We are live on ! Find out more
VFS icon

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
7
Closed
8
Calls
$2.72M
Puts
$2.88M
Net Calls
-$158K
Net Calls Change
+$606K

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$599K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$421K
3
TI
Tidal Investments
Wisconsin
+$274K
4
Jane Street
Jane Street
New York
+$255K
5
Goldman Sachs
Goldman Sachs
New York
+$243K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$396K
2
MG
Marex Group
-$196K
3
Bank of America
Bank of America
North Carolina
-$150K
4
Simplex Trading
Simplex Trading
Illinois
-$73.2K
5
Millennium Management
Millennium Management
New York
-$68.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$6.65M -$9.13K -2,737 -0.1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.19M +$421K +126,262 +55%
TI
3
Tidal Investments
Wisconsin
$1.18M +$274K +81,972 +30%
Lazard Asset Management
4
Lazard Asset Management
New York
$600K +$599K +179,585 New
Goldman Sachs
5
Goldman Sachs
New York
$523K +$243K +72,923 +87%
UBS Group
6
UBS Group
Switzerland
$395K -$396K -118,793 -50%
Mitsubishi UFJ Asset Management
7
Mitsubishi UFJ Asset Management
Japan
$294K +$61.3K +18,364 +27%
VA
8
Vident Advisory
Georgia
$289K +$121K +36,198 +72%
Jane Street
9
Jane Street
New York
$255K +$255K +76,274 New
WAM
10
Weiss Asset Management
Massachusetts
$166K – – –
SS
11
SBI Securities
Japan
$137K -$17.2K -5,148 -11%
BTI
12
Blue Trust Inc
Georgia
$135K +$39.1K +11,705 +41%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$127K +$109K +32,686 +594%
Mariner
14
Mariner
Kansas
$121K +$34.3K +10,279 +40%
State Street
15
State Street
Massachusetts
$107K +$29.5K +8,844 +38%
LPL Financial
16
LPL Financial
California
$105K +$105K +31,572 New
Bank of America
17
Bank of America
North Carolina
$101K -$150K -44,951 -60%
Lido Advisors
18
Lido Advisors
California
$82.3K – – –
XT
19
XTX Topco
Cayman Islands
$73.9K +$73.9K +22,140 New
Morgan Stanley
20
Morgan Stanley
New York
$67.9K -$25.9K -7,765 -28%
HF
21
HRT Financial
New York
$66K +$66.9K +20,058 New
QC
22
Quadrature Capital
United Kingdom
$48.1K +$48.1K +14,412 New
Renaissance Technologies
23
Renaissance Technologies
New York
$40.4K +$40.4K +12,100 New
BIG
24
Brooklyn Investment Group
New York
$39.2K +$38.9K +11,646 New
Simplex Trading
25
Simplex Trading
Illinois
$17.3K -$73.2K -21,937 -81%
1
2

VFS Hedge Fund Activity: Q4 2025 in Review

33 of the 8,228 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.