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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 %
ZIMP
1351
Zimmermann Investment Management & Planning
Pennsylvania
$346K -$582K -1,779 -63%
MWM
1352
Moran Wealth Management
Florida
$346K +$346K +1,058 New
WPP
1353
Whalerock Point Partners
Rhode Island
$344K +$344K +1,052 New
PA
1354
Procyon Advisors
Connecticut
$343K -$1.01M -3,099 -75%
FWTB
1355
First Western Trust Bank
Colorado
$342K +$14.1K +43 +4%
TWP
1356
Tower Wealth Partners
Pennsylvania
$341K -$25.5K -78 -7%
HL
1357
HeadInvest LLC
Maine
$340K -$74.6K -228 -18%
MA
1358
Modus Advisors
Minnesota
$340K -$3.6K -11 -1%
SIG
1359
Sky Investment Group
Connecticut
$339K – – –
SFG
1360
StrategIQ Financial Group
Indiana
$337K +$327 +1 +0.1%
HCM
1361
Highview Capital Management
Illinois
$336K -$72.6K -222 -18%
OW
1362
Olistico Wealth
Oklahoma
$335K +$327 +1 +0.1%
IIC
1363
Integrated Investment Consultants
Michigan
$334K +$38.9K +119 +13%
AT
1364
American Trust
Kentucky
$334K +$9.81K +30 +3%
WBCM
1365
Wilson & Boucher Capital Management
California
$334K +$3.6K +11 +1%
FFA
1366
Founders Financial Alliance
North Carolina
$332K -$1.65K -5 -0.5%
AL
1367
Aspiriant LLC
California
$332K +$9.49K +29 +3%
BSA
1368
Bull Street Advisors
Georgia
$330K – – –
GWS
1369
Glassman Wealth Services
Virginia
$328K +$11.4K +35 +4%
BCM
1370
Bluefin Capital Management
New York
$327K -$1.14M -3,310 Closed
CC
1371
Constitution Capital
Connecticut
$327K – – –
LCS
1372
Levin Capital Strategies
New York
$327K – – –
ATFA
1373
All Terrain Financial Advisors
Minnesota
$327K – – –
KA
1374
Kearns & Associates
California
$327K – – –
WMC
1375
Westwood Management Corporation
Illinois
$327K – – –
53 54
55
56 57