USA Rare Earth Inc
USAR
318 hedge funds and large institutions have $1.94B invested in USA Rare Earth Inc in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 110 increasing their positions, 38 reducing their positions, and 41 closing their positions.
224% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 41
189% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 38
155% more capital invested
Capital invested by funds: $761M → $1.94B (+$1.18B)
87% more call options, than puts
Call options by funds: $274M | Put options by funds: $147M
38% more funds holding
Funds holding: 230 → 318 (+88)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.85% less ownership
Funds ownership: 65.41% → 58.56% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$170M |
| 2 |
BlackRock
New York
|
+$149M |
| 3 |
State Street
Boston,
Massachusetts
|
+$136M |
| 4 |
TOTUOP
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
+$94.2M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JF
Jump Financial
Chicago,
Illinois
|
-$23.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$22.8M |
| 3 |
SCP
Sender Company & Partners
New York
|
-$6.75M |
| 4 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$4.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.44M |
USAR Hedge Fund Activity: Q1 2026 in Review
318 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q1 2026, worth a combined $1.94B — up 155% from $761M a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new USAR positions and 41 closed out — a net gain of 92 holders — while 110 added to existing stakes and 38 trimmed.
The largest buyer was Alyeska Investment Group, adding an estimated $170M. The largest seller was Jump Financial, cutting an estimated $23.7M.
- 318 institutional investors held USA Rare Earth Inc (USAR) as of Q1 2026, up from 230 in Q4 2025.
- Funds reported $1.94B of USA Rare Earth Inc stock for Q1 2026, up 155% quarter-over-quarter.
- 133 funds opened new USA Rare Earth Inc positions in Q1 2026 and 41 closed out, a net change of +92 holders.
- The largest USA Rare Earth Inc buyer in Q1 2026 was Alyeska Investment Group, an estimated $170M added.
- The largest USA Rare Earth Inc seller in Q1 2026 was Jump Financial, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2026.