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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
Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
37
Reduced
50
Closed
19
Calls
$3.07M
Puts
$6.91M
Net Calls
-$3.84M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$36.6K +$32.1K +1,080 +706%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$36K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$34.4K +$4.73K +159 +16%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$32K -$862 -29 -3%
Simplex Trading
105
Simplex Trading
Illinois
$31K -$37K -1,252 -54%
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 +$23.8K +800 New
Osaic Holdings
109
Osaic Holdings
Arizona
$22.3K
US Bancorp
110
US Bancorp
Minnesota
$22.2K -$178 -6 -0.8%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$19K +$8.46K +282 +80%
EWA
112
EverSource Wealth Advisors
Alabama
$16.6K +$16.6K +558 New
AB
113
Amalgamated Bank
New York
$14K
QT
114
Quantbot Technologies
New York
$12.4K +$12.4K +418 New
BIG
115
Brooklyn Investment Group
New York
$11.9K +$11.9K +400 +20,000%
Raymond James Financial
116
Raymond James Financial
Florida
$7.25K +$7.25K +244 New
FFA
117
Farther Finance Advisors
California
$6.48K +$3.45K +116 +114%
S
118
SignatureFD
Georgia
$5.68K -$921 -31 -14%
FFO
119
Fortitude Family Office
Arizona
$4.4K +$4.4K +148 New
NECFA
120
New England Capital Financial Advisors
Connecticut
$2.97K
VCM
121
Versant Capital Management
Arizona
$2.53K +$2.35K +79 +1,317%
Barrow, Hanley, Mewhinney & Strauss
122
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.05K +$2.05K +69 New
TPCW
123
TD Private Client Wealth
New York
$1.75K +$1.75K +59 New
SAM
124
Smartleaf Asset Management
Massachusetts
$1.7K +$144 +5 +9%
PWMG
125
Prestige Wealth Management Group
New Jersey
$1.58K