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Goldman Sachs

1,800 hedge funds and large institutions have $76B invested in Goldman Sachs in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 670 increasing their positions, 706 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,800
Holders Change
-73
Holders Change %
-3.9%
% of All Funds
28.81%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.78%
New
134
Increased
670
Reduced
706
Closed
166
Calls
$4.31B
Puts
$5.26B
Net Calls
-$954M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Shares
Change %
CK
876
Cohen Klingenstein
New York
$1.18M
CWP
877
Cyndeo Wealth Partners
Florida
$1.17M -$310K -947 -21%
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$1.17M -$85K -260 -7%
TGAM
879
TBH Global Asset Management
Tennessee
$1.17M -$2.14M -6,554 -65%
SWP
880
Stratos Wealth Partners
Ohio
$1.17M -$190K -581 -14%
SFG
881
SevenBridge Financial Group
Pennsylvania
$1.17M +$31.1K +95 +3%
NL
882
NVWM LLC
Pennsylvania
$1.16M -$2.29K -7 -0.2%
GJCM
883
Grand Jean Capital Management
California
$1.16M +$42.5K +130 +4%
FFM
884
Forum Financial Management
Illinois
$1.15M -$20.3K -62 -2%
DSC
885
Duncker Streett & Co
Missouri
$1.15M +$654 +2 +0.1%
MCC
886
Malaga Cove Capital
California
$1.15M +$96.8K +296 +9%
SWM
887
Sendero Wealth Management
Texas
$1.14M +$151K +461 +15%
MPPW
888
Mitchell & Pahl Private Wealth
Oklahoma
$1.14M +$1.14M +3,483 New
HIA
889
Harbor Investment Advisory
Maryland
$1.13M -$46.8K -143 -4%
AIM
890
Anchor Investment Management
South Carolina
$1.12M +$20.9K +64 +2%
WWM
891
Western Wealth Management
Colorado
$1.12M -$59.2K -181 -5%
WSTAM
892
Wilbanks Smith & Thomas Asset Management
Virginia
$1.12M -$143K -438 -11%
MYAM
893
Meiji Yasuda Asset Management
Japan
$1.11M -$49.1K -150 -4%
CD
894
Chapin Davis
Maryland
$1.11M +$68.7K +210 +7%
PWAM
895
Pinnacle West Asset Management
Wyoming
$1.1M +$1.1M +3,360 New
CWM
896
C2C Wealth Management
Arizona
$1.09M -$413K -1,250 -27%
HFM
897
Hartford Financial Management
Connecticut
$1.08M
WPC
898
Wedmont Private Capital
Pennsylvania
$1.08M -$26K -80 -2%
1IA
899
1834 Investment Advisors
Wisconsin
$1.08M +$33.4K +102 +3%
EAM
900
Erste Asset Management
Austria
$1.07M +$158K +493 +17%