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US Global Investors

36 hedge funds and large institutions have $9.7M invested in US Global Investors in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

16% more funds holding

Funds holding: 3136 (+5)

3.94% less ownership

Funds ownership: 32.15%28.21% (-3.9%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

47% less capital invested

Capital invested by funds: $18.4M → $9.7M (-$8.66M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
8
Reduced
9
Closed
4
Calls
$38K
Puts
Net Calls
+$38K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$2.58M +$624K +208,283 +25%
CAMG
2
CWA Asset Management Group
Florida
$1.56M +$623K +208,104 +49%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.28M +$1.55M +517,081 New
NSIM
4
North Star Investment Management
Illinois
$1.01M +$1.18M +395,000 +3,591%
BlackRock
5
BlackRock
New York
$765K -$5.2K -1,738 -0.6%
Renaissance Technologies
6
Renaissance Technologies
New York
$478K +$63.2K +21,100 +12%
SL
7
Sentinus LLC
Illinois
$305K -$1.2M -400,000 -76%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$286K -$45.8K -15,284 -12%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$166K -$46.7K -15,583 -19%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$148K +$179K +59,868 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$146K +$15.1K +5,056 +9%
State Street
12
State Street
Massachusetts
$139K
BCM
13
Bridgeway Capital Management
Texas
$134K
Citadel Advisors
14
Citadel Advisors
Florida
$113K -$49.1K -16,384 -26%
PCP
15
Proficio Capital Partners
Massachusetts
$109K
MCM
16
MAI Capital Management
Ohio
$91.8K
EF
17
Empowered Funds
Pennsylvania
$84.1K +$102K +33,929 New
GCP
18
GSA Capital Partners
United Kingdom
$55K +$66.2K +22,100 New
Northern Trust
19
Northern Trust
Illinois
$52.9K -$1.86K -621 -3%
KPWS
20
Kestra Private Wealth Services
Texas
$44.2K -$7.49K -2,500 -12%
XT
21
XTX Topco
Cayman Islands
$41.4K +$50K +16,690 New
SIC
22
Samalin Investment Counsel
New York
$31.1K -$11.5K -3,837 -23%
LCM
23
Landscape Capital Management
New Jersey
$29.1K +$35.2K +11,740 New
FCMT
24
Founders Capital Management (Texas)
Texas
$17.4K
VGA
25
Vanguard Global Advisers
Pennsylvania
$13K +$15.6K +5,224 New

GROW Hedge Fund Activity: Q1 2026 in Review

36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2026, worth a combined $9.7M — down 47% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GROW positions and 4 closed out — a net gain of 8 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was North Star Investment Management, adding an estimated $1.18M. The largest seller was Kanen Wealth Management, exiting entirely with an estimated $8.44M sold.

  • 36 institutional investors held US Global Investors (GROW) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $9.7M of US Global Investors stock for Q1 2026, down 47% quarter-over-quarter.
  • 12 funds opened new US Global Investors positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest US Global Investors buyer in Q1 2026 was North Star Investment Management, an estimated $1.18M added.
  • The largest US Global Investors seller in Q1 2026 was Kanen Wealth Management, an estimated $8.44M sold.

Based on aggregated 13F filings for Q1 2026.