GDS Holdings Ltd (GDS) Institutional Ownership

Ownership Summary

A total of 206 institutions have reported a stake in GDS Holdings Ltd (NASDAQ:GDS) as of September 2025, according to recent 13F filings with the SEC.

• The percentage of GDS Holdings owned by institutions changed from 306.1% in June 2025 to 253.9% in September 2025, marking a slight down trend.
• On a quarter-over-quarter basis, institutional holdings shifted by 6.76%, with a year-over-year an increase of 50.36% in the count of filers.
• A review of institutional activity for GDS Holdings shows 137 of 206 filers increasing their positions, while 50 reduced their stake, and 19 remained unchanged.
• The total number of shares held by institutions in GDS Holdings increased to 79.39Mn as of September 2025, a net change of up by 5.03Mn shares quarter on quarter, and down 818.96K shares year over year.
• The top institutional stake in GDS Holdings as of September 30, 2025 belongs to SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD, which owns 9.84Mn shares, or 31.46% of the company.
• Among the most significant buyers of GDS Holdings during September 2025 were JANE STREET GROUP, LLC (2.12Mn), Carrhae Capital LLP (1.23Mn), MARSHALL WACE, LLP (1.16Mn), JPMORGAN CHASE & CO (1.11Mn), BAMCO INC /NY/ (1.10Mn).
• Leading sellers of GDS Holdings stock in September 2025 included SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD (6.00Mn), GOLDMAN SACHS GROUP INC (2.03Mn), MORGAN STANLEY (1.58Mn), CITIGROUP INC (497.91K), Sachem Head Capital Management LP (464.49K).
• The top 10 institutional holders of GDS Holdings for the quarter ending September 2025 included SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD (9.84Mn), CANADA PENSION PLAN INVESTMENT BOARD (7.00Mn), Sachem Head Capital Management LP (6.42Mn), Tekne Capital Management, LLC (6.34Mn), 12 West Capital Management LP (4.52Mn), BAMCO INC /NY/ (4.26Mn), JANE STREET GROUP, LLC (3.62Mn), BAUPOST GROUP LLC/MA (3.25Mn), Triata Capital Ltd (2.41Mn), Alyeska Investment Group, L.P. (1.89Mn).