52K | -850 | Closed |
|
|
SOW
131
State of Wyoming
Cheyenne,
Wyoming
| – | -$49K | -798 | Closed |
|
|
CSS
132
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$46K | -757 | Closed |
|
133
Principal Financial Group
Des Moines,
Iowa
| – | -$35K | -574 | Closed |
|
|
PTC
134
Petrus Trust Company
Dallas,
Texas
| – | -$34K | -549 | Closed |
|
|
EI
135
Ellevest Inc
New York
| – | -$1K | -12 | Closed |
|
VCSA Hedge Fund Activity: Q4 2022 in Review
110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vacasa, Inc. Class A Common Stock (VCSA) for Q4 2022, worth a combined $225M — down 61% from $573M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of VCSA and 25 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 42 added.
The largest buyer was Balyasny Asset Management, adding an estimated $11.4M. The largest seller was Altos Ventures Management, exiting entirely with an estimated $19.6M sold.
- 110 institutional investors held Vacasa, Inc. Class A Common Stock (VCSA) as of Q4 2022, down from 115 in Q3 2022.
- Funds reported $225M of Vacasa, Inc. Class A Common Stock stock for Q4 2022, down 61% quarter-over-quarter.
- 25 funds opened new Vacasa, Inc. Class A Common Stock positions in Q4 2022 and 28 closed out, a net change of -3 holders.
- The largest Vacasa, Inc. Class A Common Stock buyer in Q4 2022 was Balyasny Asset Management, an estimated $11.4M added.
- The largest Vacasa, Inc. Class A Common Stock seller in Q4 2022 was Altos Ventures Management, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2022.