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US Global Investors
GROW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kanen Wealth Management
Florida
+$1.18M
2
CAMG
CWA Asset Management Group
Florida
+$387K
3
JWCA
J.W. Coons Advisors
Ohio
+$95.5K
4
GCM
Gator Capital Management
Florida
+$92.2K
5
Renaissance Technologies
Renaissance Technologies
New York
+$22.2K

Top Sellers

1
SIC
Samalin Investment Counsel
New York
-$73.2K
2
Citadel Advisors
Citadel Advisors
Florida
-$66.6K
3
PCM
Perritt Capital Management
Illinois
-$41.3K
4
HF
HRT Financial
New York
-$23K
5
SCA
SMH Capital Advisors
Texas
-$5.98K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$1.78M +$92.2K +35,472 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6M – – –
PCM
3
Perritt Capital Management
Illinois
$1.36M -$41.3K -15,927 -3%
KWM
4
Kanen Wealth Management
Florida
$1.18M +$1.18M +456,885 New
BlackRock
5
BlackRock
New York
$806K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$403K +$22.2K +8,524 +6%
CAMG
7
CWA Asset Management Group
Florida
$387K +$387K +150,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$331K -$3.86K -1,495 -1%
SCA
9
SMH Capital Advisors
Texas
$261K -$5.98K -2,298 -2%
BCM
10
Bridgeway Capital Management
Texas
$212K -$2.57K -995 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$162K +$2.11K +817 +1%
State Street
12
State Street
Massachusetts
$144K -$2.19K -850 -1%
CCA
13
Catalyst Capital Advisors
New York
$128K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$117K +$3.36K +1,303 +3%
JWCA
15
J.W. Coons Advisors
Ohio
$95.5K +$95.5K +37,000 New
EF
16
Empowered Funds
Pennsylvania
$86.8K -$2.57K -995 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$74K -$66.6K -25,830 -47%
KPWS
18
Kestra Private Wealth Services
Texas
$59.3K – – –
Northern Trust
19
Northern Trust
Illinois
$58.4K – – –
Morgan Stanley
20
Morgan Stanley
New York
$46.1K – – –
NSIM
21
North Star Investment Management
Illinois
$28.4K – – –
FCMT
22
Founders Capital Management (Texas)
Texas
$18.1K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$4.72K +$112 +43 +2%
WIM
24
Westside Investment Management
California
$3.12K – – –
UBS Group
25
UBS Group
Switzerland
$1.51K +$1.51K +581 New
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