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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 %
PCM
1801
Princeton Capital Management
New Jersey
$201K -$47.2K -113 -19%
AA
1802
Apriem Advisors
California
$201K -$35.9K -86 -15%
MGWM
1803
Marks Group Wealth Management
Minnesota
$200K +$200K +480 New
CSC
1804
Caldwell Sutter Capital
California
$199K – – –
TLA
1805
Tanglewood Legacy Advisors
Texas
$196K – – –
MAWCM
1806
Mine & Arao Wealth Creation & Management
California
$194K +$418 +1 +0.2%
AA
1807
Addison Advisors
Vermont
$187K +$14.2K +34 +8%
GJIA
1808
Glass Jacobson Investment Advisors
Maryland
$176K – – –
Acadian Asset Management
1809
Acadian Asset Management
Massachusetts
$175K +$140K +338 +407%
LWANC
1810
Laurel Wealth Advisors (North Carolina)
North Carolina
$173K +$1.67K +4 +1%
ITIM
1811
Indiana Trust & Investment Management
Indiana
$171K – – –
HGERS
1812
Householder Group Estate & Retirement Specialist
Arizona
$171K – – –
CHC
1813
City Holding Co
West Virginia
$170K – – –
NMM
1814
Naples Money Management
Florida
$168K – – –
RAM
1815
Ramirez Asset Management
New York
$167K +$167K +400 New
HFS
1816
Hantz Financial Services
Michigan
$165K -$6.27K -15 -4%
AEPWM
1817
Atlantic Edge Private Wealth Management
Florida
$165K – – –
AAG
1818
Armstrong Advisory Group
Massachusetts
$164K – – –
GKWIM
1819
Gerber Kawasaki Wealth & Investment Management
California
$160K +$160K +382 New
AWM
1820
Atticus Wealth Management
Florida
$159K – – –
HCM
1821
Highlander Capital Management
New Jersey
$159K – – –
HPC
1822
HM Payson & Co
Maine
$153K -$6.26K -15 -4%
MFG
1823
Mendota Financial Group
Wisconsin
$152K -$8.35K -20 -5%
OC
1824
Oakworth Capital
Alabama
$149K +$83.5K +200 +127%
CA
1825
Crewe Advisors
Utah
$148K +$148K +354 New
71 72
73
74 75