Data: Hedge funds bought $4.8 billion in US stocks last week, marking the second-largest weekly inflow since 2008

Odaily Planet Daily News Market data shows that hedge funds recorded net purchases of approximately $4.8 billion in US stocks last week, marking the second-largest weekly buying scale since 2008. Measured as a share of the S&P 500's total market capitalization, this buying scale ranks as the 24th highest in history, indicating that hedge funds are re-intensifying their allocation to US equities.

Meanwhile, institutional investors recorded net sales of approximately $3.8 billion in US stocks last week, ending a four-week consecutive buying streak. As a result, the average net buying scale of institutional investors over the past four weeks has fallen to $3.9 billion. Retail investors slightly reduced their US stock holdings by approximately $200 million during the same period, bringing their average net buying scale over the past four weeks down to $600 million.

Market observers point out that after the recent market volatility, hedge funds are flowing back into US stock markets, with a strengthening trend in capital allocation toward risk assets. The large-scale buying by hedge funds may reflect renewed confidence in corporate earnings, AI-driven growth, and the medium-to-long-term trajectory of US equities. (The Kobeissi Letter)