VNET Group Inc. (VNET) reported Q4 2025 results with top-line growth and a large swing in net income. Total revenue was $384.1 million, up 24.8% year-over-year, while net income attributable to common shareholders rose to $42.9 million, an increase of 1,638.2% versus the prior year.
On the cash flow and balance sheet front, operating cash generation was broadly stable while investment activity increased and the company accumulated more cash on hand.
Shares reacted intraday, trading down 7.84% since market open. The quarter shows stronger bottom-line results alongside higher capital spending and a sizable increase in liabilities, highlighting a mixed picture for VNET Group Inc. (VNET).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
VNET Group Inc. Hedge Fund Activity
We have seen 88 institutional investors add shares of VNET Group Inc. stock to their portfolio, and 116 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. added 8,050,084 shares (+221.6%) to their portfolio in Q4 2025, for an estimated $68,103,710
- INFINI CAPITAL MANAGEMENT LTD removed 7,172,451 shares (-83.4%) from their portfolio in Q4 2025, for an estimated $60,678,935
- OXBOW CAPITAL MANAGEMENT (HK) LTD removed 5,246,990 shares (-91.3%) from their portfolio in Q4 2025, for an estimated $44,389,535
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT added 4,704,600 shares (+291.4%) to their portfolio in Q4 2025, for an estimated $39,800,916
- POINT72 HONG KONG LTD added 3,186,692 shares (+172.2%) to their portfolio in Q3 2025, for an estimated $32,918,528
- TEMASEK HOLDINGS (PRIVATE) LTD added 2,954,350 shares (+988.7%) to their portfolio in Q4 2025, for an estimated $24,993,801
- KADENSA CAPITAL LTD removed 2,436,603 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $25,170,108
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
