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Goldman Sachs
GS

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.34B
2
Bank of America
Bank of America
North Carolina
+$310M
3
Franklin Resources
Franklin Resources
California
+$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$160M
5
Lazard Asset Management
Lazard Asset Management
New York
+$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.76B
2
Jennison Associates
Jennison Associates
New York
-$430M
3
State Street
State Street
Massachusetts
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$292M
5
Barclays
Barclays
United Kingdom
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
1151
Beaton Management Company
Massachusetts
$572K – – –
EWA
1152
Exencial Wealth Advisors
Oklahoma
$572K -$3.93K -12 -0.7%
WPC
1153
Waters Parkerson & Co
Louisiana
$571K -$3.27K -10 -0.6%
WC
1154
Westhampton Capital
North Carolina
$571K -$6.54K -20 -1%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$567K +$131K +402 +30%
CBFP
1156
Cedar Brook Financial Partners
Ohio
$567K +$129K +393 +29%
BSW
1157
Buckingham Strategic Wealth
Missouri
$566K – – –
XWM
1158
Xcel Wealth Management
Florida
$564K -$327 -1 -0.1%
JWA
1159
JFS Wealth Advisors
Pennsylvania
$564K -$7.52K -23 -1%
HTC
1160
Haverford Trust Company
Pennsylvania
$563K +$129K +395 +30%
WCM
1161
Windsor Capital Management
Arizona
$557K +$6.21K +19 +1%
EW
1162
Evoke Wealth
California
$551K +$22.6K +69 +4%
ZF
1163
Zhang Financial
Michigan
$548K +$143K +436 +35%
PHAM
1164
Palisades Hudson Asset Management
Florida
$548K – – –
CHAM
1165
Clear Harbor Asset Management
Connecticut
$545K +$288K +881 +112%
KFA
1166
Krane Funds Advisors
New York
$544K +$544K +1,663 New
AW
1167
Apricus Wealth
South Carolina
$543K -$286K -875 -35%
STA
1168
Summit Trail Advisors
New York
$543K -$22.2K -68 -4%
PAG
1169
Private Advisory Group
Washington
$542K +$542K +1,656 New
RPC
1170
Rossmore Private Capital
Connecticut
$540K – – –
FMWA
1171
Forvis Mazars Wealth Advisors
Missouri
$540K -$29.1K -89 -5%
EA
1172
Eudaimonia Advisors
Tennessee
$539K -$64.1K -196 -11%
IAIM
1173
Industrial Alliance Investment Management
Quebec, Canada
$539K -$3.46M -10,560 -87%
LCM
1174
Lewis Capital Management
California
$538K +$654 +2 +0.1%
OAM
1175
Oak Asset Management
California
$538K – – –
45 46
47
48 49