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Goldman Sachs
GS

Overview Fund Activity

2,186 hedge funds and large institutions have $111B invested in Goldman Sachs in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 836 increasing their positions, 801 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
+73
Holders Change %
+3.45%
% of All Funds
31.62%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.74%
New
205
Increased
836
Reduced
801
Closed
110
Calls
$5.12B
Puts
$5.77B
Net Calls
-$650M
Net Calls Change
-$173M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.62B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
3
BlackRock
BlackRock
New York
+$279M
4
Ameriprise
Ameriprise
Minnesota
+$271M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$258M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.01B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$516M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$486M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
1301
Callan Family Office
Pennsylvania
$746K +$190K +383 +34%
SIM
1302
Sentry Investment Management
Wisconsin
$746K -$23.8K -48 -3%
PMSA
1303
Patrick M. Sweeney & Associates
Illinois
$741K +$46.5K +94 +7%
CCWM
1304
Cassaday & Co Wealth Management
Virginia
$740K -$2.48K -5 -0.3%
DJSG
1305
D.J. St. Germain
Massachusetts
$740K -$2.97K -6 -0.4%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$738K +$9.41K +19 +1%
LAM
1307
Lewis Asset Management
California
$737K +$89.1K +180 +14%
CC
1308
Chicago Capital
Illinois
$736K – – –
OHWP
1309
Oak Harbor Wealth Partners
North Carolina
$736K – – –
OP
1310
ORG Partners
Indiana
$733K -$105K -211 -12%
AIM
1311
Athena Investment Management
California
$731K -$1.49K -3 -0.2%
HWP
1312
Heritage Wealth Partners
Ohio
$730K -$308K -621 -30%
IIC
1313
Integrated Investment Consultants
Michigan
$729K +$277K +559 +61%
EB
1314
Eastern Bank
Massachusetts
$725K +$94.1K +190 +15%
KNW
1315
Kesler Norman & Wride
Utah
$724K +$724K +1,462 New
WWS
1316
Wellington Wealth Strategies
Indiana
$723K +$723K +1,396 New
LFA
1317
Legacy Financial Advisors
Kentucky
$722K +$63.4K +128 +10%
HIC
1318
Holderness Investments Company
North Carolina
$719K – – –
HWA
1319
HCR Wealth Advisors
California
$719K -$19.8K -40 -3%
PFGIA
1320
Patriot Financial Group Insurance Agency
Massachusetts
$719K -$22.8K -46 -3%
SSA
1321
Sierra Summit Advisors
Nevada
$717K +$244K +493 +52%
ST
1322
Sabal Trust
Florida
$717K +$717K +1,448 New
NC
1323
Napatree Capital
Rhode Island
$714K -$180K -364 -20%
MCM
1324
Mendel Capital Management
Arkansas
$714K +$51.5K +104 +8%
NRC
1325
New Republic Capital
North Carolina
$711K +$7.43K +15 +1%
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