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USAR

USA Rare Earth Inc

228 hedge funds and large institutions have $761M invested in USA Rare Earth Inc in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 69 increasing their positions, 21 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 34

229% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 21

68% more call options, than puts

Call options by funds: $126M | Put options by funds: $75.3M

64% more funds holding

Funds holding: 139228 (+89)

42% more capital invested

Capital invested by funds: $536M → $761M (+$225M)

16.02% more ownership

Funds ownership: 32.03%48.05% (+16%)

Holders
228
Holders Change
+89
Holders Change %
+64.03%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
125
Increased
69
Reduced
21
Closed
34
Calls
$126M
Puts
$75.3M
Net Calls
+$51.2M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$341K +$546K +28,664 New
DWM
102
Darwin Wealth Management
Florida
$341K -$222K -11,674 -29%
AWM
103
Axxcess Wealth Management
California
$341K +$546K +28,647 New
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$330K +$528K +27,700 New
SEI Investments
105
SEI Investments
Pennsylvania
$322K +$515K +27,046 New
SFFS
106
Stonehage Fleming Financial Services
Jersey
$311K +$497K +26,100 New
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$310K +$497K +26,069 New
WAM
108
Warberg Asset Management
Illinois
$301K +$483K +25,333 New
SC
109
SummitTX Capital
Texas
$284K +$455K +23,873 New
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$282K +$452K +23,730 New
Creative Planning
111
Creative Planning
Kansas
$274K +$216K +11,314 +97%
IWC
112
Integrated Wealth Concepts
Massachusetts
$266K +$425K +22,313 New
PWM
113
Perigon Wealth Management
California
$265K +$424K +22,240 New
TC
114
Tannin Capital
North Carolina
$243K +$389K +20,436 New
Nomura Holdings
115
Nomura Holdings
Japan
$243K +$389K +20,427 New
FG
116
Formula Growth
Quebec, Canada
$238K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$237K +$379K +19,902 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$236K +$74.9K +3,931 +25%
PCM
119
Prelude Capital Management
New York
$235K +$376K +19,763 New
SFA
120
Sequoia Financial Advisors
Ohio
$214K +$115K +6,049 +51%
Amundi
121
Amundi
France
$201K +$322K +16,919 New
GWM
122
GK Wealth Management
Nevada
$197K +$316K +16,595 New
OAM
123
Oxford Asset Management
United Kingdom
$193K +$308K +16,186 New
VRS
124
Virginia Retirement Systems
Virginia
$192K +$307K +16,100 New
ProShare Advisors
125
ProShare Advisors
Maryland
$192K +$307K +16,093 New