GDS Holdings
161 hedge funds and large institutions have $2.47B invested in GDS Holdings in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 34 closing their positions.
104% more call options, than puts
Call options by funds: $110M | Put options by funds: $54.2M
39.11% more ownership
Funds ownership: 5.01% → 44.12% (+39%)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
29% more capital invested
Capital invested by funds: $1.92B → $2.47B (+$557M)
24% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 34
15% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 47
4% more funds holding
Funds holding: 155 → 161 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$77.6M |
| 2 |
SHCM
Sachem Head Capital Management
New York
|
+$67.5M |
| 3 |
TC
Triata Capital
Hong Kong
|
+$37.6M |
| 4 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$35.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$39.2M |
| 2 |
ICP
Indus Capital Partners
New York
|
-$34M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$26.9M |
| 5 |
BG
Baupost Group
Boston,
Massachusetts
|
-$25.4M |
GDS Hedge Fund Activity: Q2 2025 in Review
161 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in GDS Holdings (GDS) for Q2 2025, worth a combined $2.47B — up 29% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new GDS positions and 34 closed out — a net gain of 8 holders — while 54 added to existing stakes and 47 trimmed.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $77.6M. The largest seller was Driehaus Capital Management, cutting an estimated $39.2M.
- 161 institutional investors held GDS Holdings (GDS) as of Q2 2025, up from 155 in Q1 2025.
- Funds reported $2.47B of GDS Holdings stock for Q2 2025, up 29% quarter-over-quarter.
- 42 funds opened new GDS Holdings positions in Q2 2025 and 34 closed out, a net change of +8 holders.
- The largest GDS Holdings buyer in Q2 2025 was Canada Pension Plan Investment Board, an estimated $77.6M added.
- The largest GDS Holdings seller in Q2 2025 was Driehaus Capital Management, an estimated $39.2M sold.
Based on aggregated 13F filings for Q2 2025.