Goldman Sachs Says Hedge Funds and Mutual Funds Love These 4 Dividend-Paying Financials

Goldman Sachs screened $10 trillion in equity positions, uncovering four dividend-paying financials ranked as top picks by both hedge and mutual fund managers.

BAC raised its quarterly dividend twice in 12 months to $0.32, while MA carries a Goldman Sachs Buy rating and a $701 price target.

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Whether your investments are in the hedge fund or mutual fund arena, one thing is for sure: it's a good bet that the portfolio managers are fond of many of the same stocks. Goldman Sachs just published its Hedge Fund Trend Monitor and Mutual Fund Fundamentals reports, which analyzed $10 trillion in equity positions at the start of the third quarter of 2026. The report had this to say about the overall performance of the two:

Hedge fund portfolios remain closely tied to the AI trade while mutual funds are underweight the complex. The returns of hedge funds and their most popular holdings have been closely correlated with swings in the AI trade during the last few months. The weight of AI infrastructure stocks in mutual fund portfolios has risen sharply this year. Still, it has failed to keep pace with benchmark weights, leaving mutual funds significantly underweight the complex. Outside of AI, hedge funds and mutual funds generally agree on sector tilts. While hedge funds are not benchmarked, comparing their net sector positions to the Russell 3000 reveals tilts similar to mutual fund portfolios. Both groups carry large overweights in Health Care and large underweights in TMT. The most notable area of disagreement is in the consumer sectors, where hedge funds are overweight in Consumer Discretionary and underweight in Consumer Staples. In contrast, mutual funds hold the opposite tilts.

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