Hedge funds’ net exposure to the US Magnificent Seven climbed to 22%, marking a new record high.

According to Goldman Sachs data, investor bullish sentiment toward large-cap tech stocks has reached an all-time high. Hedge funds’ total net exposure to the U.S. Magnificent 7 tech stocks has risen to 22%, a record high. This figure has surged by 7 percentage points since July, marking the largest three-month increase since 2023, and breaking the previous peak of 21% set in June 2024 (compared to just 8% during the 2022 bear market low). Meanwhile, hedge funds’ total net exposure to U.S. semico

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