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US Global Investors

28 hedge funds and large institutions have $6.8M invested in US Global Investors in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

2.61% less ownership

Funds ownership: 29.29%26.68% (-2.6%)

15% less funds holding

Funds holding: 3328 (-5)

17% less capital invested

Capital invested by funds: $8.15M → $6.8M (-$1.35M)

33% less call options, than puts

Call options by funds: $2K | Put options by funds: $3K

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
7
Calls
$2K
Puts
$3K
Net Calls
-$1K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.47M +$473K +197,934 +44%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.4M +$1.66K +697 +0.1%
PCM
3
Perritt Capital Management
Illinois
$1.22M -$40.1K -16,811 -3%
BlackRock
4
BlackRock
New York
$701K
Renaissance Technologies
5
Renaissance Technologies
New York
$331K -$54.2K -22,711 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$293K +$32K +13,392 +12%
SCA
7
SMH Capital Advisors
Texas
$232K -$5.03K -2,105 -2%
BCM
8
Bridgeway Capital Management
Texas
$188K +$150 +63 +0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$140K
State Street
10
State Street
Massachusetts
$128K
Citadel Advisors
11
Citadel Advisors
Florida
$123K -$10.8K -4,545 -8%
CCA
12
Catalyst Capital Advisors
New York
$112K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$99.1K -$1.47K -617 -1%
EF
14
Empowered Funds
Pennsylvania
$78.3K +$150 +63 +0.2%
SIC
15
Samalin Investment Counsel
New York
$73.2K +$37.4K +15,673 +94%
KPWS
16
Kestra Private Wealth Services
Texas
$51.6K
Northern Trust
17
Northern Trust
Illinois
$50.8K
Morgan Stanley
18
Morgan Stanley
New York
$40.1K
NSIM
19
North Star Investment Management
Illinois
$24.9K
HF
20
HRT Financial
New York
$23K +$25.2K +10,547 New
FCMT
21
Founders Capital Management (Texas)
Texas
$15.8K
TRCT
22
Tower Research Capital (TRC)
New York
$4.01K -$809 -339 -16%
WIM
23
Westside Investment Management
California
$2.71K
Wells Fargo
24
Wells Fargo
California
$1.13K
Bank of America
25
Bank of America
North Carolina
$658 +$482 +202 +227%

GROW Hedge Fund Activity: Q1 2025 in Review

28 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2025, worth a combined $6.8M — down 17% from $8.15M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of GROW and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Gator Capital Management, adding an estimated $473K. The largest seller was Kanen Wealth Management, exiting entirely with an estimated $1.11M sold.

  • 28 institutional investors held US Global Investors (GROW) as of Q1 2025, down from 33 in Q4 2024.
  • Funds reported $6.8M of US Global Investors stock for Q1 2025, down 17% quarter-over-quarter.
  • 2 funds opened new US Global Investors positions in Q1 2025 and 7 closed out, a net change of -5 holders.
  • The largest US Global Investors buyer in Q1 2025 was Gator Capital Management, an estimated $473K added.
  • The largest US Global Investors seller in Q1 2025 was Kanen Wealth Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2025.