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Goldman Sachs
GS

Overview Fund Activity

2,560 hedge funds and large institutions have $156B invested in Goldman Sachs in 2025 Q2 according to their latest regulatory filings, with 278 funds opening new positions, 1,030 increasing their positions, 918 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+101
Holders Change %
+4.11%
% of All Funds
34.31%
Holding in Top 10
94
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+42.42%
% of All Funds
1.26%
New
278
Increased
1,030
Reduced
918
Closed
139
Calls
$8.23B
Puts
$8.4B
Net Calls
-$175M
Net Calls Change
+$4.36M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$555M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$434M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$409M
4
AM
AGF Management
Ontario, Canada
+$330M
5
UBS AM
UBS AM
Illinois
+$304M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$570M
2
BlackRock
BlackRock
New York
-$555M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$511M
4
Capital World Investors
Capital World Investors
California
-$505M
5
Amundi
Amundi
France
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2001
Prelude Capital Management
New York
$351K -$1.32M -1,863 -79%
WCM
2002
WealthBridge Capital Management
Ohio
$350K +$10.6K +15 +3%
BWS
2003
Broadway Wealth Solutions
Texas
$350K +$1.42K +2 +0.4%
CWM
2004
CCG Wealth Management
California
$350K +$4.25K +6 +1%
EP
2005
EPIQ Partners
Minnesota
$349K -$55.2K -78 -14%
OHWA
2006
Oak Hill Wealth Advisors
Virginia
$349K – – –
LWM
2007
LeConte Wealth Management
Tennessee
$348K +$348K +492 New
ACM
2008
AlphaStar Capital Management
North Carolina
$347K +$75.7K +107 +28%
AT
2009
American Trust
Kentucky
$345K +$345K +488 New
LJAC
2010
L.J. Altfest & Co
New York
$345K +$6.37K +9 +2%
RIA
2011
Regal Investment Advisors
Michigan
$345K +$345K +487 New
LIM
2012
Loudon Investment Management
New Hampshire
$343K +$343K +484 New
RCM
2013
Raleigh Capital Management
North Carolina
$342K +$76.5K +108 +29%
TWM
2014
Topsail Wealth Management
North Carolina
$339K -$3.54K -5 -1%
ZBNA
2015
Zions Bancorporation, National Association
Utah
$338K -$51.7K -73 -13%
NCTC
2016
New Covenant Trust Company
Indiana
$338K -$4.15K -6 -1%
QCIG
2017
Quad-Cities Investment Group
Iowa
$337K – – –
KA
2018
Kercheville Advisors
Texas
$336K -$1.56M -2,200 -82%
TCM
2019
Tufton Capital Management
Maryland
$336K – – –
FLP
2020
Financial Life Planners
Arizona
$336K +$45.3K +64 +16%
GCA
2021
Gallagher Capital Advisors
Texas
$336K +$1.45K +2 +0.4%
OFS
2022
OneAscent Financial Services
Alabama
$335K +$47.5K +67 +17%
LWM
2023
Laidlaw Wealth Management
New York
$335K +$26.9K +38 +9%
NCM
2024
Neumann Capital Management
California
$334K +$1.42K +2 +0.4%
HA
2025
Helium Advisors
Washington
$333K +$4.25K +6 +1%
79 80
81
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