USA Rare Earth Inc (USAR) Hedge Fund Ownership (Q2 2026)

USA Rare Earth Inc (USAR)

379 + Investors. Track Smart Money conviction in USAR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — USAR

Based on 400 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added USAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

400 hedge funds hold USAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +684% more funds vs a year ago

fund count last 6Q

+349 new funds entered over the past year (+684% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

289 buying129 selling

Last quarter: 289 funds were net buyers (136 opened a brand new position + 153 added to an existing one). Only 129 were sellers (79 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~136 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 104 → 122 → 135 → 136. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 74% entered in last year

■ 3% conviction (2yr+) ■ 23% medium ■ 74% new

Only 11 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +56% but shares only +11% — price-driven

Value

+56%

+11%

Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

43 → 104 → 122 → 135 → 136 new funds/Q

New funds entering each quarter: 104 → 122 → 135 → 136. A growing number of institutions are discovering USAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 95% of holders entered in last year

■ 2% veterans ■ 3% 1-2yr ■ 95% new

Of 435 current holders: 414 (95%) entered in the past year, only 10 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

48 of 386 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in USAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.8

out of 10

Moderate Exit Risk

Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	379	314	20.7%
13F Shares	163M	150M	8.35%
Total Value	$3.29B	$2.24B	46.95%
New Positions	131	135	-4
Increased Positions	144	114	+30
Closed Positions	52	46	+6
Reduced Positions	67	34	+33
Total Calls	32	24	33.33%
Total Puts	16	15	6.67%
PUT/CALL Ratio	0.5	0.62	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

379

314

20.7%

13F Shares

163M

150M

8.35%

Total Value

$3.29B

$2.24B

46.95%

New Positions

131

135

-4

Increased Positions

144

114

+30

Closed Positions

Reduced Positions

+33

Total Calls

33.33%

Total Puts

6.67%

PUT/CALL Ratio

0.5

0.62

Bullish

Institutional Holders (2026 Q2)

379 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USAR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 USAR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bayshore Capital Advisors, LLC	44.72%	4,438,785	$95.8M
2	Trustees of the University of Pennsylvania	10.21%	493,094	$10.6M
3	Altfest L J & Co Inc	2.64%	1,260,525	$27.2M
4	Mfg Wealth Management, INC.	1.43%	92,393	$2.0M
5	Sender Co & Partners, Inc.	1.35%	216,120	$4.7M
6	Sound Capital Solutions LLC	1.26%	250,000	$5.4M
7	Acasta Partners UK LLP	1.11%	97,900	$2.1M
8	Kingsbury Capital Investment Advisors LLC	1.01%	55,365	$1.2M
9	Kmt Wealth Management, LLC	1.01%	55,365	$1.2M
10	KDT Advisors, LLC	0.80%	26,910	$581K
11	Shade Tree Advisors LLC	0.66%	52,500	$1.1M
12	Reaves W H & Co Inc	0.65%	2,000,000	$43.2M
13	UNICOM Systems, Inc.	0.65%	459,374	$9.9M
14	Alyeska Investment Group, L.P.	0.63%	11,290,321	$243.6M
15	SIR Capital Management, L.P.	0.62%	250,414	$5.4M
16	P Schoenfeld Asset Management LP	0.62%	70,005	$1.5M
17	Hood River Capital Management LLC	0.58%	3,688,848	$79.6M
18	Zimmer Partners, LP	0.56%	1,132,220	$24.4M
19	Principia Wealth Advisory, LLC	0.46%	53,329	$806K
20	Darwin Wealth Management, LLC	0.36%	60,176	$1.3M
21	Sovran Advisors, LLC	0.36%	339,133	$4.8M
22	one8zero8, LLC	0.35%	81,400	$1.8M
23	Lisanti Capital Growth, LLC	0.34%	71,750	$1.5M
24	Weaver Capital Management LLC	0.33%	100,000	$1.5M
25	P Schoenfeld Asset Management LP	0.33%	37,500	$809K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — USA Rare Earth Inc (USAR)

What does the Smart Money Trend signal show for USAR?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added USAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USAR?

More buyers than sellers — 69% buying: Last quarter: 289 funds were net buyers (136 opened a brand new position + 153 added to an existing one). Only 129 were sellers (79 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAR holders?

Elite ownership — 54% AUM from top-100 funds: 48 of 386 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in USAR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USAR?

Mostly new holders — 74% entered in last year: Only 11 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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USA Rare Earth Inc (USAR)

Smart Money Signals — USAR

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +684% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~136 new funds per quarter

Mostly new holders — 74% entered in last year

Value +56% but shares only +11% — price-driven

Growing discovery — still being found

Early stage — 95% of holders entered in last year

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — USAR

Hedge Fund Ownership: USAR

Market Analysis: USAR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USAR

Hedge Fund Positioning: USAR

Statistics: USAR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — USA Rare Earth Inc (USAR)

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