GS icon

Goldman Sachs

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
Name Holding Trade Value Shares
Change
Shares
Change %
NLP
1701
Next Level Private
New York
$241K +$835 +2 +0.3%
CW
1702
Channel Wealth
California
$241K -$6.68K -16 -3%
BTWM
1703
Brass Tax Wealth Management
Ohio
$240K +$240K +575 New
WP
1704
WealthShield Partners
North Carolina
$240K +$240K +574 New
WCFA
1705
Walkner Condon Financial Advisors
Wisconsin
$239K +$8.77K +21 +4%
BWM
1706
Baron Wealth Management
Michigan
$239K
AI
1707
AXS Investments
New York
$239K +$15.5K +37 +7%
ZIG
1708
Zuckerman Investment Group
Illinois
$238K
SIMG
1709
Sonora Investment Management Group
Arizona
$236K +$10.9K +26 +5%
ACI
1710
Alpha Cubed Investments
California
$235K +$11.3K +27 +5%
SWM
1711
Scissortail Wealth Management
Oklahoma
$233K -$20.9K -50 -8%
PWA
1712
Providence Wealth Advisors
Illinois
$233K -$4.66M -11,376 -95%
TFM
1713
TFC Financial Management
Massachusetts
$233K +$1.67K +4 +0.7%
AIMA
1714
Ables Iannone Moore & Associates
Georgia
$233K
DPI
1715
Diversified Portfolios Inc
Michigan
$233K
WWM
1716
Whalen Wealth Management
Nevada
$233K +$233K +557 New
MA
1717
Mezzasalma Advisors
New Jersey
$231K
I
1718
INVST
Indiana
$231K -$1.6M -3,866 -87%
TA
1719
TFB Advisors
Kansas
$231K +$231K +541 New
JSW
1720
Journey Strategic Wealth
New Jersey
$230K +$230K +550 New
FDDB
1721
Fidelity D&D Bancorp
Pennsylvania
$229K -$19.6K -47 -8%
TWM
1722
Tanager Wealth Management
United Kingdom
$229K
CA
1723
Claro Advisors
Massachusetts
$229K +$229K +548 New
BPWM
1724
Badgley Phelps Wealth Managers
Washington
$229K -$10.4K -25 -4%
KCM
1725
KRS Capital Management
Michigan
$228K