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Goldman Sachs

2,186 hedge funds and large institutions have $111B invested in Goldman Sachs in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 836 increasing their positions, 801 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,186
Holders Change
+73
Holders Change %
+3.45%
% of All Funds
31.62%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.74%
New
205
Increased
836
Reduced
801
Closed
110
Calls
$5.12B
Puts
$5.77B
Net Calls
-$650M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
2001
Hemington Wealth Management
Virginia
$136K +$136K +264 New
HNB
2002
Hilltop National Bank
Wyoming
$134K +$7.43K +15 +6%
NRG
2003
Nemes Rush Group
Michigan
$132K
CWC
2004
Carolinas Wealth Consulting
North Carolina
$131K
SWM
2005
Sugarloaf Wealth Management
Georgia
$127K
ZB
2006
Zions Bancorporation
Utah
$127K -$17.3K -35 -12%
WIM
2007
Westside Investment Management
California
$124K
BAM
2008
Byrne Asset Management
New Jersey
$123K +$495 +1 +0.4%
BWP
2009
Baldwin Wealth Partners
Massachusetts
$120K +$106K +215 +768%
USB
2010
Union Savings Bank
Connecticut
$118K +$4.95K +10 +4%
SC
2011
Solstein Capital
California
$117K
PAG
2012
Paladin Advisory Group
Iowa
$116K
SIS
2013
Strategic Investment Solutions
Illinois
$114K +$495 +1 +0.4%
BGA
2014
Battery Global Advisors
Massachusetts
$113K +$113K +229 New
BONH
2015
Bank of New Hampshire
New Hampshire
$111K
BIA
2016
Bell Investment Advisors
California
$110K
LWCFA
2017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K +$3.15K +6 +3%
WWP
2018
WR Wealth Planners
Missouri
$107K +$25.3K +51 +31%
CCM
2019
Chilton Capital Management
Texas
$105K +$11.4K +23 +12%
PCMC
2020
Planning Capital Management Corporation
Pennsylvania
$104K +$73.8K +149 +248%
SN
2021
Sittner & Nelson
Oregon
$103K
JFA
2022
JNBA Financial Advisors
Minnesota
$100K
GA
2023
GoalVest Advisory
New York
$99K
FFWM
2024
Future Financial Wealth Management
Ohio
$99K +$99K +200 New
UIA
2025
Ulland Investment Advisors
Minnesota
$99K