Smart money rotates defensive ahead of correction

The market is shifting in a way unseen since 2008. Buffett is selling Citi shares, Elliott Management is exiting NVIDIA, Pershing Square is cutting back on Google, and Soros has walked away from Boeing. When top investors move together like this, it is a clear sign. The latest 13F filings reveal a synchronized shift from growth stocks toward safer, defensive bets. This shows institutional investors expect a market correction soon.

Market breadth is collapsing and the depth of quality holdings is at multi-year lows. This is not simple profit-taking by traders riding short-term waves. It is a strategic repositioning by big money managers sensing rising risk below the surface. The internal market signals are worsening quickly.

Ignoring this consensus means ignoring the growing danger. Risk management beats fear of missing out every time. The smartest money is already moving. The rest will have to follow or get caught in the fallout.