VNET Group
VNET
192 hedge funds and large institutions have $1.17B invested in VNET Group in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 31 closing their positions.
97% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 31
36% more call options, than puts
Call options by funds: $45.1M | Put options by funds: $33.2M
18% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 56
17% more funds holding
Funds holding: 164 → 192 (+28)
7% more capital invested
Capital invested by funds: $1.09B → $1.17B (+$71.2M)
3.67% more ownership
Funds ownership: 49.01% → 52.68% (+3.7%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$47M |
| 2 |
Goldman Sachs
New York
|
+$46.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$29M |
| 4 |
D.E. Shaw & Co
New York
|
+$26.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$60M |
| 2 |
Morgan Stanley
New York
|
-$34.3M |
| 3 |
JP Morgan Chase
New York
|
-$26.4M |
| 4 |
JFG
Jefferies Financial Group
New York
|
-$20.9M |
| 5 |
Temasek Holdings
Singapore
|
-$19.2M |
VNET Hedge Fund Activity: Q1 2026 in Review
192 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2026, worth a combined $1.17B — up 6.5% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VNET positions and 31 closed out — a net gain of 30 holders — while 66 added to existing stakes and 56 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $47M. The largest seller was Farallon Capital Management, cutting an estimated $60M.
- 192 institutional investors held VNET Group (VNET) as of Q1 2026, up from 164 in Q4 2025.
- Funds reported $1.17B of VNET Group stock for Q1 2026, up 6.5% quarter-over-quarter.
- 61 funds opened new VNET Group positions in Q1 2026 and 31 closed out, a net change of +30 holders.
- The largest VNET Group buyer in Q1 2026 was Point72 Asset Management, an estimated $47M added.
- The largest VNET Group seller in Q1 2026 was Farallon Capital Management, an estimated $60M sold.
Based on aggregated 13F filings for Q1 2026.