This cluster reflects index-fund rebalancing, not active conviction. The absence of active managers or hedge funds suggests no proprietary thesis. Monitor for actual active accumulation or a fundamental catalyst before reading this as bullish.
Executive Summary
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, T. Rowe Price) increased their UAMY positions in Q4 2025, adding a net $6.8M in holdings to a total of $122.7M. The cluster is entirely passive/index-fund rebalancing, not active manager conviction, and the aggregate dollar change is modest relative to UAMY's $1.0B market cap.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.8M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +32.9% | $37.3M | $2.6M |
| BlackRock | ADD | +29.3% | $46.9M | $2.1M |
| State Street | ADD | +30.5% | $38.5M | $2.1M |
| Fidelity | ADD | +37.6% | $8.0K | $3.0K |
| T. Rowe Price | ADD | +29.4% | $317.00 | $14.00 |
Key Facts
- 5 passive/index-fund institutions added to UAMY positions in Q4 2025, with zero sellers
- Aggregate buying totaled $6.8M net, bringing combined holdings to $122.7M
- Vanguard added 32.9% (1.84M shares), BlackRock added 29.3% (2.11M shares), State Street added 30.5% (1.79M shares)
- Fidelity and T. Rowe Price added small amounts (under $15K combined)
- No active managers, hedge funds, or activist investors participated in the cluster
Financial Impact
5 passive institutions accumulated $6.8M net in UAMY, bringing total disclosed holdings to $122.7M
Risk Factors
- All buyers are passive/index funds — signal is likely mechanical rebalancing, not informed trading
- 13F data is 45+ days stale; positions may have already been reversed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UAMY-2025-Q4 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $3.08 | awaiting T+20 | — | — |
Oct 2, 2026 25d ago | 8-K | $3.99 | awaiting T+20 | — | — |
Oct 2, 2026 25d ago | 8-K | $3.99 | awaiting T+20 | — | — |
Sep 2, 2026 7w ago | Insider Cluster | $5.29 $4.13 | ▼ −21.93% | ▼ −21.78% | — |
Sep 1, 2026 7w ago | Insider Cluster | $5.29 $4.13 | ▼ −21.93% | ▼ −22.02% | — |
Aug 31, 2026 8w ago | Insider Cluster | $4.68 $4.17 | ▼ −10.90% | ▼ −11.01% | — |
Aug 25, 2026 9w ago | 8-K | $5.20 $4.60 | ▼ −11.54% | ▼ −11.79% | — |
Aug 19, 2026 9w ago | 8-K | $5.73 $4.61 | ▼ −19.55% | ▼ −18.71% | — |
Aug 11, 2026 10w ago | 8-K | $4.97 $4.93 | ▲ +0.80% | ▼ −1.09% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $7.33 $6.62 | ▼ −9.69% | ▼ −11.58% | — |
US Market Status
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