U.S. Equity Funds Score Massive $12.06 Billion Inflow Surge This Week
Wall Street's traditional vehicles just pulled off a staggering capital grab while crypto markets consolidate.
The Flow Breakdown
Twelve billion dollars doesn't just materialize—it migrates from somewhere. This massive inflow suggests institutional money remains parked in legacy systems despite digital asset infrastructure maturing at lightning speed. The old guard still commands the checkbook.
Timing Tells the Tale
This capital movement coincides with what crypto traders would call a 'risk-on' environment. Yet the money flowed into equities instead of digital assets—a curious divergence that highlights how traditional finance often plays catch-up with innovation. They're buying the rumor while we're building the reality.
Same game, different rules. Traditional funds chase returns while blockchain networks build the future. $12.06 billion could have seeded dozens of decentralized protocols—but Wall Street would rather pour it into the same structures that needed bailouts last cycle.
Sectoral equity funds attract $407 million in net new investments
Sectoral equity funds attracted net new investments of $407 million this week, with the industrial sector receiving $1.11 billion. U.S. bond funds also gained $11.9 billion, marking the highest weekly inflow since February 2021. Short-to-immediate-term government and treasury bonds received $8.02 billion, while the general domestic taxable fixed income funds received $1.78 billion. Short-to-intermediate-investment-grade funds accumulated $1.69 billion this week.
"Over past week, U.S. large caps dominated in terms of fund inflows … thematic saw most outflows, followed by consumer cyclical sectors."@DataArbor via @LizAnnSonders pic.twitter.com/pR0slFQNyI
— Daily Chartbook (@dailychartbook) September 24, 2025
U.S. money Market funds (MMF) attracted $26.71 billion, marking the fourth inflow in five weeks and showing steady movement. However, according to a Reuters report, global MMF investors pulled out $12.96 billion, recording an outflow for the second week.
The increased demand for Equity follows recent activities linked to technology supply chains and infrastructure. On Monday, Cryptopolitan reported that Nvidia revealed a plan to invest $100 billion, causing renewed confidence in the Equity market. The chip maker revealed that the funds will be used to support the construction of data centers powered by its chips, likely 4 to 5 million GPUs, with a 10-gigawatt capacity. CEO Jensen Huang described the initiative as monumental in size, saying the first phase will begin in Q2 2026 using its next-generation Vera Rubin system architecture.
NVIDIA’s stock surged to $183.85 on Monday after the announcement, adding at least $200 billion in market value within one hour. However, the stock has dropped, currently trading at $177.17 with a market cap of $4.3 trillion. The collaboration means that Nvidia will be the preferred supplier of chips and networking systems to OpenAI.
Nvidia fuels a rise in net inflows into the equity market
Sam Altman revealed that OpenAI is struggling with infrastructure challenges amid plans to meet the rising demand of AI users, currently 700 million weekly users. Altman emphasized expanding data capacity while focusing on research and product development. OpenAI has already secured backing from investors including Microsoft, SoftBank, and Thrive Capital. Forge Global valued OpenAI at $500 billion.
Across the world, global Equity funds attracted $28.96 billion in inflows this week, the largest since the past three weeks of outflows. The net inflow reversed the prior week’s $35.02 billion outflow. European and Asian Equity funds received net inflows of $10.73 billion and $4.12 billion, respectively. Sectoral funds recorded net inflows of $4.56 billion. The industrial sector received $1.65 billion, the financial industry received $1.45 billion, and the technology sector recorded $1.01 billion. Emerging markets recorded $2.65 billion in Equity funds, the sixth consecutive inflow.
Meanwhile, the global bond market saw a net inflow of $22.96 billion, the largest since 2022, while short-term funds received $10.1 billion this week. Euro-denominated and corporate bonds gained $2.3 billion and $1.95 billion, respectively.
The S&P 500 has recorded a drop of 0.3% over the past five days, trading at $6,639.22 at publication, with a YTD of 12.88%. On the other hand, the Dow Jones index has recorded a 0.72% rise over the past week, with a YTD of 8.78% showing an increase in investor confidence in the U.S. stock securities. Globally, the UK FTSE recorded a rise of 0.74% over the past week, with a YTD of 12.41%
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