Ur-Energy
URG
135 hedge funds and large institutions have $253M invested in Ur-Energy in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 35 closing their positions.
46% more capital invested
Capital invested by funds: $173M → $253M (+$80.1M)
40% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 35
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more funds holding
Funds holding: 121 → 135 (+14)
4.24% less ownership
Funds ownership: 70.4% → 66.16% (-4.2%)
31% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSC
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
+$5.87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.51M |
| 3 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
+$4.02M |
| 4 |
SCM
Segra Capital Management
Palm Beach,
Florida
|
+$3.09M |
| 5 |
Millennium Management
New York
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.2M |
| 2 |
MI
MMCAP International
Grand Cayman,
Cayman Islands
|
-$7.12M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.1M |
| 4 |
LHCM
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
-$3.9M |
| 5 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$3.39M |
URG Hedge Fund Activity: Q2 2025 in Review
135 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ur-Energy (URG) for Q2 2025, worth a combined $253M — up 46% from $173M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new URG positions and 35 closed out — a net gain of 14 holders — while 27 added to existing stakes and 39 trimmed.
The largest buyer was Fourth Sail Capital, adding an estimated $5.87M. The largest seller was BlackRock, cutting an estimated $10.2M.
- 135 institutional investors held Ur-Energy (URG) as of Q2 2025, up from 121 in Q1 2025.
- Funds reported $253M of Ur-Energy stock for Q2 2025, up 46% quarter-over-quarter.
- 49 funds opened new Ur-Energy positions in Q2 2025 and 35 closed out, a net change of +14 holders.
- The largest Ur-Energy buyer in Q2 2025 was Fourth Sail Capital, an estimated $5.87M added.
- The largest Ur-Energy seller in Q2 2025 was BlackRock, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2025.