Smart Money Radar / Tickers / VNET

VNET Software & Services

CROWD: RED Active holders jumped 76 to 95 recently (25% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
95
of 189 total, index funds excluded
This quarter
+40
20 out
Conviction
2 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $1.2B held
FundValueNote
Steve Cohen $135M famous whale
Triata Capital Ltd $94M
Blackstone Inc. $87M
MORGAN STANLEY $59M
Balyasny Asset Management L… $57M
DISCOVERY CAPITAL MANAGEMEN… $50M
MIRAE ASSET GLOBAL ETFS HOL… $49M
UBS Group AG $48M
MILLENNIUM MANAGEMENT LLC $44M
GOLDMAN SACHS GROUP INC $39M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.