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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$55.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$37M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$32.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15.4M |
| 5 |
Renaissance Technologies
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$322K |
| 2 |
P8IP
Pier 88 Investment Partners
San Francisco,
California
|
-$283K |
| 3 |
MI
MMCAP International
Grand Cayman,
Cayman Islands
|
-$261K |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$145K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$116K |
USAR Hedge Fund Activity: Q3 2025 in Review
139 of the 7,640 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.