VinFast Auto
VFS
33 hedge funds and large institutions have $12.8M invested in VinFast Auto in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 8 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
17% more capital invested
Capital invested by funds: $11M → $12.8M (+$1.82M)
6% more funds holding
Funds holding: 31 → 33 (+2)
0.02% more ownership
Funds ownership: 0.15% → 0.16% (+0.02%)
5% less call options, than puts
Call options by funds: $2.72M | Put options by funds: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$599K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$421K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$274K |
| 4 |
Jane Street
New York
|
+$255K |
| 5 |
Goldman Sachs
New York
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$396K |
| 2 |
MG
Marex Group
London,
|
-$196K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$150K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$73.2K |
| 5 |
Millennium Management
New York
|
-$68.2K |
VFS Hedge Fund Activity: Q4 2025 in Review
33 of the 8,275 institutional investors tracked by Wall St. Rank reported a position in VinFast Auto (VFS) for Q4 2025, worth a combined $12.8M — up 17% from $11M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VFS positions and 8 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $599K. The largest seller was UBS Group, cutting an estimated $396K.
- 33 institutional investors held VinFast Auto (VFS) as of Q4 2025, up from 31 in Q3 2025.
- Funds reported $12.8M of VinFast Auto stock for Q4 2025, up 17% quarter-over-quarter.
- 11 funds opened new VinFast Auto positions in Q4 2025 and 8 closed out, a net change of +3 holders.
- The largest VinFast Auto buyer in Q4 2025 was Lazard Asset Management, an estimated $599K added.
- The largest VinFast Auto seller in Q4 2025 was UBS Group, an estimated $396K sold.
Based on aggregated 13F filings for Q4 2025.