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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 %
DWM
1301
Dorchester Wealth Management
Quebec, Canada
$392K – – –
CAG
1302
Csenge Advisory Group
Florida
$391K +$391K +1,195 New
HKAM
1303
Horizon Kinetics Asset Management
New York
$390K – – –
AFAS
1304
Acorn Financial Advisory Services
Virginia
$389K -$93.3K -285 -19%
OHWP
1305
Oak Harbor Wealth Partners
North Carolina
$389K -$10.8K -33 -3%
RWMG
1306
Redwood Wealth Management Group
New Jersey
$388K – – –
BFM
1307
Boston Financial Management
Massachusetts
$387K -$61.2K -187 -14%
NP
1308
NorthRock Partners
Minnesota
$385K +$981 +3 +0.3%
BOPW
1309
Brandywine Oak Private Wealth
Pennsylvania
$384K -$10.8K -33 -3%
WWM
1310
Wagner Wealth Management
South Carolina
$384K -$21.3K -65 -5%
BIP
1311
Blueprint Investment Partners
North Carolina
$384K -$120K -367 -24%
SEC
1312
Seven Eight Capital
New York
$383K +$383K +1,170 New
Cohen & Steers
1313
Cohen & Steers
New York
$381K – – –
HGWM
1314
Horst & Graben Wealth Management
Oregon
$380K +$2.94K +9 +0.8%
WA
1315
Wambolt & Associates
Colorado
$379K +$7.18K +22 +2%
HI
1316
Hudock Inc
Pennsylvania
$379K – – –
SAM
1317
Security Asset Management
New York
$379K +$39.3K +120 +12%
RDWM
1318
Red Door Wealth Management
Tennessee
$378K -$22.9K -70 -6%
BFG
1319
Berger Financial Group
Minnesota
$378K -$3.27K -10 -0.9%
SGCA
1320
Steel Grove Capital Advisors
Tennessee
$375K +$13.1K +40 +4%
FCB
1321
First County Bank
Connecticut
$372K -$1.64K -5 -0.4%
MMG
1322
Monetary Management Group
Missouri
$368K – – –
CFD
1323
Creative Financial Designs
Indiana
$368K -$23.5K -72 -6%
AL
1324
ACAS LLC
California
$367K +$32.7K +100 +10%
WANY
1325
Wealthspire Advisors (New York)
New York
$366K -$228K -698 -38%
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