Hedge funds are selling discretionary stocks due to economic concerns, indicating a negative impact.

From Yahoo Finance: 2025-04-22 08:37:00

Hedge funds are ditching consumer discretionary stocks, a sign of economic trouble ahead. U.S. tariff uncertainty and fears of recession are driving this shift. Analysts are cautious, but indicators like consumer confidence hitting a low suggest trouble. Hedge funds may move towards defensive assets amid economic uncertainties. Retail and leisure sectors are hardest hit.

Read more: Hedge funds’ 2025 selling focuses on discretionary stocks, Goldman data shows