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SurgePays

33 hedge funds and large institutions have $1.67M invested in SurgePays in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

10% more funds holding

Funds holding: 3033 (+3)

0.39% less ownership

Funds ownership: 9.8%9.41% (-0.39%)

52% less capital invested

Capital invested by funds: $3.44M → $1.67M (-$1.78M)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Vanguard Capital Management
Pennsylvania
$426K +$627K +567,358 New
GPWA
2
Gaddis Premier Wealth Advisors
Oklahoma
$329K +$66.7K +60,363 +16%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$168K +$65.1K +58,958 +36%
CCC
4
Cable Car Capital
California
$136K
MCA
5
Millennium Capital Advisors
Arkansas
$63.8K
VFT
6
Vanguard Fiduciary Trust
Pennsylvania
$62.5K +$92K +83,235 New
UBS Group
7
UBS Group
Switzerland
$56.2K +$57.5K +52,080 +229%
BlackRock
8
BlackRock
New York
$52.8K +$11.1K +10,077 +17%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$49.6K +$22.1K +20,000 +43%
CBU
10
CIBC Bancorp USA
Illinois
$48.8K +$71.8K +65,000 New
State Street
11
State Street
Massachusetts
$46.4K
Northern Trust
12
Northern Trust
Illinois
$39.5K
Renaissance Technologies
13
Renaissance Technologies
New York
$37.5K +$2.1K +1,900 +4%
JIR
14
James Investment Research
Ohio
$24.4K
NA
15
NewEdge Advisors
Louisiana
$24.4K
EFG
16
Ethos Financial Group
Pennsylvania
$21.5K
B
17
Bailard
California
$21K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$15.5K +$623 +564 +3%
TSS
19
Two Sigma Securities
New York
$14.9K +$21.9K +19,801 New
GL
20
Gerber LLC
Ohio
$10.1K
SS
21
SBI Securities
Japan
$4.37K +$1.1K +1,000 +21%
VGA
22
Vanguard Global Advisers
Pennsylvania
$3.08K +$4.54K +4,107 New
TRCT
23
Tower Research Capital (TRC)
New York
$2.69K +$3.96K +3,580 New
TC
24
Truvestments Capital
Florida
$2.46K -$2.89K -2,613 -44%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$2.06K

SURG Hedge Fund Activity: Q1 2026 in Review

33 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q1 2026, worth a combined $1.67M — down 52% from $3.44M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SURG positions and 4 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Gaddis Premier Wealth Advisors, adding an estimated $66.7K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $56.6K sold.

  • 33 institutional investors held SurgePays (SURG) as of Q1 2026, up from 30 in Q4 2025.
  • Funds reported $1.67M of SurgePays stock for Q1 2026, down 52% quarter-over-quarter.
  • 9 funds opened new SurgePays positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest SurgePays buyer in Q1 2026 was Gaddis Premier Wealth Advisors, an estimated $66.7K added.
  • The largest SurgePays seller in Q1 2026 was Two Sigma Investments, an estimated $56.6K sold.

Based on aggregated 13F filings for Q1 2026.