{"id":52892,"date":"2026-10-11T11:45:47","date_gmt":"2026-10-11T11:45:47","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=52892"},"modified":"2026-10-11T11:45:47","modified_gmt":"2026-10-11T11:45:47","slug":"hedge-funds-pile-into-magnificent-7-stocks-at-fastest-pace-since-2023-pushing-exposure-to-22","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=52892","title":{"rendered":"Hedge Funds Pile Into Magnificent 7 Stocks at Fastest Pace Since 2023, Pushing Exposure to 22%"},"content":{"rendered":"

\"\"<\/p>\n

Hedge funds are piling back into Big Tech at a pace not seen in three years.<\/p>\n

Hedge funds\u2019 net exposure to the Magnificent 7 stocks has climbed to 22% of total US exposure, according to Goldman Sachs data, says<\/a> The Kobeissi Letter.<\/p>\n

The Magnificent Seven (Mag 7) stocks are Alphabet (GOOGL\/GOOG), Amazon (AMZN), Apple (AAPL), Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA).<\/p>\n

That is up about 7 percentage points since July, the biggest three-month jump since 2023.<\/p>\n

The reading tops the 21% peak from June of 2024 and is nearly triple the 8% low hit at the bottom of the 2022 bear market.<\/p>\n

\u201cMeanwhile, hedge fund total US net exposure to semiconductor stocks is up to 12%, just below the 14% peak recorded in June 2026.<\/em><\/p>\n

For perspective, this metric stood at just 2% at the start of 2025.<\/em><\/p>\n

Everyone wants tech stocks right now.\u201d<\/em><\/p>\n

\"Image\"
Source: The Kobeissi Letter<\/figcaption><\/figure>\n

The news comes as US semiconductor imports surged<\/a> $2.4 billion in August to a record $15.4 billion.<\/p>\n

\u201cThis marks their largest monthly increase on record.<\/em><\/p>\n

Over the last 5 months, US imports of semiconductors have risen +$6.3 billion, or +69%.<\/em><\/p>\n

YoY, this figure soared +$10.0 billion, or +185%, its largest annual increase in history.<\/em><\/p>\n

By comparison, during the recovery from the 2008 Financial Crisis, the biggest YoY increase was +69% in January 2011, or +$1.4 billion.<\/em><\/p>\n

US semiconductor demand is exploding.\u201d<\/em><\/p>\n

\"Image\"
Source: The Kobeissi Letter<\/figcaption><\/figure>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n

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The post Hedge Funds Pile Into Magnificent 7 Stocks at Fastest Pace Since 2023, Pushing Exposure to 22%<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

Hedge funds are piling back into Big Tech at a pace not seen in three years. Hedge funds\u2019 net exposure to the Magnificent 7 stocks has climbed to 22% of total US exposure, according to Goldman Sachs data, says The Kobeissi Letter. The Magnificent Seven (Mag 7) stocks are Alphabet (GOOGL\/GOOG), Amazon (AMZN), Apple (AAPL), […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-52892","post","type-post","status-publish","format-standard"],"yoast_head":"\nHedge Funds Pile Into Magnificent 7 Stocks at Fastest Pace Since 2023, Pushing Exposure to 22% - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=52892\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hedge Funds Pile Into Magnificent 7 Stocks at Fastest Pace Since 2023, Pushing Exposure to 22% - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"Hedge funds are piling back into Big Tech at a pace not seen in three years. Hedge funds\u2019 net exposure to the Magnificent 7 stocks has climbed to 22% of total US exposure, according to Goldman Sachs data, says The Kobeissi Letter. 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