Hedge Funds Hit Record High Exposure to Semiconductor Stocks as Sector Rally Intensifies🔥66
1/14/2026•Business > Investing
- •Semiconductor holdings now make up 7.5% of total hedge fund exposure.
- •This figure has doubled since 2022.
- •Net exposure, accounting for hedges, has soared to 10.5%.
- •The increase marks a 900% rise in net exposure since 2022.
- •Rise driven by global demand for AI and high-performance chips.













