Used to be _bitcoin=tech stock_, now it's _bitcoin=software_?

Wacky

denlillaapan

This is definitely true according to my portfolio

BlokchainB

Software stocks' share of total US hedge fund net exposure is down to 4%, the lowest on record.

The exposure has declined a JAW-DROPPING -14 percentage points since 2023.

Meanwhile, US software stocks dropped -15% in January, its biggest monthly decline since October 2008, the FINANCIAL CRISIS, and are down -28% since the September peak.

Will the dump in software stocks lead to a major market correction?

Stacker_Stocks

Software stocks' share of total US hedge fund net exposure is down to 4%, the lowest on record.

The exposure has declined a JAW-DROPPING -14 percentage points since 2023.

Meanwhile, US software stocks dropped -15% in January, its biggest monthly decline since October 2008, the FINANCIAL CRISIS, and are down -28% since the September peak.

Will the dump in software stocks lead to a major market correction?

![](https://m.stacker.news/128934)