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April 2026 Hedge Fund Positioning: AI Infrastructure Names Dominate the Crowded Shorts

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HFA Staff
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hazeltree april 2026 us semiconductor net long sentiment ytd sox
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Hedge funds spent April riding the equity rebound rather than fading it. According to Hazeltree’s April 2026 Crowding Report, surveying more than 600 global hedge funds tracked across roughly 16,000 securities, funds upped their large-cap technology bets while concentrating shorts n a narrow set of names where the AI-infrastructure bet is uncertain.

The PHLX Semiconductor Sector...

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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.