Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MP MATERIALS CORP (MP)

742 + Investors. Track Smart Money conviction in MP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — MP

Based on 688 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added MP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
688 hedge funds hold MP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +86% more funds vs a year ago

fund count last 6Q
+319 new funds entered over the past year (+86% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

410 buying370 selling
Last quarter: 410 funds bought or added vs 370 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-76 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 72 → 141 → 248 → 172. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 41% new

39% conviction (2yr+) 20% medium 41% new
Of the 688 current holders: 267 (39%) held >2 years, 137 held 1–2 years, and 284 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +15%, value -12%

Value
-11%
Shares
+15%
Last quarter: funds added +15% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

62 → 72 → 141 → 248 → 172 new funds/Q
New funds entering each quarter: 72 → 141 → 248 → 172. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 8% 1-2yr 41% new
Of 742 current holders: 381 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
41 of 688 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MP

How many hedge funds hold MP — quarterly history vs. share price
Quarterly hedge fund ownership of MP vs. share price

Market Analysis: MP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

81 top-rated funds 7 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: MP
2026 Q1 Stats Unlock in 10 days 742 + Investors

Track Smart Money conviction in MP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 742 701 5.85%
13F Shares 201M 174M 15.44%
Total Value $10.07B $11.42B -11.83%
New Positions 174 254 -80
Increased Positions 304 256 +48
Closed Positions 136 74 +62
Reduced Positions 301 241 +60
Total Calls 35 38 -7.89%
Total Puts 30 32 -6.25%
PUT/CALL Ratio 0.86 0.84 Neutral

Statistics: MP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

742 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MP. Verified SEC 13F-HR filings.

Top 25 institutional holders of MP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BERNZOTT CAPITAL ADVISORS 4.04% 174,782 $8.4M
2 REAVES W H & CO INC 2.09% 2,608,770 $125.9M
3 Sicart Associates LLC 1.68% 135,125 $6.5M
4 NAN FUNG TRINITY (HK) Ltd 1.50% 283,050 $13.7M
5 COMMONS CAPITAL, LLC 1.49% 36,830 $1.8M
6 Gunderson Capital Management LLC 1.39% 69,126 $3.3M
7 BLUE JEAN FINANCIAL LLC 1.33% 33,382 $1.6M
8 TB Alternative Assets Ltd. 1.30% 129,376 $6.2M
9 Cutter & CO Brokerage, Inc. 1.05% 181,048 $4.4M
10 SWS Partners 1.04% 87,066 $4.2M
11 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1.00% 23,814 $1.1M
12 Finivi Inc. 0.86% 32,448 $1.6M
13 Cypress Capital Management LLC (WY) 0.83% 18,673 $901K
14 WULFF, HANSEN & CO. 0.81% 16,451 $794K
15 WMS Group LLC 0.77% 10,964 $529K
16 Private Advisory Group LLC 0.71% 224,688 $10.8M
17 CMC Financial Group 0.71% 7,505 $362K
18 TICINO WEALTH 0.67% 38,613 $1.9M
19 Verity Asset Management, Inc. 0.66% 32,841 $1.6M
20 Skylands Capital, LLC 0.66% 104,395 $5.0M
21 Tandem Financial, LLC 0.64% 41,866 $2.0M
22 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.63% 23,865 $1.2M
23 Alan B Lancz & Associates, Inc. 0.63% 13,350 $644K
24 Rheos Capital Works Inc. 0.60% 185,000 $9K
25 SLT Holdings LLC 0.53% 16,350 $789K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MP MATERIALS CORP (MP)

What does the Smart Money Trend signal show for MP?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added MP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MP?

Slight buying edge — 53% buying: Last quarter: 410 funds bought or added vs 370 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MP holders?

Elite ownership — 44% AUM from top-100 funds: 41 of 688 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in MP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MP?

Mixed — 39% long-term, 41% new: Of the 688 current holders: 267 (39%) held >2 years, 137 held 1–2 years, and 284 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.