Hedge Funds Buy Record Semiconductor Stocks Amid Post-Selloff Bets

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Hedge funds made a record purchase of U.S. semiconductor stocks on July 14, 2026—the highest in 3.5 years, according to Goldman Sachs. This followed the worst two-week sell-off since June 2024. Semiconductors now account for 10% of hedge fund exposure, double last year’s level but below the May peak of 14%. Value investing in crypto and technical analysis-based crypto strategies are gaining traction as investors adapt to market shifts.

Huo Xing Finance reports that, on July 14, according to Goldman Sachs data, hedge funds are heavily buying U.S. semiconductor stocks. Last week, hedge funds purchased the largest amount of U.S. semiconductor stocks in nearly three and a half years, following two consecutive weeks of the largest sell-offs since June 2024. As a result, semiconductor stocks now account for 10% of hedge funds’ total exposure—double the level from the same period last year. However, this percentage remains below the peak of 14% recorded in May. Hedge funds are betting that the sell-off in semiconductors has ended.

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