GS icon

Goldman Sachs
GS

Overview Fund Activity

2,559 hedge funds and large institutions have $156B invested in Goldman Sachs in 2025 Q2 according to their latest regulatory filings, with 278 funds opening new positions, 1,030 increasing their positions, 917 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,559
Holders Change
+100
Holders Change %
+4.07%
% of All Funds
34.31%
Holding in Top 10
94
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+42.42%
% of All Funds
1.26%
New
278
Increased
1,030
Reduced
917
Closed
139
Calls
$8.23B
Puts
$8.4B
Net Calls
-$175M
Net Calls Change
+$4.36M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$555M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$434M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$409M
4
AM
AGF Management
Ontario, Canada
+$330M
5
UBS AM
UBS AM
Illinois
+$304M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$570M
2
BlackRock
BlackRock
New York
-$555M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$511M
4
Capital World Investors
Capital World Investors
California
-$505M
5
Amundi
Amundi
France
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
551
Axxcess Wealth Management
California
$9.35M +$398K +563 +4%
EWA
552
EP Wealth Advisors
California
$9.33M +$4.55M +6,427 +95%
CIM
553
Contravisory Investment Management
Massachusetts
$9.27M +$9.26M +13,088 +218,133%
LGF
554
LGT Group Foundation
Liechtenstein
$9.26M -$188K -265 -2%
NIP
555
Nicholas Investment Partners
California
$9.2M – – –
TCA
556
Trifecta Capital Advisors
Illinois
$9.17M +$24.8K +35 +0.3%
CCS
557
Concentric Capital Strategies
Connecticut
$9.17M +$9.17M +12,952 New
WorldQuant Millennium Advisors
558
WorldQuant Millennium Advisors
New York
$9.16M -$16.7M -23,577 -65%
AAS
559
Annex Advisory Services
Wisconsin
$9.11M -$1.33M -1,885 -13%
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$9.02M -$2.24M -3,168 -20%
DC
561
Davenport & Co
Virginia
$9.01M -$87.8K -124 -1%
BFG
562
Bleakley Financial Group
New Jersey
$8.99M -$195K -276 -2%
SIC
563
Sigma Investment Counselors
Michigan
$8.92M +$463K +654 +5%
JPWM
564
Jamison Private Wealth Management
Georgia
$8.91M +$219K +310 +3%
WA
565
Waverly Advisors
Alabama
$8.88M -$708 -1 -0%
MASUI
566
MIRAE ASSET SECURITIES (USA) INC.
New York
$8.87M +$8.87M +12,532 New
JWCA
567
J.W. Cole Advisors
Florida
$8.87M +$1.89M +2,668 +27%
SIAP
568
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.85M +$139K +197 +2%
TCM
569
Telos Capital Management
California
$8.74M +$142K +200 +2%
SAM
570
Silvercrest Asset Management
New York
$8.73M -$73.6K -104 -0.8%
CL
571
Choreo LLC
Illinois
$8.71M +$522K +737 +6%
SW
572
Solidarity Wealth
Utah
$8.7M -$1.26M -1,786 -13%
LK
573
Lumbard & Kellner
New Hampshire
$8.7M -$134K -189 -2%
AWAG
574
ARS Wealth Advisors Group
Florida
$8.69M +$107K +151 +1%
VSI
575
Verde Servicos Internacionais
Brazil
$8.68M +$8.68M +12,257 New
21 22
23
24 25