Paradis(@ParadisLabs):Absolutely insane... HFs have pulled back gross exposure by ~8% -- the most aggressive de-grossing in at least ten years -- according to Morgan Stanley’s Prime Brokerage data. In addition, TMT-focused HFs lost ~12% in October with losses concentrated in crowded Tech names -- according to Goldman Sachs Prime Brokerage. HFs are cutting both longs and shorts to protect their solid YTD gains (and bonus packages) accrued in H1 2026. That unwind reinforces selloffs in crowded stocks, which is why Amazon, Google and Intel saw violent sell-offs.

2026.10.31 11:33

Absolutely insane... HFs have pulled back gross exposure by ~8% -- the most aggressive de-grossing in at least ten years -- according to Morgan Stanley’s Prime Brokerage data. In addition, TMT-focused HFs lost ~12% in October with losses concentrated in crowded Tech names -- according to Goldman Sachs Prime Brokerage. HFs are cutting both longs and shorts to protect their solid YTD gains (and bonus packages) accrued in H1 2026. That unwind reinforces selloffs in crowded stocks, which is why Amazon, Google and Intel saw violent sell-offs.