US Global Investors
GROW
31 hedge funds and large institutions have $18.4M invested in US Global Investors in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 6 closing their positions.
74% more capital invested
Capital invested by funds: $10.5M → $18.4M (+$7.82M)
4.45% more ownership
Funds ownership: 27.69% → 32.15% (+4.5%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
67% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$1.3M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$418K |
| 3 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$329K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$109K |
| 5 |
SIM
Sandia Investment Management
Boston,
Massachusetts
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$283K |
| 2 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$136K |
| 3 |
SCA
SMH Capital Advisors
Fort Worth,
Texas
|
-$125K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$93.3K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$65.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $3.63K | -$199 | -80 | -5% |
|
27
Wells Fargo
San Francisco,
California
| $1.21K | – | – | – |
|
|
TCM
28
Triumph Capital Management
Denver,
Colorado
| $482 | +$498 | +200 | New |
|
29
Bank of America
Charlotte,
North Carolina
| $263 | -$12 | -5 | -4% |
|
|
SS
30
SBI Securities
Tokyo,
Japan
| $260 | – | – | – |
|
|
CCA
31
Catalyst Capital Advisors
Huntington,
New York
| – | -$136K | -49,500 | Closed |
|
|
EF
32
Empowered Funds
Havertown,
Pennsylvania
| – | -$93.3K | -33,929 | Closed |
|
|
WIM
33
Westside Investment Management
Santa Monica,
California
| – | -$3.3K | -1,200 | Closed |
|
34
Simplex Trading
Chicago,
Illinois
| – | -$2.46K | -990 | Closed |
|
35
US Bancorp
Minneapolis,
Minnesota
| – | -$275 | -100 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$19 | -7 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$306 | +123 | New |
|
GROW Hedge Fund Activity: Q4 2025 in Review
31 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2025, worth a combined $18.4M — up 74% from $10.5M a quarter earlier.
Fund positioning in GROW was balanced in Q4 2025: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 12 trimmed.
The largest buyer was Sentinus LLC, opening a new position worth an estimated $1.3M. The largest seller was Kanen Wealth Management, cutting an estimated $283K.
- 31 institutional investors held US Global Investors (GROW) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $18.4M of US Global Investors stock for Q4 2025, up 74% quarter-over-quarter.
- 6 funds opened new US Global Investors positions in Q4 2025 and 6 closed out, a net change of 0 holders.
- The largest US Global Investors buyer in Q4 2025 was Sentinus LLC, an estimated $1.3M added.
- The largest US Global Investors seller in Q4 2025 was Kanen Wealth Management, an estimated $283K sold.
Based on aggregated 13F filings for Q4 2025.