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

Market Intelligence Analysis

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Why This Matters

Hedge funds have made $24 billion in profits by shorting software stocks in 2026 and are increasing their bets, contributing to the sell-off in the space.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

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.

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Original article published by CNBC on February 4, 2026.
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