VNET Group, Inc.

VNET • NASDAQ

VNET Group, Inc. is a publicly traded company on NASDAQ. As of Q3 2025, 158 institutional investors hold shares in this company, with total holdings valued at $1.3B. Triata Capital Ltd is the largest holder with a position valued at $123.4M.

Employees3.0K

Websitevnet.com

Overview

Overview of institutional ownership in VNET as of Q3 2025

All Institutions

Institutions: 158
Value Held: $1.3B
Shares Held: 127.5M
Avg Position: $8.3M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 21
Value Held: $245.8M
Shares Held: 23.8M
Avg Position: $11.7M
Median Position: $4.2M

Biggest Investors

Institutions with the largest positions in VNET as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Triata Capital Ltd Private Equity	Blake Ransom Battaglia Managing Partner	$123.4M 14.40% of portfolio	0.00% 11.9M shares	Q4 2024 Held for 11 months	$856.8M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$118.6M 0.01% of portfolio	0.00% 11.5M shares	Q4 2022 Held for 2y 11m	$1.65T
Blackstone Group L.P. Institution	Jonathan D. Gray President	$107.5M 0.46% of portfolio	0.00% 10.4M shares	Q4 2022 Held for 2y 11m	$23.2B
I Infini Capital Management Ltd Institution	-	$88.9M 89.27% of portfolio	0.00% 8.6M shares	Q3 2024 Held for 1y 2m	$99.5M
O Oxbow Capital Management Ltd Institution	-	$59.4M 9.71% of portfolio	0.00% 5.8M shares	Q3 2025 Held for 2 months	$611.7M
FARALLON CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Kim Managing Partner	$56.7M 0.32% of portfolio	0.00% 5.5M shares	Q1 2025 Held for 8 months	$17.7B
S S.A.C. Capital Advisors Ltd. Institution	-	$52.0M 2.52% of portfolio	0.00% 5.0M shares	Q1 2025 Held for 8 months	$2.1B
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$47.4M 0.10% of portfolio	0.00% 4.6M shares	Q2 2025 Held for 5 months	$48.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$44.3M 0.01% of portfolio	0.00% 4.3M shares	Q1 2025 Held for 8 months	$511.54B
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	Steven Alan Cohen CEO	$37.5M 0.09% of portfolio	0.00% 3.6M shares	Q2 2024 Held for 1y 5m	$43.2B

Net Capital Flow

Institutional buying and selling activity for VNET in Q3 2025

Net Flow: +$83.4M
Buyers: 66
Sellers: 70
Total Bought: +$267.3M
Total Sold: −$183.9M
Avg Position: $7.8M

Biggest Buyers

Institution	Net Bought	Current Position
S S.A.C. Capital Advisors Ltd. Institution	+$32.9M +3.2M shares	$52.0M 5.0M shares
FARALLON CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$25.8M +2.5M shares	$56.7M 5.5M shares
Candriam Luxembourg S.C.A. Long Only Manager	+$19.9M +1.9M shares	$19.9M 1.9M shares
UBS Group AG Institution	+$18.7M +1.8M shares	$44.3M 4.3M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$17.5M +1.7M shares	$20.7M 2.0M shares
B BlackRock, Inc. Institution	+$17.4M +1.7M shares	$36.3M 3.5M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$15.8M +1.5M shares	$47.4M 4.6M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$14.1M +1.4M shares	$37.5M 3.6M shares
MORGAN STANLEY RIA/Wealth	+$12.1M +1.2M shares	$118.6M 11.5M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$11.4M +1.1M shares	$17.7M 1.7M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BNP PARIBAS ARBITRAGE, SA Institution	−$27.1M −2.6M shares	$7.4M 715.1K shares
BANK OF AMERICA CORP /DE/ Institution	−$25.0M −2.4M shares	$1.7M 162.1K shares
K KADENSA CAPITAL Ltd Institution	−$16.8M −2.4M shares	Sold Off 0 shares
I Infini Capital Management Ltd Institution	−$11.9M −1.2M shares	$88.9M 8.6M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$11.2M −1.1M shares	$3.2M 308.8K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	−$10.1M −1.5M shares	Sold Off 0 shares
C Cubist Systematic Strategies, LLC Institution	−$9.8M −1.4M shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$8.8M −1.3M shares	Sold Off 0 shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$8.0M −1.2M shares	Sold Off 0 shares
P Pacer Advisors, Inc. Institution	−$5.8M −559.8K shares	$6.5M 625.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VNET in Q3 2025

New Positions: 32
New Value: $140.7M
Exited Positions: 28
Exited Value: $74.7M

New Positions

Institution	Position Value
O Oxbow Capital Management Ltd Institution	$59.4M 5.8M shares
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Hedge Fund•Global Macro	$16.7M 1.6M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	$16.0M 1.5M shares
A Alden Global Capital LLC Institution	$10.2M 982.9K shares
L LMR Partners LLP Institution	$7.7M 750.0K shares
NS Partners Ltd Long Only Manager	$7.1M 686.7K shares
BARCLAYS PLC Institution	$6.6M 643.5K shares
Portolan Capital Management, LLC Hedge Fund•Long/Short	$5.9M 567.5K shares
Baker Avenue Asset Management, LP RIA/Wealth	$1.9M 187.0K shares
D DnB Asset Management AS Institution	$1.7M 168.8K shares

