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US Global Investors
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Overview Fund Activity

30 hedge funds and large institutions have $9.23M invested in US Global Investors in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kanen Wealth Management
Florida
$1.18M
2
CAMG
2
CWA Asset Management Group
Florida
$387K
3
JWCA
3
J.W. Coons Advisors
Ohio
$95.5K
4
GCM
4
Gator Capital Management
Florida
$1.78M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$403K

Top Sellers

1
SIC
1
Samalin Investment Counsel
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$74K
3
PCM
3
Perritt Capital Management
Illinois
$1.36M
4
HF
4
HRT Financial
New York
$0
5
SCA
5
SMH Capital Advisors
Texas
$261K
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$1.78M 684,223 +35,472 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6M 618,633 – –
PCM
3
Perritt Capital Management
Illinois
$1.36M 524,493 -15,927 -3%
KWM
4
Kanen Wealth Management
Florida
$1.18M 456,885 +456,885 New
BlackRock
5
BlackRock
New York
$806K 310,038 – –
Renaissance Technologies
6
Renaissance Technologies
New York
$403K 155,015 +8,524 +6%
CAMG
7
CWA Asset Management Group
Florida
$387K 150,000 +150,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$331K 128,246 -1,495 -1%
SCA
9
SMH Capital Advisors
Texas
$261K 100,410 -2,298 -2%
BCM
10
Bridgeway Capital Management
Texas
$212K 82,156 -995 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$162K 62,761 +817 +1%
State Street
12
State Street
Massachusetts
$144K 56,002 -850 -1%
CCA
13
Catalyst Capital Advisors
New York
$128K 49,500 – –
JWCA
14
J.W. Coons Advisors
Ohio
$95.5K 37,000 +37,000 New
EF
15
Empowered Funds
Pennsylvania
$86.8K 33,656 -995 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$74K 28,687 -25,830 -47%
KPWS
17
Kestra Private Wealth Services
Texas
$59.3K 22,822 – –
Northern Trust
18
Northern Trust
Illinois
$58.4K 22,472 – –
Morgan Stanley
19
Morgan Stanley
New York
$46.1K 17,737 – –
NSIM
20
North Star Investment Management
Illinois
$28.4K 11,000 – –
FCMT
21
Founders Capital Management (Texas)
Texas
$18.1K 7,000 – –
TRCT
22
Tower Research Capital (TRC)
New York
$4.72K 1,817 +43 +2%
WIM
23
Westside Investment Management
California
$3.12K 1,200 – –
UBS Group
24
UBS Group
Switzerland
$1.51K 581 +581 New
Wells Fargo
25
Wells Fargo
California
$1.3K 501 – –
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