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USAR

USA Rare Earth Inc
USAR

139 hedge funds and large institutions have $536M invested in USA Rare Earth Inc in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,329% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 7

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

283% more capital invested

Capital invested by funds: $140M → $536M (+$396M)

202% more funds holding

Funds holding: 46 → 139 (+93)

35% more call options, than puts

Call options by funds: $133M | Put options by funds: $99M

18.52% more ownership

Funds ownership: 13.51% → 32.03% (+19%)

Holders
139
Holders Change
+93
Holders Change %
+202.17%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
100
Increased
27
Reduced
6
Closed
7
Calls
$133M
Puts
$99M
Net Calls
+$34.2M
Net Calls Change
+$28.7M

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$55.9M
2
State Street
State Street
Massachusetts
+$37M
3
DCM
Driehaus Capital Management
Illinois
+$32.9M
4
UBS Group
UBS Group
Switzerland
+$15.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
TAM
Titleist Asset Management
Texas
-$322K
2
P8IP
Pier 88 Investment Partners
California
-$283K
3
MI
MMCAP International
Cayman Islands
-$261K
4
LP
LMR Partners
United Kingdom
-$145K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
26
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.08M +$1.73M +121,073 New
Northern Trust
27
Northern Trust
Illinois
$2.07M +$212K +14,860 +14%
Simplex Trading
28
Simplex Trading
Illinois
$1.98M +$1.22M +85,231 +287%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$1.5M +$1.25M +87,537 New
Jane Street
30
Jane Street
New York
$1.48M +$1.23M +85,814 New
WC
31
Wexford Capital
Florida
$1.21M +$1M +70,200 New
PAG
32
Private Advisor Group
New Jersey
$1.17M +$970K +67,868 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.11M +$922K +64,533 New
MA
34
Mutual Advisors
Nebraska
$1.1M +$652K +45,618 New
GIM
35
Guild Investment Management
California
$1.08M +$898K +62,820 New
Wolverine Trading
36
Wolverine Trading
Illinois
$1.07M +$705K +49,329 +413%
Walleye Trading
37
Walleye Trading
New York
$1.06M +$881K +61,669 New
FFA
38
Farther Finance Advisors
California
$1M +$835K +58,449 +1,461,225%
Invesco
39
Invesco
Georgia
$928K +$772K +53,994 New
ASN
40
Advisory Services Network
Georgia
$900K +$14.7K +1,032 +2%
SCP
41
Sender Company & Partners
New York
$831K +$691K +48,358 New
VCM
42
Voleon Capital Management
California
$814K +$677K +47,370 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$807K +$664K +46,458 +8,951%
FSA
44
Financial Sense Advisors
California
$791K +$657K +46,000 New
JP Morgan Chase
45
JP Morgan Chase
New York
$734K +$610K +42,687 New
PEAK6
46
PEAK6
Illinois
$713K +$593K +41,479 New
DWM
47
Darwin Wealth Management
Florida
$693K +$576K +40,321 New
XT
48
XTX Topco
Cayman Islands
$686K +$570K +39,883 New
CCM
49
Cinctive Capital Management
New York
$645K +$537K +37,547 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$641K +$533K +37,300 New
1
2
3 4 5

USAR Hedge Fund Activity: Q3 2025 in Review

139 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q3 2025, worth a combined $536M — up 283% from $140M a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new USAR positions and 7 closed out — a net gain of 93 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $55.9M. The largest seller was Titleist Asset Management, exiting entirely with an estimated $322K sold.

  • 139 institutional investors held USA Rare Earth Inc (USAR) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $536M of USA Rare Earth Inc stock for Q3 2025, up 283% quarter-over-quarter.
  • 100 funds opened new USA Rare Earth Inc positions in Q3 2025 and 7 closed out, a net change of +93 holders.
  • The largest USA Rare Earth Inc buyer in Q3 2025 was Alyeska Investment Group, an estimated $55.9M added.
  • The largest USA Rare Earth Inc seller in Q3 2025 was Titleist Asset Management, an estimated $322K sold.

Based on aggregated 13F filings for Q3 2025.