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Goldman Sachs

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
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
1476
Meeder Asset Management
Ohio
$252K -$18K -55 -7%
MSA
1477
Marino Stram & Associates
Massachusetts
$252K
WW
1478
Waterfront Wealth
Kansas
$252K
AWA
1479
Aaron Wealth Advisors
Illinois
$251K +$16.4K +50 +7%
RFA
1480
Resurgent Financial Advisors
Georgia
$251K -$21.3K -65 -8%
EWA
1481
Evolution Wealth Advisors
Florida
$250K +$12.4K +38 +5%
MTIC
1482
Missouri Trust & Investment Company
Missouri
$250K +$4.25K +13 +2%
IAM
1483
Innovis Asset Management
Illinois
$249K +$13.1K +40 +6%
PGWM
1484
Parisi Gray Wealth Management
New Jersey
$248K -$724K -2,215 -75%
SBIA
1485
Sheaff Brock Investment Advisors
Indiana
$247K -$6.22K -19 -2%
PFWA
1486
Paces Ferry Wealth Advisors
Georgia
$247K +$9.16K +28 +4%
WAM
1487
Walker Asset Management
Missouri
$246K +$11.8K +36 +5%
PS
1488
Planned Solutions
California
$245K
AB
1489
Atlas Brown
Kentucky
$245K
OA
1490
Operose Advisors
Wisconsin
$245K
IGWM
1491
ICA Group Wealth Management
Colorado
$245K
NCM
1492
Nelson Capital Management
California
$242K
V
1493
ViaWealth
Kansas
$242K -$64.1K -196 -21%
EG
1494
Ellerson Group
Maryland
$242K
MA
1495
MONECO Advisors
Connecticut
$241K +$241K +736 New
CAC
1496
Certified Advisory Corp
Florida
$240K +$30.7K +94 +15%
CIP
1497
Convergence Investment Partners
Florida
$240K -$1.97K -6 -0.8%
AWM
1498
AllSquare Wealth Management
New York
$238K
FOA
1499
Five Oceans Advisors
California
$237K -$1.31K -4 -0.5%
Wealth Enhancement Advisory Services
1500
Wealth Enhancement Advisory Services
Minnesota
$237K +$237K +725 New