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GDS Holdings

203 hedge funds and large institutions have $3.01B invested in GDS Holdings in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 24

50% more call options, than puts

Call options by funds: $184M | Put options by funds: $122M

31% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 52

27% more funds holding

Funds holding: 160203 (+43)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

22% more capital invested

Capital invested by funds: $2.47B → $3.01B (+$534M)

1.76% less ownership

Funds ownership: 44.12%42.36% (-1.8%)

Holders
203
Holders Change
+43
Holders Change %
+26.88%
% of All Funds
2.66%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
67
Increased
68
Reduced
52
Closed
24
Calls
$184M
Puts
$122M
Net Calls
+$61.6M
Net Calls Change
+$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
STT
1
Singapore Technologies Telemedia
Singapore
$381M -$213M -6,000,000 -38%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$271M
SHCM
3
Sachem Head Capital Management
New York
$248M -$16.5M -464,485 -7%
TCM
4
Tekne Capital Management
New York
$245M +$2.59M +72,989 +1%
1WCM
5
12 West Capital Management
New York
$175M -$12.1M -342,500 -7%
BAMCO Inc
6
BAMCO Inc
New York
$165M +$39.2M +1,104,756 +35%
BG
7
Baupost Group
Massachusetts
$126M
TC
8
Triata Capital
Hong Kong
$93.2M +$22.3M +630,339 +35%
Jane Street
9
Jane Street
New York
$84.8M +$49.1M +1,384,624 +172%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$73.2M +$25.7M +724,290 +62%
CC
11
Carrhae Capital
United Kingdom
$63.8M +$43.7M +1,231,375 +295%
UBS Group
12
UBS Group
Switzerland
$56.3M +$16.9M +475,370 +49%
Marshall Wace
13
Marshall Wace
United Kingdom
$47.5M +$41.1M +1,157,934 +1,672%
Morgan Stanley
14
Morgan Stanley
New York
$44.5M -$56M -1,579,338 -58%
JP Morgan Chase
15
JP Morgan Chase
New York
$43.2M +$39.5M +1,114,354 +52,097%
American Century Companies
16
American Century Companies
Missouri
$42.8M +$9.75M +275,068 +33%
DCM
17
Discovery Capital Management
Connecticut
$40.9M +$37.4M +1,056,200 New
Goldman Sachs
18
Goldman Sachs
New York
$35.7M -$66.4M -1,873,105 -67%
Cerity Partners
19
Cerity Partners
New York
$30.5M -$6.38M -179,974 -19%
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$28.7M +$9.95M +280,806 +64%
NCL
21
Nishkama Capital LLC
Puerto Rico
$28M +$25.7M +724,479 New
BGM
22
Burkehill Global Management
New York
$27.1M
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$22.7M -$532K -14,997 -2%
BlackRock
24
BlackRock
New York
$21.4M +$8.72M +245,928 +80%
Bank of America
25
Bank of America
North Carolina
$20.5M +$10.6M +298,963 +130%

GDS Hedge Fund Activity: Q3 2025 in Review

203 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in GDS Holdings (GDS) for Q3 2025, worth a combined $3.01B — up 22% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new GDS positions and 24 closed out — a net gain of 43 holders — while 68 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, adding an estimated $49.1M. The largest seller was Singapore Technologies Telemedia, cutting an estimated $213M.

  • 203 institutional investors held GDS Holdings (GDS) as of Q3 2025, up from 160 in Q2 2025.
  • Funds reported $3.01B of GDS Holdings stock for Q3 2025, up 22% quarter-over-quarter.
  • 67 funds opened new GDS Holdings positions in Q3 2025 and 24 closed out, a net change of +43 holders.
  • The largest GDS Holdings buyer in Q3 2025 was Jane Street, an estimated $49.1M added.
  • The largest GDS Holdings seller in Q3 2025 was Singapore Technologies Telemedia, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2025.