GS icon

Goldman Sachs
GS

Overview Fund Activity

2,030 hedge funds and large institutions have $98.6B invested in Goldman Sachs in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 798 increasing their positions, 711 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
+75
Holders Change %
+3.84%
% of All Funds
29.42%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.7%
New
204
Increased
798
Reduced
711
Closed
106
Calls
$5.21B
Puts
$5.93B
Net Calls
-$714M
Net Calls Change
+$333M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Franklin Resources
Franklin Resources
California
+$825M
3
Barclays
Barclays
United Kingdom
+$432M
4
Marshall Wace
Marshall Wace
United Kingdom
+$402M
5
UBS Group
UBS Group
Switzerland
+$360M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.21B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$472M
3
MA
Marshfield Associates
District of Columbia
-$351M
4
GQG Partners
GQG Partners
Florida
-$297M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
676
Concentric Wealth Management
California
$3.17M -$9.19K -22 -0.3%
PFS
677
Prospera Financial Services
Texas
$3.16M -$68.1K -163 -2%
KeyBank National Association
678
KeyBank National Association
Ohio
$3.14M +$740K +1,772 +31%
HWP
679
Highline Wealth Partners
California
$3.13M – – –
NRS
680
Neville Rodie & Shaw
New York
$3.13M -$440K -1,053 -12%
HWM
681
HB Wealth Management
Georgia
$3.11M +$96.5K +231 +3%
BFS
682
Bradley Foster & Sargent
Connecticut
$3.11M -$441K -1,056 -12%
CG
683
Caprock Group
Idaho
$3.1M +$253K +606 +9%
PAM
684
Paradigm Asset Management
New York
$3.09M -$125K -300 -4%
AF
685
Allworth Financial
California
$3.09M +$271K +648 +10%
WA
686
Waverly Advisors
Alabama
$3.08M -$3.57M -8,559 -54%
LFAS
687
Level Four Advisory Services
Texas
$3.08M +$198K +514 +7%
NB
688
NBT Bank
New York
$3.07M -$28.4K -68 -0.9%
BP
689
Ballentine Partners
Massachusetts
$3.02M +$147K +352 +5%
DPAM
690
Degroof Petercam Asset Management
Belgium
$3.01M -$125K -300 -4%
LGF
691
LGT Group Foundation
Liechtenstein
$3M +$319K +764 +12%
PVI
692
Pine Valley Investments
New Jersey
$3M -$480K -1,150 -14%
TC
693
Trilogy Capital
California
$2.99M +$2.99M +7,160 New
NIM
694
NEOS Investment Management
Connecticut
$2.98M -$627K -1,502 -17%
WI
695
Wintrust Investments
Illinois
$2.97M -$736K -1,923 -20%
AWP
696
Ascent Wealth Partners
New York
$2.91M +$200K +478 +7%
DFA
697
Delta Financial Advisors
Louisiana
$2.9M -$2.92K -7 -0.1%
KLCM
698
KG&L Capital Management
Louisiana
$2.89M -$589K -1,417 -17%
SIC
699
Salem Investment Counselors
North Carolina
$2.89M -$18.8K -45 -0.6%
SW
700
SlateStone Wealth
Florida
$2.86M +$111K +266 +4%
26 27
28
29 30