---
title: "Hedge funds pile into chips as BofA flags sell risk"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286947191.md"
description: "Hedge funds have increased their exposure to semiconductors, which now represent the largest sector weight on record. A BofA survey indicates that 73% of fund managers consider 'long global semiconductors' the most crowded trade. However, rising bond yields and high energy costs are creating macro headwinds for high-growth technology and aerospace stocks."
datetime: "2026-05-19T16:57:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286947191.md)
  - [en](https://longbridge.com/en/news/286947191.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286947191.md)
---

# Hedge funds pile into chips as BofA flags sell risk

Record sector weight: Semiconductors now account for the largest share of hedge fund exposure on record, up sharply in 2026. Crowding at extremes: BofA survey finds 73% of fund managers rank 'long global semiconductors' as the market’s most crowded trade. Macro headwinds: Rising bond yields and high energy costs are pressuring high-growth technology and aerospace stocks.

### Related Stocks

- [512480.CN](https://longbridge.com/en/quote/512480.CN.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [159546.CN](https://longbridge.com/en/quote/159546.CN.md)
- [159516.CN](https://longbridge.com/en/quote/159516.CN.md)
- [SMH.UK](https://longbridge.com/en/quote/SMH.UK.md)
- [588170.CN](https://longbridge.com/en/quote/588170.CN.md)
- [512760.CN](https://longbridge.com/en/quote/512760.CN.md)
- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [588780.CN](https://longbridge.com/en/quote/588780.CN.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [BAC.US](https://longbridge.com/en/quote/BAC.US.md)
- [BAC-Q.US](https://longbridge.com/en/quote/BAC-Q.US.md)
- [BML-L.US](https://longbridge.com/en/quote/BML-L.US.md)
- [BAC-L.US](https://longbridge.com/en/quote/BAC-L.US.md)
- [BAC-K.US](https://longbridge.com/en/quote/BAC-K.US.md)
- [BML-H.US](https://longbridge.com/en/quote/BML-H.US.md)
- [BAC-N.US](https://longbridge.com/en/quote/BAC-N.US.md)
- [BAC-E.US](https://longbridge.com/en/quote/BAC-E.US.md)
- [MER-K.US](https://longbridge.com/en/quote/MER-K.US.md)
- [BAC-O.US](https://longbridge.com/en/quote/BAC-O.US.md)
- [BML-G.US](https://longbridge.com/en/quote/BML-G.US.md)
- [BAC-M.US](https://longbridge.com/en/quote/BAC-M.US.md)
- [BAC-B.US](https://longbridge.com/en/quote/BAC-B.US.md)
- [BML-J.US](https://longbridge.com/en/quote/BML-J.US.md)
- [BAC-S.US](https://longbridge.com/en/quote/BAC-S.US.md)
- [BAC-P.US](https://longbridge.com/en/quote/BAC-P.US.md)
- [8648.JP](https://longbridge.com/en/quote/8648.JP.md)

## Related News & Research

- [Tower Semiconductor Analysts Boost Their Forecasts Following Better-Than-Expected Q1 Earnings](https://longbridge.com/en/news/286435168.md)
- [Comparative Study: Micron Technology And Industry Competitors In Semiconductors & Semiconductor Equipment Industry](https://longbridge.com/en/news/286751701.md)
- [Micron and Texas Instruments Get Price Target Boost as Top Mizuho Analyst Sees Strong Chip Demand](https://longbridge.com/en/news/286954735.md)
- [Micron's AI chip boom fuels $1T valuation push amid Nvidia comparisons](https://longbridge.com/en/news/286693413.md)
- [Understanding Micron Technology's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors](https://longbridge.com/en/news/286395131.md)