We are live on ! Find out more
GROW icon

US Global Investors

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

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: 2831 (+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

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.78M +$79.5K +35,472 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6M
PCM
3
Perritt Capital Management
Illinois
$1.36M -$35.7K -15,927 -3%
KWM
4
Kanen Wealth Management
Florida
$1.18M +$1.02M +456,885 New
BlackRock
5
BlackRock
New York
$806K
Renaissance Technologies
6
Renaissance Technologies
New York
$403K +$19.1K +8,524 +6%
CAMG
7
CWA Asset Management Group
Florida
$387K +$336K +150,000 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$331K -$3.35K -1,495 -1%
SCA
9
SMH Capital Advisors
Texas
$261K -$5.15K -2,298 -2%
BCM
10
Bridgeway Capital Management
Texas
$212K -$2.23K -995 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$162K +$1.83K +817 +1%
State Street
12
State Street
Massachusetts
$144K -$1.91K -850 -1%
CCA
13
Catalyst Capital Advisors
New York
$128K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$117K +$2.92K +1,303 +3%
JWCA
15
J.W. Coons Advisors
Ohio
$95.5K +$83K +37,000 New
EF
16
Empowered Funds
Pennsylvania
$86.8K -$2.23K -995 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$74K -$57.9K -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 +$96 +43 +2%
WIM
24
Westside Investment Management
California
$3.12K
UBS Group
25
UBS Group
Switzerland
$1.51K +$1.3K +581 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.