Hedge funds have recently sold a record 205,000 contracts, amounting to $5.9 billion, in the agriculture sector, marking the largest outflows in two years. This selling was attributed to various factors including new tariffs, job cuts related to the Department of Government Efficiency (DOGE), geopolitical uncertainties, and weak U.S. export sales. Concurrently, retail investors have been purchasing U.S. stocks at an unprecedented rate, with technology stock purchases doubling in just a few weeks. Despite this, hedge funds have also been reducing their exposure to the so-called 'Magnificent 7' stocks, which include major companies like Nvidia, Amazon, and Apple. Their exposure has fallen to the lowest level since mid-2023, with the group experiencing a decline of approximately 14% from their peak and erasing around $2.6 trillion in market value. The recent market dynamics reflect a stark contrast between retail investor enthusiasm and institutional selling, particularly in U.S. equities, which has been described as the fastest pace of selling on record over the past two weeks, surpassing even the levels seen during the 2022 bear market.