Major Hedge Funds Are Bullish on Equities

Baupost, Third Point, and Bridgewater have boosted their U.S. stock portfolios in recent quarters.

(Amir Hamja/Bloomberg)

(Amir Hamja/Bloomberg)

Several large, well-known hedge fund firms with wide investment latitudes have sharply boosted their bets on U.S. stocks in recent quarters.

For example, Seth Klarman’s Baupost Group disclosed that it held about $12.6 billion in long bets on U.S. common equities at the end of March, according to its recently filed 13F document.

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