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VNET

VNET Group

167 hedge funds and large institutions have $1.34B invested in VNET Group in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $73M | Put options by funds: $30.8M

58% more capital invested

Capital invested by funds: $850M → $1.34B (+$495M)

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

31% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 48

9% more funds holding

Funds holding: 153167 (+14)

2.12% more ownership

Funds ownership: 46.66%48.79% (+2.1%)

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
45
Increased
63
Reduced
48
Closed
29
Calls
$73M
Puts
$30.8M
Net Calls
+$42.2M
Net Calls Change
+$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1
Triata Capital
Hong Kong
$123M -$2.34M -277,335 -2%
Morgan Stanley
2
Morgan Stanley
New York
$119M +$9.84M +1,168,455 +11%
Blackstone Inc
3
Blackstone Inc
New York
$107M
ICM
4
Infini Capital Management
Hong Kong
$88.9M -$9.74M -1,156,688 -12%
OCMH
5
Oxbow Capital Management (HK)
Hong Kong
$59.4M
FCM
6
Farallon Capital Management
California
$56.7M +$21M +2,495,000 +83%
PHK
7
Point72 Hong Kong
Hong Kong
$52M +$26.8M +3,186,692 +172%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$47.4M +$12.9M +1,529,660 +50%
UBS Group
9
UBS Group
Switzerland
$44.3M +$15.2M +1,809,987 +73%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$37.5M +$11.5M +1,366,957 +60%
BlackRock
11
BlackRock
New York
$36.3M +$14.2M +1,682,722 +92%
OMC
12
Oasis Management Company
Cayman Islands
$35.6M -$328K -39,001 -1%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$29.3M +$4.52M +537,370 +23%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$27.1M -$2.8M -333,100 -11%
Vanguard Group
15
Vanguard Group
Pennsylvania
$26M +$202K +24,007 +1%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.6M +$9.13M +1,084,693 +98%
Millennium Management
17
Millennium Management
New York
$20.7M +$14.3M +1,698,528 +556%
CS
18
Candriam SCA
Luxembourg
$19.9M +$16.2M +1,922,000 New
American Century Companies
19
American Century Companies
Missouri
$17.7M +$9.27M +1,101,137 +180%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$17M +$792 +94 +0%
DCM
21
Discovery Capital Management
Connecticut
$16.7M +$13.6M +1,614,500 New
William Blair Investment Management
22
William Blair Investment Management
Illinois
$16M +$13M +1,544,178 New
PAMS
23
Pinpoint Asset Management (Singapore)
$15.2M +$92.9K +11,036 +39%
Fidelity International
24
Fidelity International
Bermuda
$12.5M -$1.61M -191,511 -14%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$11.8M +$9.65M +1,146,500 New

VNET Hedge Fund Activity: Q3 2025 in Review

167 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q3 2025, worth a combined $1.34B — up 58% from $850M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VNET positions and 29 closed out — a net gain of 16 holders — while 63 added to existing stakes and 48 trimmed.

The largest buyer was Point72 Hong Kong, adding an estimated $26.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $22.1M.

  • 167 institutional investors held VNET Group (VNET) as of Q3 2025, up from 153 in Q2 2025.
  • Funds reported $1.34B of VNET Group stock for Q3 2025, up 58% quarter-over-quarter.
  • 45 funds opened new VNET Group positions in Q3 2025 and 29 closed out, a net change of +16 holders.
  • The largest VNET Group buyer in Q3 2025 was Point72 Hong Kong, an estimated $26.8M added.
  • The largest VNET Group seller in Q3 2025 was BNP Paribas Financial Markets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q3 2025.