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US Global Investors

31 hedge funds and large institutions have $10.5M invested in US Global Investors in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $9.34M → $10.5M (+$1.2M)

0% more funds holding

Funds holding: 3131 (0)

4.88% less ownership

Funds ownership: 32.57%27.69% (-4.9%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
2
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.93M +$41.2K +16,661 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.7M
PCM
3
Perritt Capital Management
Illinois
$1.44M -$3.78K -1,526 -0.3%
KWM
4
Kanen Wealth Management
Florida
$1.26M
BlackRock
5
BlackRock
New York
$853K
CAMG
6
CWA Asset Management Group
Florida
$696K +$255K +103,214 +69%
Renaissance Technologies
7
Renaissance Technologies
New York
$523K +$86.8K +35,069 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$353K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$259K +$121K +48,871 +108%
SCA
10
SMH Capital Advisors
Texas
$228K -$22.2K -8,953 -9%
BCM
11
Bridgeway Capital Management
Texas
$221K -$4.27K -1,727 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$155K -$15.5K -6,255 -10%
State Street
13
State Street
Massachusetts
$154K
CCA
14
Catalyst Capital Advisors
New York
$136K
Citadel Advisors
15
Citadel Advisors
Florida
$120K +$37K +14,938 +52%
MCM
16
MAI Capital Management
Ohio
$102K +$91.6K +37,000 New
EF
17
Empowered Funds
Pennsylvania
$93.3K +$676 +273 +0.8%
SIC
18
Samalin Investment Counsel
New York
$91.9K +$82.7K +33,410 New
KPWS
19
Kestra Private Wealth Services
Texas
$62.8K
Northern Trust
20
Northern Trust
Illinois
$60.4K -$1.3K -524 -2%
Morgan Stanley
21
Morgan Stanley
New York
$44.7K -$3.71K -1,500 -8%
NSIM
22
North Star Investment Management
Illinois
$30.3K
FCMT
23
Founders Capital Management (Texas)
Texas
$19.3K
TRCT
24
Tower Research Capital (TRC)
New York
$4.36K -$572 -231 -13%
WIM
25
Westside Investment Management
California
$3.3K

GROW Hedge Fund Activity: Q3 2025 in Review

31 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q3 2025, worth a combined $10.5M — up 13% from $9.34M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new GROW positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was CWA Asset Management Group, adding an estimated $255K. The largest seller was SMH Capital Advisors, cutting an estimated $22.2K.

  • 31 institutional investors held US Global Investors (GROW) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $10.5M of US Global Investors stock for Q3 2025, up 13% quarter-over-quarter.
  • 3 funds opened new US Global Investors positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest US Global Investors buyer in Q3 2025 was CWA Asset Management Group, an estimated $255K added.
  • The largest US Global Investors seller in Q3 2025 was SMH Capital Advisors, an estimated $22.2K sold.

Based on aggregated 13F filings for Q3 2025.