Monthly Archives: February 2026
Morgan Stanley Cuts Private Share Trading Costs:
(HedgeCo.Net) Morgan Stanley’s decision to cut private-share trading fees in half on EquityZen—reducing buy-side and sell-side transaction fees to 2.5% from 5% for most trades, effective immediately—looks like a straightforward pricing move. It isn’t. It’s a signal that the bank believes the private-company […]
Boaz Weinstein’s Saba Capital Targets Blue Owl Funds:
(HedgeCo.Net) Boaz Weinstein has made a career out of identifying structural stress—moments when financial products promise something they cannot reliably deliver, and when investor expectations collide with market plumbing. Now, through Saba Capital Management, he has turned his attention to one […]
Citigroup Says Hedge Funds Sold Dollars After the Supreme Court Tariff Ruling:
(HedgeCo.Net) When Citigroup told clients that its hedge fund customers were net sellers of the U.S. dollar around the market’s reaction to a U.S. Supreme Court decision striking down President Donald Trump’s emergency-law tariffs, it sounded like a narrow flow note—interesting, but tactical. In reality, […]
Why Activist Hedge Funds Are Targeting Semi-Liquid Private Credit:
(HedgeCo.Net) For more than a decade, private credit has been one of the most successful asset classes in global finance. Low interest rates, bank retrenchment, and institutional hunger for yield fueled explosive growth. What began as a niche strategy evolved […]
Hedge Funds Are Buying Tech Stocks Again After Weeks of Selling:
(HedgeCo.Net) After weeks of sustained selling in technology—especially in software names perceived as vulnerable to rapid advances in artificial intelligence—hedge funds are creeping back into tech. The shift is showing up in prime-brokerage flow data and client notes: managers who had […]
Bill Ackman’s Big Pivot: Why Pershing Square Bet $2 Billion on Meta—and Walked Away From Hilton:
(HedgeCo.Net) Bill Ackman built Pershing Square’s reputation on a simple idea: concentrate capital in a small number of businesses where the upside is asymmetric, the downside is manageable, and the path to value creation is clear. For most of the […]
Global Private Markets Report 2026: Private Equity’ “Clearer View, Tougher Terrain”
(HedgeCo.Net) Private equity entered 2026 with something it hasn’t had in years: visibility. After a period defined by inflation shock, rate volatility, a frozen IPO window, and a stubborn buyer–seller standoff, the “weather” in private markets has improved. Dealmaking returned […]
Berkshire Hathaway Rewrites the Playbook: Why It Trimmed Apple—and Bought The New York Times:
(HedgeCo.Net) For more than a decade, Apple was not just Berkshire Hathaway’s largest equity holding—it was the defining symbol of Warren Buffett’s late-career evolution. Once skeptical of technology, Buffett ultimately embraced Apple as the ultimate consumer brand, a cash-generating ecosystem with loyalty […]
Why Fast Money Is Stepping Aside From Bitcoin”
(HedgeCo.Net) Over the past two years, few developments reshaped the intersection of traditional finance and digital assets as dramatically as the approval and explosive growth of U.S. spot Bitcoin ETFs. When regulators finally opened the door, hedge funds were among […]
The Alternative Data Arms Race: Why Hedge Funds Are Spending More Than Ever:
(HedgeCo.Net) If hedge funds once competed on intuition, relationships, and proprietary models, today they compete on information velocity. In 2026, alternative data spending across hedge funds has surged to record levels. The reason is simple: data has become the primary raw material […]
Hedge Funds Accumulate Equity ETFs:
(HedgeCo.Net). For years, hedge funds defined themselves by what they weren’t: long-only, benchmark-hugging, or passive. Alpha was the religion. Beta was the enemy. In 2026, that distinction is quietly breaking down. Recent positioning data shows hedge funds significantly increasing exposure to broad […]