According to Bank of America data: In the past week, overseas investors withdrew approximately $6.5 billion from U.S. stock funds, marking the second-largest withdrawal in history. The net outflow was only lower than the $7.5 billion during the banking crisis in March 2023.
According to Apollo, foreigners hold $18.5 trillion worth of U.S. stocks, accounting for 20% of the total U.S. stock market. Additionally, foreign holdings of U.S. Treasury bonds reach $7.2 trillion, making up 30% of the total. Overseas investors also account for 30% of the entire corporate credit market, totaling $4.6 trillion.
Some netizens believe:
This is not just noise. We are talking about nearly $30 trillion in foreign risk exposure, which may exit faster than domestic allocators can react.
This could be the beginning of a structural reconfiguration, as foreign institutions will reallocate in response to the weaponization of the dollar, escalating geopolitical frictions, and the increasingly unpredictable nature of U.S. fiscal and foreign policy. Remember: foreign institutions do not panic; they rotate. If they are withdrawing, it is likely coordinated and forward-looking.
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According to Bank of America data, overseas investors withdrew approximately $6.5 billion from U.S. stock funds in the past week, marking the second-largest withdrawal on record, second only to the $7.5 billion in March 2023. Foreigners hold U.S. stocks valued at $18.5 trillion, accounting for 20% of the total market capitalization. Additionally, foreign holdings of U.S. Treasury bonds reach $7.2 trillion, making up 30% of the total. Analysts believe this may signal the beginning of a structural reallocation, as foreign institutions adjust their portfolios in response to geopolitical tensions and uncertainties in U.S. policies

- Recent data from Bank of America indicates that overseas investors withdrew approximately $6.5 billion from U.S. stock funds in the past week, marking the second-largest outflow on record.  
- Foreign investors hold $18.5 trillion in U.S. stocks, representing 20% of the market, and $7.2 trillion in U.S. Treasury bonds, accounting for 30% of the total.  
- This trend may signal a structural reconfiguration as foreign institutions adjust their investments in response to geopolitical tensions and the unpredictability of U.S. fiscal and foreign policies.