VNET Group
VNET
164 hedge funds and large institutions have $1.09B invested in VNET Group in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 32 closing their positions.
27% more call options, than puts
Call options by funds: $32.9M | Put options by funds: $25.9M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
13% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 32
0.22% more ownership
Funds ownership: 48.79% → 49.01% (+0.22%)
5% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 58
2% less funds holding
Funds holding: 167 → 164 (-3)
19% less capital invested
Capital invested by funds: $1.34B → $1.09B (-$250M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$74.6M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$43.6M |
| 3 |
Temasek Holdings
Singapore
|
+$27.4M |
| 4 |
JP Morgan Chase
New York
|
+$21.9M |
| 5 |
JFG
Jefferies Financial Group
New York
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Infini Capital Management
Central,
Hong Kong
|
-$66.5M |
| 2 |
OCMH
Oxbow Capital Management (HK)
Hong Kong
|
-$48.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$17M |
| 4 |
CS
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
-$16.2M |
| 5 |
Two Sigma Advisers
New York
|
-$12.3M |
VNET Hedge Fund Activity: Q4 2025 in Review
164 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q4 2025, worth a combined $1.09B — down 19% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new VNET positions and 32 closed out — a net gain of 4 holders — while 55 added to existing stakes and 58 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $74.6M. The largest seller was Infini Capital Management, cutting an estimated $66.5M.
- 164 institutional investors held VNET Group (VNET) as of Q4 2025, down from 167 in Q3 2025.
- Funds reported $1.09B of VNET Group stock for Q4 2025, down 19% quarter-over-quarter.
- 36 funds opened new VNET Group positions in Q4 2025 and 32 closed out, a net change of +4 holders.
- The largest VNET Group buyer in Q4 2025 was Point72 Asset Management, an estimated $74.6M added.
- The largest VNET Group seller in Q4 2025 was Infini Capital Management, an estimated $66.5M sold.
Based on aggregated 13F filings for Q4 2025.