Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum and is likely to do so for years to come. Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest U.S. corporations by total revenue. The Wall Street white-glove giant offers financing, advisory services, risk distribution, and hedging for the firm’s institutional and corporate clients. In addition, it provides advice, investing, and execution for institutions and individuals across public and private markets. At 24/7 Wall St., we have followed the company’s research for 15 years to bring our readers top stock ideas.
Each year, the Goldman Sachs research team releases its Hedge Fund Trend Monitor and Mutual Fundamentals reports, which analyze $9 trillion of equity positions at the start of the first quarter of 2026. The Goldman Sachs analysis covers 1,029 hedge funds with $4.4 trillion of gross equity positions ($2.9 trillion long, $1.5 trillion short) and 524 large-cap active mutual funds with a combined $4.1 trillion in equity assets. They noted this in the report when discussing hedge fund and mutual fund tactics in 2026:
Mutual funds and hedge funds agree on most sectors, with Health Care and Industrials ranking among the most overweight sectors for both groups. The exceptions to this consensus are Financials, where mutual funds are overweight, but hedge funds are underweight, and Consumer Discretionary, where hedge funds are overweight but mutual funds are underweight. In terms of recent rotations, both hedge funds and mutual funds have recently added to tilts in Energy and Consumer Discretionary while cutting positions in Communication Services. Five “shared favorite” stocks register as popular holdings in both hedge fund and mutual fund portfolios this quarter. Shared favorites have outperformed the S&P 500 by 2 percentage points YTD and by 6 percentage points in the last month.
Here are the five stocks that both hedge funds and mutual funds are overweight on, and it should come as no surprise that all five are rated Buy by top Wall Street firms that we cover here at 24/7 Wall St.
Boeing
After a rough few years, the aerospace and defense giant is back on a strong path. Boeing Co. (NYSE: BA) segments include:
- Commercial Airplanes (BCA)
- Defense, Space & Security (BDS)
- Global Services (BGS)
Its BCA segment develops, produces, and markets commercial jet aircraft primarily for the worldwide commercial airline industry. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777, and 787 wide-body models.
The BDS segment is engaged in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance, and mobility. Its BGS segment provides services to its commercial and defense customers worldwide.
Boeing sustains aerospace platforms and systems with a range of products and services, including:
- Supply chain and logistics management
- Engineering, maintenance, and modifications
- Upgrades and conversions
- Spare parts
- Pilot and maintenance training systems and services
- Technical and maintenance documents
Jefferies has a Buy rating with a $295 target price.
Citigroup
This American multinational investment bank and financial services company is based in New York City and offers a 2.01% dividend yield. Citigroup (NYSE: C) is a global diversified financial services holding company.
The company’s segments include:
- Services
- Markets
- Banking
- Wealth
- U.S. Personal Banking (USPB)
The Services segment includes Treasury and Trade Solutions (TTS) and securities services. TTS provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions, and public sector organizations.
Its Markets segment provides corporate, institutional, and public-sector clients worldwide with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities.
The Banking segment includes investment banking, which supports client capital-raising needs to help strengthen and grow their businesses.
Citigroup’s Wealth segment includes Private Bank, Wealth at Work, and Citigold, and provides financial services to a range of client segments. The USPB segment includes branded cards and retail services.
Oppenheimer has an Outperform rating with a $145 price target.
Mastercard
MasterCard was one of the first major, general-purpose bank credit cards, launched shortly after the industry began in the late 1950s. Mastercard (NYSE: MA) is a technology company in the global payments industry, and it pays a small 0.61% dividend.
The company connects consumers, financial institutions, merchants, governments, digital partners, businesses, and other organizations worldwide by enabling electronic payments and making those payment transactions secure, simple, smart, and accessible.
It provides a range of payment solutions and services using its brands, including Mastercard, Maestro, and Cirrus.
Mastercard operates a payments network that provides choice and flexibility for consumers, merchants, and its customers. Through its proprietary global payments network, it switches (authorizes, clears, and settles) payment transactions. Its additional payment capabilities include automated clearing house (ACH) transactions (both batch and real-time account-based payments).
It offers security solutions, consumer acquisition and engagement, business and market insights, gateway services, processing, and open banking, among other services.
Goldman Sachs has a Buy rating with a $739 target price.
Vertiv
While off the radar for many investors, this stock may have the biggest upside potential from current trading levels. Vertiv (NYSE: VRT) provides mission-critical digital infrastructure technologies and lifecycle services primarily for data centers, communication networks, and commercial and industrial environments.
The company’s offerings include alternating current (AC) and direct current (DC) power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, management systems for monitoring and controlling digital infrastructure, and services.
Its business segments include Americas, Asia Pacific, Europe, the Middle East & Africa. The Americas segment includes products such as:
- AC and DC power management
- Thermal management
- Low-and medium-voltage switchgear
- Busbars
- Integrated modular solutions
- Racks
- Single-phase UPS
- Rack power distribution
- Rack thermal systems
- Configurable integrated solutions
- Energy storage solutions
- Hardware and software for managing IT equipment
Morgan Stanley has an Overweight rating with a $285 price target.
Visa
Like Mastercard, this global payments giant has been on a huge run that doesn’t look like it will stop anytime soon. Visa (NYSE: V) is a global payments technology company that facilitates global commerce and money movement across more than 200 countries and territories among consumers, merchants, financial institutions, and government entities through its technologies.
It operates through the Payment Services segment and provides transaction processing services (primarily authorization, clearing, and settlement) to its financial institution and merchant clients through VisaNet, its proprietary advanced transaction processing network.
Visa offers a range of Visa-branded payment products that its clients, including nearly 14,500 financial institutions, use to develop and offer payment solutions and services, including credit, debit, prepaid, and cash access programs for individual, business, and government account holders.
It also provides value-added services to its clients, including issuing solutions, acceptance solutions, risk and identity solutions, open banking solutions, and advisory services.
Morgan Stanley has an Overweight rating with a $411 price target.