The investment bank released its findings after analyzing the holdings of 697 hedge funds with $3 trillion in gross equity positions. Specifically, professional traders raised their exposure to financial stocks to the largest overweight in at least 15 years, according to Goldman's data. VerityData looked at the top 10 holdings of "fundamental" hedge funds, or managers that disclosed 10 to 300 holdings worth $100 million or more. CEG YTD mountain Constellation Energy Energy names Vistra and Talen Energy also gained newfound love among these professional traders. Now, a quarter of hedge funds own at least one China ADR, the most since 2021, according to Goldman.

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Persons: Donald Trump, Goldman Sachs, Stocks, Raymond James Financial, Goldman, Daniel Sundheim's, Ole Andreas Halvorsen's, Stanley Druckenmiller, elect's, VerityData, Hedge, David Tepper, Michael Burry, Warren Buffett, Berkshire Hathaway, Baupost's Seth Klarman, David Einhorn Organizations: Wall, Everest Group, Berkley Corp, Intercontinental Exchange, Rithm, Bank of America, Ole Andreas Halvorsen's Viking Global, US Bancorp, Visa, Progressive, Billionaire, Power, Constellation Energy, Coatue Management, Lone Pine Capital, Constellation Energy Energy, Talen Energy, China Big, Goldman, Appaloosa Management, CNBC, PDD Holdings, China ADR, Baidu, Berkshire, CNH Locations: Bank, Ole Andreas Halvorsen's Viking, Lone, Bet, China, JD.com, Omaha , Nebraska