USA Rare Earth Inc
USAR
392 hedge funds and large institutions have $2.96B invested in USA Rare Earth Inc in 2026 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 150 increasing their positions, 62 reducing their positions, and 44 closing their positions.
182% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 44
142% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 62
52% more capital invested
Capital invested by funds: $1.94B → $2.96B (+$1.02B)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more call options, than puts
Call options by funds: $369M | Put options by funds: $280M
24% more funds holding
Funds holding: 317 → 392 (+75)
3.31% more ownership
Funds ownership: 58.56% → 61.87% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$130M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$115M |
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
+$93.2M |
| 4 |
Renaissance Technologies
New York
|
+$68.3M |
| 5 |
JP Morgan Chase
New York
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$120M |
| 2 |
TOTUOP
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
-$99.4M |
| 3 |
BCA
Bayshore Capital Advisors
Tampa,
Florida
|
-$98.1M |
| 4 |
NM
Newtyn Management
New York
|
-$35.4M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$19.6M |
USAR Hedge Fund Activity: Q2 2026 in Review
392 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q2 2026, worth a combined $2.96B — up 52% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new USAR positions and 44 closed out — a net gain of 80 holders — while 150 added to existing stakes and 62 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $130M. The largest seller was Alyeska Investment Group, cutting an estimated $120M.
- 392 institutional investors held USA Rare Earth Inc (USAR) as of Q2 2026, up from 317 in Q1 2026.
- Funds reported $2.96B of USA Rare Earth Inc stock for Q2 2026, up 52% quarter-over-quarter.
- 124 funds opened new USA Rare Earth Inc positions in Q2 2026 and 44 closed out, a net change of +80 holders.
- The largest USA Rare Earth Inc buyer in Q2 2026 was T. Rowe Price Associates, an estimated $130M added.
- The largest USA Rare Earth Inc seller in Q2 2026 was Alyeska Investment Group, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2026.