---
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.

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