USA Rare Earth Inc
USAR
46 hedge funds and large institutions have $140M invested in USA Rare Earth Inc in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 6 closing their positions.
948% more capital invested
Capital invested by funds: $13.3M → $140M (+$126M)
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
517% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 6
207% more funds holding
Funds holding: 15 → 46 (+31)
27% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $20.6M
11.49% more ownership
Funds ownership: 2.02% → 13.51% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$94.2M |
| 2 |
BlackRock
New York
|
+$9.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.19M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.65M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Newtyn Management
New York
|
-$7.62M |
| 2 |
HCI
Harraden Circle Investments
New York
|
-$4.27M |
| 3 |
HF
HRT Financial
New York
|
-$319K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$49.2K |
| 5 |
JP Morgan Chase
New York
|
-$18.4K |
USAR Hedge Fund Activity: Q2 2025 in Review
46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q2 2025, worth a combined $140M — up 948% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new USAR positions and 6 closed out — a net gain of 31 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $94.2M. The largest seller was Newtyn Management, exiting entirely with an estimated $7.62M sold.
- 46 institutional investors held USA Rare Earth Inc (USAR) as of Q2 2025, up from 15 in Q1 2025.
- Funds reported $140M of USA Rare Earth Inc stock for Q2 2025, up 948% quarter-over-quarter.
- 37 funds opened new USA Rare Earth Inc positions in Q2 2025 and 6 closed out, a net change of +31 holders.
- The largest USA Rare Earth Inc buyer in Q2 2025 was Alyeska Investment Group, an estimated $94.2M added.
- The largest USA Rare Earth Inc seller in Q2 2025 was Newtyn Management, an estimated $7.62M sold.
Based on aggregated 13F filings for Q2 2025.