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VNET

VNET Group

163 hedge funds and large institutions have $1.12B invested in VNET Group in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 25

146% more capital invested

Capital invested by funds: $453M → $1.12B (+$664M)

71% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $17.2M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more funds holding

Funds holding: 106163 (+57)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

2.63% more ownership

Funds ownership: 6.18%8.81% (+2.6%)

Holders
163
Holders Change
+57
Holders Change %
+53.77%
% of All Funds
2.19%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
82
Increased
39
Reduced
35
Closed
25
Calls
$29.5M
Puts
$17.2M
Net Calls
+$12.3M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$85.3M
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$68.8M +$73M +7,962,502 +1,870%
UBS Group
3
UBS Group
Switzerland
$60.7M +$52.2M +5,688,578 +332%
ICM
4
Infini Capital Management
Hong Kong
$57.5M
Morgan Stanley
5
Morgan Stanley
New York
$55.4M -$3.83M -417,445 -6%
PHK
6
Point72 Hong Kong
Hong Kong
$47.5M +$53.1M +5,793,684 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$45.1M +$2.55M +278,496 +5%
Norges Bank
8
Norges Bank
Norway
$40.3M +$41.7M +4,553,275 +1,264%
TC
9
Triata Capital
Hong Kong
$37.2M -$50.1M -5,460,843 -55%
OCMH
10
Oxbow Capital Management (HK)
Hong Kong
$28.7M +$32.1M +3,500,000 New
OMC
11
Oasis Management Company
Cayman Islands
$28.6M +$732K +79,788 +2%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$27.5M +$30.7M +3,349,100 New
TAMH
13
Taikang Asset Management (HK)
Hong Kong
$27.2M +$30.4M +3,318,335 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$23.8M +$12.7M +1,381,456 +91%
Goldman Sachs
15
Goldman Sachs
New York
$22.3M +$10.8M +1,181,797 +77%
Millennium Management
16
Millennium Management
New York
$22M -$26.6M -2,898,605 -52%
FCM
17
Farallon Capital Management
California
$20M +$16.4M +1,789,120 +275%
Two Sigma Investments
18
Two Sigma Investments
New York
$19.8M +$16.5M +1,804,998 +294%
PI
19
PineBridge Investments
New York
$19.6M +$22M +2,394,472 New
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$17M -$629K -68,562 -3%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$16.6M +$17.4M +1,901,100 +1,580%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$15.9M +$17.8M +1,941,779 New
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$15M +$16.7M +1,823,571 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$14M +$15.6M +1,705,324 +2,304,492%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$13.5M +$15.1M +1,647,000 New

VNET Hedge Fund Activity: Q1 2025 in Review

163 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2025, worth a combined $1.12B — up 146% from $453M a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VNET positions and 25 closed out — a net gain of 57 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $73M. The largest seller was Triata Capital, cutting an estimated $50.1M.

  • 163 institutional investors held VNET Group (VNET) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $1.12B of VNET Group stock for Q1 2025, up 146% quarter-over-quarter.
  • 82 funds opened new VNET Group positions in Q1 2025 and 25 closed out, a net change of +57 holders.
  • The largest VNET Group buyer in Q1 2025 was Point72 Asset Management, an estimated $73M added.
  • The largest VNET Group seller in Q1 2025 was Triata Capital, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2025.