US Global Investors
GROW
31 hedge funds and large institutions have $9.34M invested in US Global Investors in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $6.8M → $9.34M (+$2.54M)
11% more funds holding
Funds holding: 28 → 31 (+3)
5.9% more ownership
Funds ownership: 26.68% → 32.57% (+5.9%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$1.02M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$336K |
| 3 |
JWCA
J.W. Coons Advisors
Columbus,
Ohio
|
+$83K |
| 4 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$79.5K |
| 5 |
Renaissance Technologies
New York
|
+$19.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$73.2K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$57.9K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$35.7K |
| 4 |
HF
HRT Financial
New York
|
-$23K |
| 5 |
SCA
SMH Capital Advisors
Fort Worth,
Texas
|
-$5.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $1.3K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $318 | -$379 | -169 | -58% |
|
|
SS
28
SBI Securities
Tokyo,
Japan
| $286 | +$2 | +1 | +0.9% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $260 | +$224 | +100 | New |
|
|
SIC
30
Samalin Investment Counsel
Chappaqua,
New York
| – | -$73.2K | -32,373 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$23K | -10,547 | Closed |
|
32
JP Morgan Chase
New York
| – | -$59 | -26 | Closed |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2 | -1 | Closed |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$90 | +40 | New |
|
35
Simplex Trading
Chicago,
Illinois
| – | +$152 | +68 | New |
|
GROW Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2025, worth a combined $9.34M — up 37% from $6.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GROW positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Kanen Wealth Management, opening a new position worth an estimated $1.02M. The largest seller was Samalin Investment Counsel, exiting entirely with an estimated $73.2K sold.
- 31 institutional investors held US Global Investors (GROW) as of Q2 2025, up from 28 in Q1 2025.
- Funds reported $9.34M of US Global Investors stock for Q2 2025, up 37% quarter-over-quarter.
- 7 funds opened new US Global Investors positions in Q2 2025 and 4 closed out, a net change of +3 holders.
- The largest US Global Investors buyer in Q2 2025 was Kanen Wealth Management, an estimated $1.02M added.
- The largest US Global Investors seller in Q2 2025 was Samalin Investment Counsel, an estimated $73.2K sold.
Based on aggregated 13F filings for Q2 2025.