Exited Positions

Institution	Previous Position
K KADENSA CAPITAL Ltd Institution	$16.8M 2.4M shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	$10.1M 1.5M shares
C Cubist Systematic Strategies, LLC Institution	$9.8M 1.4M shares
D D. E. Shaw & Co., Inc. Institution	$8.8M 1.3M shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$8.0M 1.2M shares
G GF FUND MANAGEMENT CO. LTD. Institution	$4.7M 677.0K shares
Q Qube Research & Technologies Ltd Institution	$3.6M 517.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$2.2M 319.0K shares
V Valliance Asset Management Ltd Institution	$1.9M 270.9K shares
M Man Group plc Institution	$1.7M 250.8K shares

Options Activity

Institutions with the largest Call and Put options positions in VNET as of Q3 2025

Call Positions: 14
Call Value: $45.6M
Put Positions: 10
Put Value: $22.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.2M 12.7K contracts
P PEAK6 LLC Institution	$12.4M 12.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$8.0M 7.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.8M 3.7K contracts
WELLS FARGO & COMPANY/MN Institution	$2.6M 2.5K contracts
J JANE STREET GROUP, LLC Institution	$1.8M 1.8K contracts
W WOLVERINE TRADING, LLC Institution	$1.5M 1.4K contracts
Walleye Trading LLC RIA/Wealth	$1.4M 1.3K contracts
Caption Management, LLC Hedge Fund•Long/Short	$475.2K 460.0 contracts
C Cubist Systematic Strategies, LLC Institution	$167.3K 162.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.7M 9.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.1M 3.0K contracts
J JANE STREET GROUP, LLC Institution	$3.0M 2.9K contracts
Crawford Fund Management, LLC Hedge Fund•Long/Short	$2.3M 2.2K contracts
LEUCADIA NATIONAL CORP Institution	$1.5M 1.5K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.5M 1.5K contracts
W WOLVERINE TRADING, LLC Institution	$369.6K 355.0 contracts
C Cubist Systematic Strategies, LLC Institution	$341.9K 331.0 contracts
Walleye Trading LLC RIA/Wealth	$149.8K 145.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with VNET as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
I Infini Capital Management Ltd Institution	-	89.27% $88.9M	0.00% 8.6M shares	Q3 2024 Held for 1y 2m	$99.5M
Triata Capital Ltd Private Equity	Blake Ransom Battaglia Managing Partner	14.40% $123.4M	0.00% 11.9M shares	Q4 2024 Held for 11 months	$856.8M
O Oxbow Capital Management Ltd Institution	-	9.71% $59.4M	0.00% 5.8M shares	Q3 2025 Held for 2 months	$611.7M
O Oasis Management Co Ltd. Institution	-	7.86% $35.6M	0.00% 3.4M shares	Q4 2022 Held for 2y 11m	$453.2M
A Alden Global Capital LLC Institution	-	5.93% $10.2M	0.00% 982.9K shares	Q3 2025 Held for 2 months	$171.1M
AI-Squared Management Ltd Private Equity	-	4.06% $3.9M	0.00% 377.3K shares	Q3 2025 Held for 2 months	$96.0M
H Hel Ved Capital Management Ltd Institution	-	2.67% $4.6M	0.00% 444.9K shares	Q1 2025 Held for 8 months	$172.2M
H Hidden Lake Asset Management LP Hedge Fund•Long/Short	Kevin Ka Wah Mok Founder	2.57% $6.1M	0.00% 594.9K shares	Q3 2025 Held for 2 months	$239.0M
S S.A.C. Capital Advisors Ltd. Institution	-	2.52% $52.0M	0.00% 5.0M shares	Q1 2025 Held for 8 months	$2.1B
M Maso Capital Partners Ltd Institution	-	1.40% $774.8K	0.00% 75.0K shares	Q3 2025 Held for 2 months	$55.5M

Hedge Fund Spotlight

Discover hedge funds investing in VNET

Portolan Capital Management, LLC

Hedge Fund • Long/Short

Portfolio ManagerGeorge Frederic Mccabe

Portfolio Value: $1.8B
Positions: 119
Last Reported: Q3 2025

Sector Allocation

Position in VNET Group, Inc.

Market Value: $5.9M
Shares Held: 567.5K
Portfolio Weight: 0.32%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Modine Manufacturing MOD	Auto - Parts Consumer Cyclical	$85.6M	4.63%
2 TTM Technologies TTMI	Hardware, Equipment & Parts Technology	$68.5M	3.71%
3 e.l.f. Beauty ELF	Household & Personal Products Consumer Defensive	$64.6M	3.49%