Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

USA RARE EARTH INC (USAR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +75
Streak
4Q ▲
Buyers last Q
73%

Smart Money Signals — USAR

Based on 213 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
213 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 — +21200% more funds vs a year ago

fund count last 6Q
+212 new funds entered over the past year (+21200% 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 — 73% buying

180 buying68 selling
Last quarter: 180 funds were net buyers (114 opened a brand new position + 66 added to an existing one). Only 68 were sellers (29 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new USAR position: 13 → 42 → 99 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 90% entered in last year

2% conviction (2yr+) 8% medium 90% new
Only 5 funds (2%) 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.
💎

Buying through price weakness — shares +86%, value +29%

Value
+28%
Shares
+85%
Last quarter: funds added +86% more shares while total portfolio value only changed +29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

0 → 13 → 42 → 99 → 114 new funds/Q
New funds entering each quarter: 13 → 42 → 99 → 114. 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 — 96% of holders entered in last year

4% veterans 0% 1-2yr 96% new
Of 232 current holders: 222 (96%) entered in the past year, only 10 (4%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
29 of 213 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 3 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: USAR
2026 Q1 Stats Unlock in 22 days 232 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 232 155 49.68%
13F Shares 76M 41M 85.81%
Total Value $900M $699M 28.78%
New Positions 117 103 +14
Increased Positions 100 52 +48
Closed Positions 41 12 +29
Reduced Positions 39 15 +24
Total Calls 17 14 21.43%
Total Puts 8 11 -27.27%
PUT/CALL Ratio 0.47 0.79 Bullish

Statistics: USAR

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

232 + investors

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

Top 25 institutional holders of USAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bayshore Capital Advisors, LLC 55.84% 8,743,216 $132.3M
2 MFG WEALTH MANAGEMENT, INC. 1.20% 95,519 $1.4M
3 Weaver Capital Management LLC 0.33% 100,000 $1.5M
4 PFG Investments, LLC 0.07% 99,844 $1.5M
5 Revisor Wealth Management LLC 0.05% 11,640 $176K
6 Dynamic Advisor Solutions LLC 0.05% 98,584 $1.5M
7 Cornerstone Wealth Management, LLC 0.04% 50,609 $766K
8 Hickory Point Bank & Trust 0.03% 3,500 $53K
9 Leonteq Securities AG 0.02% 40,501 $613K
10 Founders Capital Management 0.01% 1,200 $18K
11 WOLFF WIESE MAGANA LLC 0.01% 1,000 $15K
12 Perigon Wealth Management, LLC 0.01% 23,255 $352K
13 Murphy & Mullick Capital Management Corp 0.01% 500 $8K
14 Activest Wealth Management 0.01% 2,000 $30K
15 CoreCap Advisors, LLC 0.00% 8,658 $131K
16 IFP Advisors, Inc 0.00% 11,759 $178K
17 First PREMIER Bank 0.00% 1,000
18 RFG Advisory, LLC 0.00% 10,702 $162K
19 HHM Wealth Advisors, LLC 0.00% 1,406 $21K
20 Private Advisor Group, LLC 0.00% 32,738 $495K
21 TSFG, LLC 0.00% 1,000
22 Concurrent Investment Advisors, LLC 0.00% 12,660 $192K
23 STRS OHIO 0.00% 32,100 $486K
24 Aspect Partners, LLC 0.00% 311 $5K
25 Farther Finance Advisors, LLC 0.00% 12,687 $188K
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 — 4 quarters in a row: For 4 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 — 73% buying: Last quarter: 180 funds were net buyers (114 opened a brand new position + 66 added to an existing one). Only 68 were sellers (29 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USAR holders?

Strong quality — 30% AUM from major funds: 29 of 213 holders rank in the top 100 by AUM, accounting for 30% 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 — 90% entered in last year: Only 5 funds (2%) 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.

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.