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NovaGold Resources
NG

259 hedge funds and large institutions have $2.99B invested in NovaGold Resources in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

56% more call options, than puts

Call options by funds: $8.33M | Put options by funds: $5.35M

11% more funds holding

Funds holding: 233 → 259 (+26)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $3.11B → $2.99B (-$112M)

5% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 83

5.9% less ownership

Funds ownership: 81.87% → 75.97% (-5.9%)

Holders
259
Holders Change
+26
Holders Change %
+11.16%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
54
Increased
79
Reduced
83
Closed
24
Calls
$8.33M
Puts
$5.35M
Net Calls
+$2.98M
Net Calls Change
-$2.18M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$58.7M
2
Marshall Wace
Marshall Wace
United Kingdom
+$22M
3
LIM
Lingotto Investment Management
United Kingdom
+$16.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$9.13M
5
SSA
Schonfeld Strategic Advisors
New York
+$7.83M

Top Sellers

1
KGI
Kopernik Global Investors
Florida
-$19.7M
2
BlackRock
BlackRock
New York
-$19.1M
3
Fidelity International
Fidelity International
Bermuda
-$18.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.3M
5
AA
ALPS Advisors
Colorado
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EG
1
Electrum Group
New York
$834M – – –
LIM
2
Lingotto Investment Management
United Kingdom
$331M +$16.9M +1,645,225 +5%
PC
3
Paulson & Co
New York
$245M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$199M -$18.3M -1,780,090 -7%
BlackRock
5
BlackRock
New York
$156M -$19.1M -1,856,037 -10%
Capital World Investors
6
Capital World Investors
California
$111M – – –
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$85.7M +$7.52M +731,408 +8%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$82.4M -$43.8K -4,259 -0%
VCM
9
Vanguard Capital Management
Pennsylvania
$73.1M +$83.5M +8,113,068 New
VanEck Associates
10
VanEck Associates
New York
$68.7M +$722K +70,165 +0.9%
KGI
11
Kopernik Global Investors
Florida
$58.5M -$19.7M -1,917,650 -23%
Principal Financial Group
12
Principal Financial Group
Iowa
$51.4M +$58.7M +5,704,403 +32,406%
Teacher Retirement System of Texas
13
Teacher Retirement System of Texas
Texas
$46.5M -$2.06M -200,000 -4%
Amundi
14
Amundi
France
$45.4M +$5.36M +521,388 +12%
BPCE
15
Bank Pictet & Cie (Europe)
Germany
$42M -$10.3M -1,000,000 -18%
State Street
16
State Street
Massachusetts
$41M -$2.01M -195,384 -4%
UBS Group
17
UBS Group
Switzerland
$38.9M +$2.44M +237,584 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$32M -$1.78M -173,058 -5%
Marshall Wace
19
Marshall Wace
United Kingdom
$26.4M +$22M +2,137,050 +268%
Morgan Stanley
20
Morgan Stanley
New York
$25.8M +$495K +48,097 +2%
ECP
21
Empyrean Capital Partners
California
$24.2M -$52.5K -5,100 -0.2%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$24.2M +$27.7M +2,688,022 New
Bank of America
23
Bank of America
North Carolina
$22.6M -$4.54M -440,861 -15%
GWM
24
Greenwich Wealth Management
Connecticut
$18M – – –
VPM
25
Vanguard Portfolio Management
Pennsylvania
$16.6M +$19M +1,843,460 New
1
2 3 4 5

NG Hedge Fund Activity: Q1 2026 in Review

259 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in NovaGold Resources (NG) for Q1 2026, worth a combined $2.99B — down 3.6% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NG positions and 24 closed out — a net gain of 30 holders — while 79 added to existing stakes and 83 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $58.7M. The largest seller was Kopernik Global Investors, cutting an estimated $19.7M.

  • 259 institutional investors held NovaGold Resources (NG) as of Q1 2026, up from 233 in Q4 2025.
  • Funds reported $2.99B of NovaGold Resources stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 54 funds opened new NovaGold Resources positions in Q1 2026 and 24 closed out, a net change of +30 holders.
  • The largest NovaGold Resources buyer in Q1 2026 was Principal Financial Group, an estimated $58.7M added.
  • The largest NovaGold Resources seller in Q1 2026 was Kopernik Global Investors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2026.