Question 1

Which hedge funds and institutional investors hold VNET?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for VNET shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for VNET whale holdings?

Accepted Answer

Conviction level reflects how significant VNET is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to VNET, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for VNET?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about VNET?

Accepted Answer

QoQ changes for VNET show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Point72	16.1M	$135.2M	0.2%	$78.1B
Balyasny	6.8M	$57.0M	0.1%	$77.1B
Discovery Capital	6.0M	$50.4M	2.6%	$1.9B
Millennium	5.2M	$43.7M	0.0%	$240.3B
Two Sigma	1.4M	$11.8M	0.0%	$123.9B
American Century	1.4M	$11.7M	0.0%	$194.3B
State Street	921.3K	$7.7M	0.0%	$2896.4B
Brevan Howard	772.1K	$6.2M	0.1%	$11.3B
Farallon Capital	623.3K	$5.2M	0.0%	$17.5B
Citadel	378.2K	$3.2M	0.0%	$618.5B
William Blair	309.0K	$2.6M	0.0%	$30.3B
Citadel	277.1K	$2.3M	0.0%	$618.5B
Citadel	271.3K	$2.3M	0.0%	$618.5B
DE Shaw	125.0K	$1.0M	0.0%	$166.3B
DE Shaw	125.0K	$1.0M	0.0%	$166.3B
BlackRock	122.7K	$1.0M	—	$5723.5B
ExodusPoint	91.2K	$765K	0.0%	$12.4B
Hillhouse	65.1K	$546K	0.0%	$1.7B
DE Shaw	60.0K	$503K	0.0%	$166.3B
Caxton	54.0K	$453K	0.0%	$4.4B
DFA	33.4K	$280K	0.0%	$481.4B
Marshall Wace	33.2K	$279K	0.0%	$100.4B
Schonfeld	22.1K	$185K	0.0%	$14.2B
Geode Capital	20.0K	$168K	—	$1607.5B
Northern Trust	10.3K	$87K	—	$756.6B
Neuberger Berman (Eisman)	86	$722	—	$131.4B

VNET

Who Holds VNET

Changes This Quarter