At Holdings Channel, we have reviewed the latest batch of the 49 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Goldman Sachs Group Inc (Symbol: GS) was held by 16 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in GS positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| Oakworth Capital Inc. | Existing | UNCH | +$55 |
| Albion Financial Group UT | Existing | UNCH | +$30 |
| Financial Guidance Group Inc. | Existing | UNCH | +$58 |
| Beaumont Asset Management L.L.C. | Existing | -7 | +$432 |
| Retireful LLC | Existing | +16 | +$69 |
| Atlatl Advisers LLC | NEW | +155 | +$157 |
| Confluence Wealth Services Inc. | Existing | +186 | +$286 |
| Consolidated Investment Group LLC | Existing | UNCH | +$1,884 |
| Exchange Traded Concepts LLC | Existing | -528 | +$452 |
| Harbor Asset Planning Inc. | Existing | UNCH | +$2 |
| Lee Financial Co | NEW | +218 | +$220 |
| Orca Wealth Management LLC | Existing | UNCH | +$43 |
| Lavelle Capital LP | Existing | -50 | +$120 |
| Entelevest LLC | Existing | +23 | +$109 |
| True North Advisors LLC | Existing | -145 | -$38 |
| Owen LaRue LLC | Existing | +51 | +$395 |
| Aggregate Change: | -81 | +$4,274 | |
In terms of shares owned, we count 4 of the above funds having increased existing GS positions from 03/31/2026 to 06/30/2026, with 4 having decreased their positions and 2 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GS share count in the aggregate among all of the funds which held GS at the 06/30/2026 reporting period (out of the 1,767 we looked at in total). We then compared that number to the sum total of GS shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for GS. We found that between these two periods, funds reduced their holdings by 2,629,591 shares in the aggregate, from 5,054,931 down to 2,425,340 for a share count decline of approximately -52.02%. The overall top three funds holding GS on 06/30/2026 were:
| » | Fund | Shares of GS Held |
|---|---|---|
| 1. | Cacti Asset Management LLC | 205,696 |
| 2. | Robeco Institutional Asset Management B.V. | 205,458 |
| 3. | Congress Asset Management Co. | 182,093 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding GS | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Goldman Sachs Group Inc (Symbol: GS).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
