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Goldman Sachs
GS

Overview Fund Activity

2,030 hedge funds and large institutions have $98.6B invested in Goldman Sachs in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 798 increasing their positions, 711 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
+75
Holders Change %
+3.84%
% of All Funds
29.42%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.7%
New
204
Increased
798
Reduced
711
Closed
106
Calls
$5.21B
Puts
$5.93B
Net Calls
-$714M
Net Calls Change
+$333M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.26B
2
Franklin Resources
Franklin Resources
California
+$825M
3
Barclays
Barclays
United Kingdom
+$432M
4
Marshall Wace
Marshall Wace
United Kingdom
+$402M
5
UBS Group
UBS Group
Switzerland
+$360M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.21B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$472M
3
MA
Marshfield Associates
District of Columbia
-$351M
4
GQG Partners
GQG Partners
Florida
-$297M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1326
Shelton Wealth Management
Texas
$538K +$538K +1,287 New
LAM
1327
Lewis Asset Management
California
$536K +$18.8K +45 +4%
CICI
1328
Capital Investment Counsel Inc
North Carolina
$535K -$14.6K -35 -3%
EB
1329
Eastern Bank
Massachusetts
$532K – – –
LCM
1330
Lazari Capital Management
California
$532K -$41.8K -100 -7%
FNBOMD
1331
First National Bank of Mount Dora
Florida
$531K – – –
CCG
1332
Coastwise Capital Group
California
$530K -$5.01K -12 -0.9%
OIM
1333
Orca Investment Management
Oregon
$528K -$75.2K -180 -12%
WPP
1334
Whalerock Point Partners
Rhode Island
$528K – – –
PR
1335
Payden & Rygel
California
$526K – – –
PRIG
1336
Payden & Rygel Investment Group
California
$526K +$526K +1,260 New
WF
1337
Welch & Forbes
Massachusetts
$526K – – –
WA
1338
Wealthstream Advisors
New York
$526K +$4.18K +10 +0.8%
CPSAC
1339
Chas P. Smith & Associates (CPS)
Florida
$524K +$524K +1,254 New
NWM
1340
Northcape Wealth Management
New York
$521K -$4.18K -10 -0.8%
WWS
1341
Wellington Wealth Strategies
Indiana
$519K +$519K +1,242 New
WANY
1342
Wealthspire Advisors (New York)
New York
$518K -$50.5K -121 -9%
HWA
1343
Heritage Wealth Advisors
Virginia
$518K -$83.1K -199 -14%
RWMH
1344
Riverpoint Wealth Management Holdings
Illinois
$514K +$3.34K +8 +0.7%
EFG
1345
Ethos Financial Group
Pennsylvania
$514K +$196K +470 +62%
CCM
1346
Check Capital Management
California
$514K – – –
BBNA
1347
Bremer Bank National Association
Minnesota
$510K -$284K -680 -36%
BL
1348
Balentine LLC
Georgia
$507K +$5.01K +12 +1%
PAS
1349
Point72 Asia (Singapore)
Singapore
$507K -$36.3K -87 -7%
TCOV
1350
Trust Company of Vermont
Vermont
$506K -$20.9K -50 -4%
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