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Goldman Sachs
GS

Overview Fund Activity

1,782 hedge funds and large institutions have $74.1B invested in Goldman Sachs in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 668 increasing their positions, 707 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
-31
Holders Change %
-1.71%
% of All Funds
28.41%
Holding in Top 10
35
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.5%
% of All Funds
0.56%
New
115
Increased
668
Reduced
707
Closed
128
Calls
$4.17B
Puts
$4.85B
Net Calls
-$677M
Net Calls Change
+$5.49M

Top Buyers

1
Amundi
Amundi
France
+$330M
2
Bank of America
Bank of America
North Carolina
+$242M
3
CWM
Congress Wealth Management
Massachusetts
+$211M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$177M
5
Citadel Advisors
Citadel Advisors
Florida
+$151M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$708M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$437M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$313M
4
State Street
State Street
Massachusetts
-$229M
5
Comerica Bank
Comerica Bank
Texas
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
1226
Orca Investment Management
Oregon
$468K – – –
MSFS
1227
Main Street Financial Solutions
Pennsylvania
$464K -$22K -68 -5%
AL
1228
Aspiriant LLC
California
$464K +$57.9K +179 +14%
BA
1229
Bridgewater Associates
Connecticut
$464K +$464K +1,433 New
NP
1230
NorthRock Partners
Minnesota
$461K +$51.4K +159 +13%
LFA
1231
Lauterbach Financial Advisors
Texas
$461K +$1.94K +6 +0.4%
PFGIA
1232
Patriot Financial Group Insurance Agency
Massachusetts
$460K -$48.2K -149 -9%
AWA
1233
Arkadios Wealth Advisors
Georgia
$458K -$64.4K -199 -12%
LCM
1234
Lazari Capital Management
California
$457K +$4.53K +14 +1%
TWA
1235
TCI Wealth Advisors
Arizona
$457K +$5.82K +18 +1%
HFP
1236
Holistic Financial Partners
Indiana
$456K +$130K +403 +40%
BWM
1237
Buckley Wealth Management
Nevada
$453K – – –
SMA
1238
Sage Mountain Advisors
Georgia
$452K +$16.5K +51 +4%
GLA
1239
Great Lakes Advisors
Illinois
$451K +$33.3K +103 +8%
SAM
1240
Seelaus Asset Management
New Jersey
$449K +$238K +736 +113%
SF
1241
Summit Financial
New Jersey
$448K -$3.56K -11 -0.8%
DIP
1242
Davis Investment Partners
North Carolina
$447K -$23.9K -77 -5%
CHAM
1243
Clear Harbor Asset Management
Connecticut
$445K -$93.9K -290 -17%
CAM
1244
Close Asset Management
United Kingdom
$445K +$30.1K +93 +7%
CW
1245
CIC Wealth
Maryland
$444K -$7.12K -22 -2%
PCA
1246
Pallas Capital Advisors
Massachusetts
$444K +$175K +583 +65%
TW
1247
TrinityPoint Wealth
Connecticut
$441K +$1.29K +4 +0.3%
BWP
1248
BSW Wealth Partners
Colorado
$441K -$11K -34 -2%
OHWP
1249
Oak Harbor Wealth Partners
North Carolina
$439K +$12.6K +39 +3%
CFG
1250
Citizens Financial Group
Rhode Island
$427K +$110K +340 +35%
48 49
50
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