VNET Group
VNET
160 hedge funds and large institutions have $1.31B invested in VNET Group in 2026 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 62 closing their positions.
85% more capital inflows, than outflows
Capital inflows: $510M | Capital outflows: $275M
36% more call options, than puts
Call options by funds: $86M | Put options by funds: $63.1M
34% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 47
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5.73% more ownership
Funds ownership: 51.68% → 57.41% (+5.7%)
17% less funds holding
Funds holding: 192 → 160 (-32)
47% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
+$40.3M |
| 2 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$34.6M |
| 3 |
Millennium Management
New York
|
+$32.4M |
| 4 |
PAMS
Pinpoint Asset Management (Singapore)
Singapore,
|
+$30.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$50.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$48.1M |
| 3 |
Goldman Sachs
New York
|
-$20M |
| 4 |
KC
Kadensa Capital
Central,
Hong Kong
|
-$12M |
| 5 |
Two Sigma Investments
New York
|
-$11.2M |
VNET Hedge Fund Activity: Q2 2026 in Review
160 of the 8,351 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2026, worth a combined $1.31B — up 13% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of VNET and 33 opened new positions — a net loss of 29 holders — while 47 trimmed existing stakes and 63 added.
The largest buyer was Carmignac Gestion, adding an estimated $40.3M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $50.4M sold.
- 160 institutional investors held VNET Group (VNET) as of Q2 2026, down from 192 in Q1 2026.
- Funds reported $1.31B of VNET Group stock for Q2 2026, up 13% quarter-over-quarter.
- 33 funds opened new VNET Group positions in Q2 2026 and 62 closed out, a net change of -29 holders.
- The largest VNET Group buyer in Q2 2026 was Carmignac Gestion, an estimated $40.3M added.
- The largest VNET Group seller in Q2 2026 was Discovery Capital Management, an estimated $50.4M sold.
Based on aggregated 13F filings for Q2 2026.