SRDX icon

Surmodics

133 hedge funds and large institutions have $360M invested in Surmodics in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

26% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 50

56% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $6.91M

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.06M
Puts
$6.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$36.6K
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$36K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$34.4K
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$32K
Simplex Trading
105
Simplex Trading
Illinois
$31K
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$29.7K
NA
107
NewEdge Advisors
Louisiana
$29.5K
CM
108
Caption Management
Oklahoma
$23.8K
Osaic Holdings
109
Osaic Holdings
Arizona
$22.3K
US Bancorp
110
US Bancorp
Minnesota
$22.2K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$19K
EWA
112
EverSource Wealth Advisors
Alabama
$16.6K
AB
113
Amalgamated Bank
New York
$14K
QT
114
Quantbot Technologies
New York
$12.4K
BIG
115
Brooklyn Investment Group
New York
$11.9K
Raymond James Financial
116
Raymond James Financial
Florida
$7.25K
FFA
117
Farther Finance Advisors
California
$6.48K
S
118
SignatureFD
Georgia
$5.67K
FFO
119
Fortitude Family Office
Arizona
$4.4K
NECFA
120
New England Capital Financial Advisors
Connecticut
$2.97K
VCM
121
Versant Capital Management
Arizona
$2.52K
Barrow, Hanley, Mewhinney & Strauss
122
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.05K
TPCW
123
TD Private Client Wealth
New York
$1.75K
SAM
124
Smartleaf Asset Management
Massachusetts
$1.7K
PWMG
125
Prestige Wealth Management Group
New Jersey
$1.57K