VNET Group
VNET
153 hedge funds and large institutions have $850M invested in VNET Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 40 closing their positions.
37.86% more ownership
Funds ownership: 8.81% → 46.66% (+38%)
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
6% less funds holding
Funds holding: 163 → 153 (-10)
20% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 40
24% less capital invested
Capital invested by funds: $1.12B → $850M (-$267M)
28% less call options, than puts
Call options by funds: $11M | Put options by funds: $15.2M
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Triata Capital
Hong Kong
|
+$46.1M |
| 2 |
Morgan Stanley
New York
|
+$21.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$17.6M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$17.4M |
| 5 |
ICM
Infini Capital Management
Central,
Hong Kong
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$29.5M |
| 3 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
-$27.2M |
| 4 |
PHK
Point72 Hong Kong
Hong Kong
|
-$23.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18M |
VNET Hedge Fund Activity: Q2 2025 in Review
153 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2025, worth a combined $850M — down 24% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of VNET and 32 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 63 added.
The largest buyer was Triata Capital, adding an estimated $46.1M. The largest seller was Point72 Asset Management, cutting an estimated $36.7M.
- 153 institutional investors held VNET Group (VNET) as of Q2 2025, down from 163 in Q1 2025.
- Funds reported $850M of VNET Group stock for Q2 2025, down 24% quarter-over-quarter.
- 32 funds opened new VNET Group positions in Q2 2025 and 40 closed out, a net change of -8 holders.
- The largest VNET Group buyer in Q2 2025 was Triata Capital, an estimated $46.1M added.
- The largest VNET Group seller in Q2 2025 was Point72 Asset Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2025.