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Goldman Sachs

1,955 hedge funds and large institutions have $91.5B invested in Goldman Sachs in 2023 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 655 increasing their positions, 746 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,955
Holders Change
+173
Holders Change %
+9.71%
% of All Funds
28.66%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.69%
New
288
Increased
655
Reduced
746
Closed
88
Calls
$5.44B
Puts
$6.49B
Net Calls
-$1.05B
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
1151
Avalon Trust
New Mexico
$714K
Fayez Sarofim & Co
1152
Fayez Sarofim & Co
Texas
$713K
HFP
1153
Holistic Financial Partners
Indiana
$712K +$169K +437 +31%
EWA
1154
Etesian Wealth Advisors
Oregon
$711K -$4.25K -11 -0.6%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$711K +$20.1K +52 +3%
LAM
1156
LifePro Asset Management
California
$707K +$707K +1,833 New
CCWM
1157
Correct Capital Wealth Management
Missouri
$706K +$706K +1,831 New
AL
1158
Aspiriant LLC
California
$705K +$152K +395 +28%
BPC
1159
Banque Pictet & Cie
Switzerland
$702K +$386K +1,000 +122%
HCM
1160
Hollencrest Capital Management
California
$700K +$58.6K +152 +9%
BG
1161
Bahl & Gaynor
Ohio
$697K
CIM
1162
CIM Investment Management
Pennsylvania
$697K
BOS
1163
Bank of Stockton
California
$695K +$208K +544 +43%
BGA
1164
Battery Global Advisors
Massachusetts
$694K +$694K +1,798 New
GWA
1165
Gratus Wealth Advisors
Virginia
$691K +$691K +1,792 New
VIM
1166
Vista Investment Management
Pennsylvania
$691K +$10K +26 +1%
WCM
1167
Windsor Capital Management
Arizona
$687K -$4.24K -11 -0.6%
HA
1168
Herold Advisors
New York
$685K
CS
1169
Candriam SCA
Luxembourg
$683K -$158K -409 -19%
PPWP
1170
Premier Path Wealth Partners
New Jersey
$682K +$682K +1,767 New
GCA
1171
Genesee Capital Advisors
New York
$679K -$305K -791 -31%
HI
1172
Harbour Investments
Wisconsin
$678K +$244K +632 +56%
VT
1173
Vise Technologies
New York
$678K -$308K -799 -31%
PGAM
1174
Princeton Global Asset Management
New Jersey
$678K
BMC
1175
Beaton Management Company
Massachusetts
$675K