LongGSJun 2026
The Goldman Sachs Group Inc
Goldman Sachs is held within the new Evolving Financials theme. The fund believes financial companies spent the post-global-financial-crisis period improving efficiency, reducing…
GS
Which hedge funds are long GS?
3 published ideas on The Goldman Sachs Group Inc across 3 funds — 3 long and 0 short.
The Goldman Sachs Group hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on The Goldman Sachs Group: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGSJun 2026
The Goldman Sachs Group, Inc.
Goldman Sachs is a key expression of Artisan's new Evolving Financials theme. The fund expects recovering capital-markets activity to combine with a potentially friendlier…
LongGSSep 2026
Goldman Sachs
Goldman Sachs is part of the fund's Evolving Financials theme. The strategy believes financial companies spent the post-financial-crisis period improving efficiency, reducing…