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Hedge funds made $24 billion shorting software stocks so far in 2026 — and they are increasing the bet

Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.

Raccontata dacnbc.comfortune.com

Confronto fonti

2 prospettive sulla stessa storia
AI · summaries
cnbc.comStai leggendo3 mesi fa

Hedge funds made $24 billion shorting software stocks so far in 2026 — and they are increasing the bet

Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.

originale
fortune.com3 mesi fa

Options traders pile into tech hedges after software rout | Fortune

“The question is how low do you go?” said Michael Bailey of FBB Capital Partners. “Investors hate software, that’s pretty clear.”

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Timeline cronologica

  1. mercoledì 4 febbraio 2026·cnbc.com

    Hedge funds made $24 billion shorting software stocks so far in 2026 — and they are increasing the bet

    Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on…

  2. giovedì 5 febbraio 2026·fortune.com

    Options traders pile into tech hedges after software rout | Fortune

    “The question is how low do you go?” said Michael Bailey of FBB Capital Partners. “Investors hate software, that’s pretty clear.”