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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
901
Kingsview Wealth Management
Oregon
$1.08M -$1.06M -3,292 -50%
ISWM
902
Independent Solutions Wealth Management
New York
$1.08M +$98.7K +306 +10%
WWM
903
Western Wealth Management
Colorado
$1.07M -$30.6K -95 -3%
DSC
904
Duncker Streett & Co
Missouri
$1.07M -$64.2K -199 -6%
HFM
905
Hartford Financial Management
Connecticut
$1.06M – – –
FPF
906
First Pacific Financial
Washington
$1.06M +$29.4K +91 +3%
FCP
907
Fidelis Capital Partners
Florida
$1.06M +$36.1K +112 +4%
NFA
908
Northern Financial Advisors
Michigan
$1.05M +$96.4K +299 +10%
WSTAM
909
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M -$48.1K -149 -4%
HWAM
910
Hennion & Walsh Asset Management
New Jersey
$1.05M +$430K +1,332 +69%
SFG
911
Sather Financial Group
Texas
$1.05M – – –
IRC
912
Investors Research Corp
Georgia
$1.04M -$8.06K -25 -0.8%
CAAS
913
Capital Asset Advisory Services
Michigan
$1.03M +$108K +332 +12%
SAI
914
Systematic Alpha Investments
New Jersey
$1.03M – – –
RA
915
RFG Advisory
Alabama
$1.02M +$94.8K +294 +10%
VCA
916
Verdence Capital Advisors
Maryland
$1.02M +$2.9K +9 +0.3%
DGAM
917
Desjardins Global Asset Management
Quebec, Canada
$1.02M +$373K +1,157 +58%
CWM
918
C2C Wealth Management
Arizona
$1.01M -$65.4K -200 -6%
OIA
919
Optimum Investment Advisors
Illinois
$1.01M +$80.6K +250 +9%
LB
920
Leo Brokerage
Texas
$1.01M +$3.87K +12 +0.4%
AF
921
Arrow Financial
New York
$1M -$11.9K -37 -1%
KWA
922
Kingswood Wealth Advisors
California
$1M +$1M +3,107 New
MFG
923
Magnus Financial Group
New York
$1M +$3.23K +10 +0.3%
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$1,000K -$157K -486 -14%
CGIM
925
Capital Group Investment Management
Singapore
$999K -$776K -2,406 -44%
35 36
37
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