Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U S GLOBAL INVS INC (GROW)

34 + Investors. Track Smart Money conviction in GROW. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — GROW

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GROW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
34 funds currently hold this stock — 92% of the 3.0-year high of 37 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

18 buying15 selling
Last quarter: 18 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new GROW position: 5 → 5 → 3 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 9% medium 32% new
20 out of 34 hedge funds have held GROW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -44%

Value
-43%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

2 → 5 → 5 → 3 → 11 new funds/Q
New funds entering each quarter: 5 → 5 → 3 → 11. A growing number of institutions are discovering GROW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 9% 1-2yr 26% new
Of 35 current holders: 23 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
11 of 34 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GROW

In 2026 Q1, 18 hedge funds were net buyers of GROW (11 opened a new position, 7 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: GROW

How many hedge funds hold GROW — quarterly history vs. share price
Quarterly hedge fund ownership of GROW vs. share price

Market Analysis: GROW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GROW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy U S GLOBAL INVS INC (GROW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GROW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
GROW
+9.2%
XLF
+5.2%

GROW outperformed XLF by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
GROW
+3.9%
XLF
+1.6%

Since the filing became public, GROW outperformed XLF by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: GROW
34 + Investors

Track Smart Money conviction in GROW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 30 13.33%
13F Shares 4M 4M -1.2%
Total Value $10M $17M -43.79%
New Positions 11 3 +8
Increased Positions 7 4 +3
Closed Positions 7 5 +2
Reduced Positions 8 12 -4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GROW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GROW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of GROW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gator Capital Management, LLC 0.53% 1,041,374 $2.6M
2 North Star Investment Management Corp. 0.06% 406,000 $1.0M
3 CWA Asset Management Group, LLC 0.05% 629,494 $1.6M
4 Rothschild Wealth LLC 0.03% 122,967 $305K
5 Samalin Investment Counsel, LLC 0.01% 12,543 $31K
6 Founders Capital Management 0.01% 7,000 $17K
7 Proficio Capital Partners LLC 0.01% 43,793 $109K
8 GSA CAPITAL PARTNERS LLP 0.00% 22,100
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 53,929 $134K
10 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.00% 11,740 $29K
11 RENAISSANCE TECHNOLOGIES LLC 0.00% 192,715 $478K
12 XTX Topco Ltd 0.00% 16,690 $41K
13 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 17,821 $44K
14 Empowered Funds, LLC 0.00% 33,929 $84K
15 MAI Capital Management 0.00% 37,000 $92K
16 Tower Research Capital LLC (TRC) 0.00% 2,071 $5K
17 Triumph Capital Management 0.00% 200
18 VANGUARD FIDUCIARY TRUST CO 0.00% 59,868 $148K
19 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 517,081 $1.3M
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 66,852 $166K
21 CITADEL ADVISORS LLC 0.00% 45,644 $113K
22 ACADIAN ASSET MANAGEMENT LLC 0.00% 4,388
23 BlackRock, Inc. 0.00% 308,300 $765K
24 SBI Securities Co., Ltd. 0.00% 108
25 CITADEL ADVISORS LLC 0.00% 15,100 $37K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — U S GLOBAL INVS INC (GROW)

What does the Smart Money Trend signal show for GROW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GROW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GROW?

Slight buying edge — 55% buying: Last quarter: 18 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GROW holders?

Smaller funds dominant — 10% AUM from top-100: 11 of 34 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GROW?

59% of holders stayed for 2+ years: 20 out of 34 hedge funds have held GROW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy U S GLOBAL INVS INC (GROW) following the 2026 Q1 hedge fund 13F filings?

As of today, GROW has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), GROW has gained +9.2% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →