SurgePays
SURG
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.
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: 30 → 33 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPWA
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
+$66.7K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$65.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$57.5K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$22.1K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$21.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$56.6K |
| 2 |
Squarepoint
New York
|
-$52.2K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$25.9K |
| 4 |
TC
Truvestments Capital
Sarasota,
Florida
|
-$2.89K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$905 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $1.07K | – | – | – |
|
|
FNWA
27
Financial Network Wealth Advisors
Murray,
Utah
| $751 | – | – | – |
|
28
Morgan Stanley
New York
| $751 | – | – | – |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| $751 | +$1.1K | +1,000 | New |
|
|
30
Group One Trading
Chicago,
Illinois
| $295 | -$905 | -819 | -68% |
|
31
Simplex Trading
Chicago,
Illinois
| $81 | -$777 | -703 | -87% |
|
|
RDFA
32
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $12 | +$17 | +15 | New |
|
|
CIAM
33
Caitong International Asset Management
Hong Kong
| $1 | +$1 | +1 | New |
|
|
34
Two Sigma Investments
New York
| – | -$56.6K | -33,871 | Closed |
|
|
35
Squarepoint
New York
| – | -$52.2K | -31,282 | Closed |
|
|
XT
36
XTX Topco
George Town,
Cayman Islands
| – | -$25.9K | -15,519 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$23 | -14 | Closed |
|
SURG Hedge Fund Activity: Q1 2026 in Review
33 of the 8,127 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.