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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1726
Toth Financial Advisory
Virginia
$25.8K +$11K +34 +74%
TVWM
1727
Tower View Wealth Management
Wisconsin
$25K – – –
AP
1728
Atwood & Palmer
Missouri
$24.8K – – –
IWP
1729
IAG Wealth Partners
Wisconsin
$24.8K – – –
SFFS
1730
Stonehage Fleming Financial Services
Jersey
$23.4K -$45.1K -154 -66%
WP
1731
WealthPLAN Partners
Nebraska
$23.2K -$114K -353 -83%
WAM
1732
Worth Asset Management
Texas
$22.6K – – –
AWM
1733
Abound Wealth Management
Tennessee
$20.6K +$4.84K +15 +31%
LSA
1734
Lansing Street Advisors
Pennsylvania
$20.3K – – –
APW
1735
Acima Private Wealth
Virginia
$20K – – –
JWM
1736
Janiczek Wealth Management
Colorado
$19.7K – – –
CCM
1737
Chilton Capital Management
Texas
$19.4K – – –
MFT
1738
Moisand Fitzgerald Tamayo
Florida
$19.4K – – –
ME
1739
McIlrath & Eck
Washington
$18.7K – – –
CPG
1740
Cornerstone Planning Group
New Jersey
$18K +$18K +56 New
FRA
1741
Front Row Advisors
California
$17K -$9.76K -31 -36%
AFS
1742
Annapolis Financial Services
Maryland
$16.7K – – –
FP
1743
Financial Perspectives
Minnesota
$16.3K – – –
TC
1744
Truvestments Capital
Florida
$16.2K – – –
CT
1745
Cambridge Trust
Massachusetts
$16.1K – – –
SIS
1746
Sound Income Strategies
Florida
$14.9K – – –
AFG
1747
Albion Financial Group
Utah
$14.5K – – –
SAG
1748
Spotlight Asset Group
Illinois
$13.5K +$13.5K +42 New
HIIFS
1749
Harel Insurance Investments & Financial Services
Israel
$13K -$13.3K -40 -51%
EP
1750
Elkhorn Partners
Nebraska
$13K +$13K +40 New
68 69
70
71 72