Cameco
1,021 hedge funds and large institutions have $28.9B invested in Cameco in 2026 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 342 increasing their positions, 357 reducing their positions, and 101 closing their positions.
60% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 101
15% more capital invested
Capital invested by funds: $25.1B → $28.9B (+$3.84B)
4% more funds holding
Funds holding: 978 → 1,021 (+43)
4% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 357
1.95% less ownership
Funds ownership: 63.05% → 61.1% (-1.9%)
3% less funds holding in top 10
Funds holding in top 10: 37 → 36 (-1)
43% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $2.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
+$380M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$149M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$136M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$96.5M |
| 5 |
D.E. Shaw & Co
New York
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$671M |
| 2 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$233M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$201M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$110M |
| 5 |
CHP
Castle Hook Partners
New York
|
-$80.2M |
CCJ Hedge Fund Activity: Q1 2026 in Review
1,021 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Cameco (CCJ) for Q1 2026, worth a combined $28.9B — up 15% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new CCJ positions and 101 closed out — a net gain of 61 holders — while 342 added to existing stakes and 357 trimmed.
The largest buyer was Hardman Johnston Global Advisors, adding an estimated $380M. The largest seller was Fidelity Investments, cutting an estimated $671M.
- 1,021 institutional investors held Cameco (CCJ) as of Q1 2026, up from 978 in Q4 2025.
- Funds reported $28.9B of Cameco stock for Q1 2026, up 15% quarter-over-quarter.
- 162 funds opened new Cameco positions in Q1 2026 and 101 closed out, a net change of +61 holders.
- The largest Cameco buyer in Q1 2026 was Hardman Johnston Global Advisors, an estimated $380M added.
- The largest Cameco seller in Q1 2026 was Fidelity Investments, an estimated $671M sold.
Based on aggregated 13F filings for Q1 2026.