Ur-Energy
URG
126 hedge funds and large institutions have $321M invested in Ur-Energy in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 27 closing their positions.
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
2% more funds holding
Funds holding: 124 → 126 (+2)
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
0.66% more ownership
Funds ownership: 60.41% → 61.07% (+0.66%)
19% less capital invested
Capital invested by funds: $397M → $321M (-$76.3M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$30.2M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$23.3M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$10.1M |
| 4 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$9.56M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Segra Capital Management
Palm Beach,
Florida
|
-$38.9M |
| 2 |
FSC
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
|
-$17.8M |
| 3 |
FCM
Freshford Capital Management
Rye Brook,
New York
|
-$11.7M |
| 4 |
MI
MMCAP International
Grand Cayman,
Cayman Islands
|
-$4.94M |
| 5 |
LHCM
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
-$4.66M |
URG Hedge Fund Activity: Q4 2025 in Review
126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Ur-Energy (URG) for Q4 2025, worth a combined $321M — down 19% from $397M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new URG positions and 27 closed out — a net gain of 4 holders — while 41 added to existing stakes and 40 trimmed.
The largest buyer was VanEck Associates, opening a new position worth an estimated $30.2M. The largest seller was Segra Capital Management, cutting an estimated $38.9M.
- 126 institutional investors held Ur-Energy (URG) as of Q4 2025, up from 124 in Q3 2025.
- Funds reported $321M of Ur-Energy stock for Q4 2025, down 19% quarter-over-quarter.
- 31 funds opened new Ur-Energy positions in Q4 2025 and 27 closed out, a net change of +4 holders.
- The largest Ur-Energy buyer in Q4 2025 was VanEck Associates, an estimated $30.2M added.
- The largest Ur-Energy seller in Q4 2025 was Segra Capital Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q4 2025.