Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

USA Rare Earth Inc (USAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +89
Streak
5Q ▲
Buyers last Q
74%

Smart Money Signals — USAR

Based on 313 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
313 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 — +2136% more funds vs a year ago

fund count last 6Q
+299 new funds entered over the past year (+2136% 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 — 74% buying

251 buying89 selling
Last quarter: 251 funds were net buyers (134 opened a brand new position + 117 added to an existing one). Only 89 were sellers (44 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new USAR position: 42 → 104 → 120 → 134. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 84% entered in last year

■ 3% conviction (2yr+) ■ 13% medium ■ 84% new
Only 8 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 +146% but shares only +97% — price-driven

Value
+146%
Shares
+97%
Last quarter: the total dollar value of institutional holdings rose +146%, but actual share count only changed +97%. 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.
🚀

Acceleration phase — new buyers rushing in

14 → 42 → 104 → 120 → 134 new funds/Q
New funds entering each quarter: 42 → 104 → 120 → 134. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 343 current holders: 334 (97%) entered in the past year, only 9 (3%) 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.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
41 of 313 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Institutional Sentiment Summary — USAR

In 2026 Q1, 251 hedge funds were net buyers of USAR (134 opened a new position, 117 added to an existing one), while 89 reduced or exited (44 trimmed, 45 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in USAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +89 funds (more new holders than closures). Total institutional holders: 313.

Hedge Fund Ownership: USAR

How many hedge funds hold USAR — quarterly history vs. share price
Quarterly hedge fund ownership of USAR vs. share price

Market Analysis: USAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USAR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy USA Rare Earth Inc (USAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USAR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
USAR
+45.1%
SPY
+14.1%

USAR outperformed SPY by +31.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
USAR
-10.0%
SPY
+0.3%

Since the filing became public, USAR outperformed SPY by -10.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 2 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: USAR
311 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 311 224 38.84%
13F Shares 150M 76M 97.28%
Total Value $2.24B $909M 146.23%
New Positions 133 120 +13
Increased Positions 114 68 +46
Closed Positions 46 40 +6
Reduced Positions 34 24 +10
Total Calls 24 17 41.18%
Total Puts 15 8 87.5%
PUT/CALL Ratio 0.62 0.47 Bullish

Statistics: USAR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

311 + 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:
Top 25 USAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Inflection Point Holdings II LLC 100.00% 3,125,000 $47.3M
2 Bayshore Capital Advisors, LLC 55.84% 8,743,216 $132.3M
3 Trustees of the University of Pennsylvania 24.75% 4,854,970 $73.5M
4 Extract Advisors LLC 5.80% 1,100,000 $16.6M
5 Newtyn Management, LLC 3.78% 2,339,613 $35.4M
6 Altfest L J & Co Inc 1.89% 1,168,854 $17.7M
7 Mfg Wealth Management, INC. 1.20% 95,519 $1.4M
8 Sovran Advisors, LLC 0.93% 456,920 $11.9M
9 Hood River Capital Management LLC 0.80% 4,242,941 $79.4M
10 UNICOM Systems, Inc. 0.71% 459,374 $7.0M
11 Alyeska Investment Group, L.P. 0.71% 16,570,777 $250.8M
12 Hohimer Wealth Management, LLC 0.70% 389,600 $5.9M
13 Reaves W H & Co Inc 0.58% 2,320,000 $35.1M
14 P Schoenfeld Asset Management LP 0.58% 70,005 $1.1M
15 Shade Tree Advisors LLC 0.57% 52,500 $795K
16 Zimmer Partners, LP 0.42% 1,151,640 $17.4M
17 Pilgrim Partners Asia Pte Ltd 0.37% 60,000 $908K
18 Yaupon Capital Management LP 0.33% 700,000 $10.6M
19 Weaver Capital Management LLC 0.33% 100,000 $1.5M
20 Weiss Asset Management LP 0.29% 1,130,000 $17.1M
21 Seven Grand Managers, LLC 0.27% 262,500 $4.0M
22 Tannin Capital LLC 0.25% 22,437 $340K
23 Ghisallo Capital Management LLC 0.21% 500,000 $7.6M
24 Pier 88 Investment Partners LLC 0.20% 53,800 $814K
25 Encompass Capital Advisors LLC 0.19% 465,000 $6.2M
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 — 5 quarters in a row: For 5 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 — 74% buying: Last quarter: 251 funds were net buyers (134 opened a brand new position + 117 added to an existing one). Only 89 were sellers (44 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAR holders?

Strong quality — 36% AUM from major funds: 41 of 313 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USAR?

Mostly new holders — 84% entered in last year: Only 8 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.

Is it too late to buy USA Rare Earth Inc (USAR) following the 2026 Q1 hedge fund 13F filings?

As of today, USAR has moved -10.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -10.3%. Since the quarter end (March 31, 2026), USAR has gained +45.1% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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