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Goldman Sachs

2,127 hedge funds and large institutions have $105B invested in Goldman Sachs in 2024 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 797 increasing their positions, 758 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 103

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

6% more capital invested

Capital invested by funds: $98.8B → $105B (+$6B)

4% more funds holding

Funds holding: 2,0442,127 (+83)

5% more repeat investments, than reductions

Existing positions increased: 797 | Existing positions reduced: 758

9% less call options, than puts

Call options by funds: $4.82B | Put options by funds: $5.3B

2.22% less ownership

Funds ownership: 74.18%71.96% (-2.2%)

Holders
2,127
Holders Change
+83
Holders Change %
+4.06%
% of All Funds
30.72%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
0.75%
New
215
Increased
797
Reduced
758
Closed
103
Calls
$4.82B
Puts
$5.3B
Net Calls
-$477M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
GQG Partners
501
GQG Partners
Florida
$6.97M +$736K +1,677 +12%
CGH
502
Crossmark Global Holdings
Texas
$6.96M -$247K -562 -4%
PWM
503
Perigon Wealth Management
California
$6.96M -$788K -1,795 -10%
CCM
504
Channing Capital Management
Illinois
$6.93M -$1.14M -2,605 -15%
SF
505
Synovus Financial
Georgia
$6.91M +$169K +384 +3%
WG
506
Welch Group
Alabama
$6.84M +$134K +306 +2%
AWS
507
Atria Wealth Solutions
New York
$6.82M +$936K +2,134 +16%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$6.78M +$1.28M +2,912 +24%
BCM
509
Blume Capital Management
California
$6.77M -$10.1K -23 -0.2%
LG
510
Leuthold Group
Minnesota
$6.76M +$6.56M +14,946 New
SCTC
511
Sanibel Captiva Trust Company
Florida
$6.76M +$1.13M +2,568 +21%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$6.67M -$1.76M -4,019 -21%
AG
513
AlTi Global
New York
$6.67M -$91.3K -208 -1%
BPA
514
Beacon Pointe Advisors
California
$6.65M +$107K +243 +2%
SIAP
515
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.65M -$40.8K -93 -0.6%
BFS
516
Bard Financial Services
Connecticut
$6.65M -$54.9K -125 -0.8%
Thrivent Financial for Lutherans
517
Thrivent Financial for Lutherans
Minnesota
$6.59M +$278K +634 +5%
BBWA
518
Bell & Brown Wealth Advisors
California
$6.48M +$215K +491 +4%
SC
519
Stolper & Co
Oklahoma
$6.44M +$130K +296 +2%
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
$6.43M
CSIC
521
Clifford Swan Investment Counsel
California
$6.39M -$12.3K -28 -0.2%
EOJOAM
522
E. Ohman J:or Asset Management
Sweden
$6.34M +$316K +720 +5%
AssetMark Inc
523
AssetMark Inc
California
$6.26M -$1.48M -3,373 -20%
HAG
524
HighPoint Advisor Group
Illinois
$6.25M +$2.96M +6,747 +120%
PAM
525
Pegasus Asset Management
New York
$6.18M +$3.51K +8 +0.1%

GS Hedge Fund Activity: Q2 2024 in Review

2,127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q2 2024, worth a combined $105B — up 6.1% from $98.8B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new GS positions and 103 closed out — a net gain of 112 holders — while 797 added to existing stakes and 758 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $412M. The largest seller was Greenhaven Associates, cutting an estimated $982M.

  • 2,127 institutional investors held Goldman Sachs (GS) as of Q2 2024, up from 2,044 in Q1 2024.
  • Funds reported $105B of Goldman Sachs stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 215 funds opened new Goldman Sachs positions in Q2 2024 and 103 closed out, a net change of +112 holders.
  • The largest Goldman Sachs buyer in Q2 2024 was JP Morgan Chase, an estimated $412M added.
  • The largest Goldman Sachs seller in Q2 2024 was Greenhaven Associates, an estimated $982M sold.

Based on aggregated 13F filings for Q2 2024.