# Institutional investors trim Magnificent Seven holdings in Q2

2026-08-15T02:31:21+00:00 | World & Diplomacy | Indian Opinion Desk

Corroboration: 1 independent outlet

Nearly 44% of institutional investors trimmed their Magnificent Seven holdings in the June quarter, while 42% added or started positions, according to a Reuters analysis of 13F filings from 6,371 funds. The near-tie signals an absence of consensus, said one hedge fund founder. Semiconductor stocks retained a bullish tilt, with 48% net buyers versus 34.5% net sellers. Tiger Global cut stakes in Microsoft, Nvidia, Meta and Alphabet, while boosting Intel. Energy and software firms saw net selling. The July tech selloff may reflect a crowded-trade unwind rather than a rejection of the AI thesis, analysts said.

## Coverage

- livemint.com <https://www.livemint.com/market/institutional-investors-reveal-cautious-approach-to-tech-favorites-in-us-quarterly-13f-filings-11786744463480.html>

Tags: Alphabet, Magnificent Seven, Meta Platforms, Microsoft, Nvidia, Tiger Global Management
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