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NovaGold Resources

233 hedge funds and large institutions have $3.11B invested in NovaGold Resources in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $6.54M | Put options by funds: $1.38M

180% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 20

37% more capital invested

Capital invested by funds: $2.27B → $3.11B (+$840M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18.75% more ownership

Funds ownership: 63.13%81.87% (+19%)

17% more funds holding

Funds holding: 200233 (+33)

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

Holders
233
Holders Change
+33
Holders Change %
+16.5%
% of All Funds
2.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
68
Reduced
63
Closed
20
Calls
$6.54M
Puts
$1.38M
Net Calls
+$5.16M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
EG
1
Electrum Group
New York
$866M +$862M +92,902,813 New
LIM
2
Lingotto Investment Management
United Kingdom
$328M +$787K +84,820 +0.2%
PC
3
Paulson & Co
New York
$254M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$223M +$64.8M +6,990,189 +41%
BlackRock
5
BlackRock
New York
$179M +$1.12M +121,155 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$138M +$1.61M +173,474 +1%
Capital World Investors
7
Capital World Investors
California
$115M -$49.5M -5,333,000 -30%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$85.5M -$24.4M -2,634,653 -22%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$82.1M +$2.53M +273,099 +3%
KGI
10
Kopernik Global Investors
Florida
$78.6M -$43.7M -4,708,198 -36%
VanEck Associates
11
VanEck Associates
New York
$70.7M -$5.32M -574,143 -7%
BPCE
12
Bank Pictet & Cie (Europe)
Germany
$53M
Teacher Retirement System of Texas
13
Teacher Retirement System of Texas
Texas
$50.1M +$5.62M +606,000 +13%
State Street
14
State Street
Massachusetts
$44.4M +$145K +15,622 +0.3%
Amundi
15
Amundi
France
$42.2M +$5.64M +608,186 +16%
UBS Group
16
UBS Group
Switzerland
$38.1M -$88.3M -9,524,873 -70%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$34.8M -$21.1K -2,275 -0.1%
Bank of America
18
Bank of America
North Carolina
$27.6M -$1.64M -176,542 -6%
Morgan Stanley
19
Morgan Stanley
New York
$26.4M +$919K +99,105 +4%
ECP
20
Empyrean Capital Partners
California
$25.2M -$20.3M -2,188,466 -45%
Goldman Sachs
21
Goldman Sachs
New York
$19.3M -$2.1M -226,068 -10%
Fidelity International
22
Fidelity International
Bermuda
$18.7M +$18.5M +2,000,000 New
GWM
23
Greenwich Wealth Management
Connecticut
$18.6M +$18.5M +2,000,001 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$16.1M +$65.9K +7,105 +0.4%
AA
25
ALPS Advisors
Colorado
$15.4M +$93.9K +10,124 +0.6%

NG Hedge Fund Activity: Q4 2025 in Review

233 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NovaGold Resources (NG) for Q4 2025, worth a combined $3.11B — up 37% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NG positions and 20 closed out — a net gain of 36 holders — while 68 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.8M. The largest seller was UBS Group, cutting an estimated $88.3M.

  • 233 institutional investors held NovaGold Resources (NG) as of Q4 2025, up from 200 in Q3 2025.
  • Funds reported $3.11B of NovaGold Resources stock for Q4 2025, up 37% quarter-over-quarter.
  • 56 funds opened new NovaGold Resources positions in Q4 2025 and 20 closed out, a net change of +36 holders.
  • The largest NovaGold Resources buyer in Q4 2025 was Fidelity Investments, an estimated $64.8M added.
  • The largest NovaGold Resources seller in Q4 2025 was UBS Group, an estimated $88.3M sold.

Based on aggregated 13F filings for Q4 2025.