Woofun AI data shows that hedge funds executed their most significant purchase of U.S. semiconductor equities in nearly three and a half years during the previous week. This accumulation follows the sector's steepest two-week decline since June 2024.

Consequently, semiconductor holdings now constitute 10% of total hedge fund exposure, representing a twofold increase compared to the same period last year. While this figure remains below the 14% peak observed in May, the data indicates a reversal in hedge fund positioning regarding semiconductor sell-offs.