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US Global Investors

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.

New
Increased
Maintained
Reduced
Closed

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: 3131 (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

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
4
Reduced
12
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kanen Wealth Management
Florida
$8.44M -$283K -113,793 -25%
GCM
2
Gator Capital Management
Florida
$2.01M +$329K +132,207 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.45M -$47.3K -19,013 -3%
PCM
4
Perritt Capital Management
Illinois
$1.26M
SL
5
Sentinus LLC
Illinois
$1.26M +$1.3M +522,967 New
CAMG
6
CWA Asset Management Group
Florida
$1.02M +$418K +168,176 +66%
BlackRock
7
BlackRock
New York
$747K
Renaissance Technologies
8
Renaissance Technologies
New York
$414K -$46K -18,469 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$315K +$6.27K +2,519 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$199K -$28.9K -11,601 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$149K +$45.8K +18,403 +42%
State Street
12
State Street
Massachusetts
$135K
BCM
13
Bridgeway Capital Management
Texas
$130K -$65.9K -26,500 -33%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$129K -$7.12K -2,862 -5%
PCP
15
Proficio Capital Partners
Massachusetts
$106K +$109K +43,793 New
SIM
16
Sandia Investment Management
Massachusetts
$106K +$109K +43,793 New
SCA
17
SMH Capital Advisors
Texas
$98.9K -$125K -50,405 -55%
TI
18
Tidal Investments
Wisconsin
$97.4K +$101K +40,429 New
MCM
19
MAI Capital Management
Ohio
$89.2K
Northern Trust
20
Northern Trust
Illinois
$52.9K
KPWS
21
Kestra Private Wealth Services
Texas
$49K -$6.22K -2,501 -11%
SIC
22
Samalin Investment Counsel
New York
$39.5K -$42.4K -17,030 -51%
NSIM
23
North Star Investment Management
Illinois
$26.5K
Morgan Stanley
24
Morgan Stanley
New York
$21.7K -$18K -7,236 -45%
FCMT
25
Founders Capital Management (Texas)
Texas
$16.9K

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.