Ioneer
IONR
8 hedge funds and large institutions have $329K invested in Ioneer in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
57% more capital invested
Capital invested by funds: $209K → $329K (+$120K)
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more ownership
Funds ownership: 0% → 0% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$77.8K |
| 2 |
GWM
GK Wealth Management
Reno,
Nevada
|
+$57.4K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$55.3K |
| 4 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$84 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$56.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
1
GK Wealth Management
Reno,
Nevada
| $113K | +$57.4K | +13,600 | +89% |
|
|
TC
2
TownSquare Capital
Provo,
Utah
| $110K | +$55.3K | +13,100 | +88% |
|
|
3
UBS Group
Zurich,
Switzerland
| $72.1K | +$77.8K | +18,418 | +65,779% |
|
4
Bank of America
Charlotte,
North Carolina
| $25.6K | – | – | – |
|
|
5
Morgan Stanley
New York
| $5.47K | -$56.6K | -13,400 | -91% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $2.74K | – | – | – |
|
7
Jones Financial Companies
Des Peres,
Missouri
| $222 | – | – | – |
|
|
BWL
8
Bogart Wealth LLC
Mclean,
Virginia
| $78 | +$84 | +20 | New |
|
IONR Hedge Fund Activity: Q1 2025 in Review
8 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ioneer (IONR) for Q1 2025, worth a combined $329K — up 57% from $209K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IONR positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $77.8K. The largest seller was Morgan Stanley, cutting an estimated $56.6K.
- 8 institutional investors held Ioneer (IONR) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $329K of Ioneer stock for Q1 2025, up 57% quarter-over-quarter.
- 1 fund opened new Ioneer positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Ioneer buyer in Q1 2025 was UBS Group, an estimated $77.8K added.
- The largest Ioneer seller in Q1 2025 was Morgan Stanley, an estimated $56.6K sold.
Based on aggregated 13F filings for Q1 2025.