SurgePays
SURG
31 hedge funds and large institutions have $3.65M invested in SurgePays in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 7 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
200% more call options, than puts
Call options by funds: $3K | Put options by funds: $1K
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
15% more funds holding
Funds holding: 27 → 31 (+4)
5% more capital invested
Capital invested by funds: $3.46M → $3.65M (+$185K)
0.64% more ownership
Funds ownership: 9.53% → 10.17% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$148K |
| 2 |
MCA
Millennium Capital Advisors
Little Rock,
Arkansas
|
+$123K |
| 3 |
CCM
Corsair Capital Management
New York
|
+$81.1K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$73.1K |
| 5 |
Jane Street
New York
|
+$53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$231K |
| 2 |
Mariner
Overland Park,
Kansas
|
-$79.9K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$35.5K |
| 4 |
RA
Royce & Associates
New York
|
-$34.2K |
| 5 |
VF
Virtu Financial
New York
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $1.78K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $356 | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $316 | +$314 | +178 | New |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $267 | +$264 | +150 | New |
|
30
Bank of America
Charlotte,
North Carolina
| $198 | +$4 | +2 | +2% |
|
|
RMP
31
Richards, Merrill & Peterson
Spokane,
Washington
| $53 | +$53 | +30 | New |
|
|
32
Bank of New York Mellon
New York
| – | -$231K | -125,721 | Closed |
|
|
33
Mariner
Overland Park,
Kansas
| – | -$79.9K | -43,400 | Closed |
|
|
TSS
34
Two Sigma Securities
New York
| – | -$35.5K | -19,290 | Closed |
|
|
RA
35
Royce & Associates
New York
| – | -$34.2K | -18,563 | Closed |
|
|
VF
36
Virtu Financial
New York
| – | -$25K | -13,723 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4.88K | -2,652 | Closed |
|
|
FNWA
38
Financial Network Wealth Advisors
Murray,
Utah
| – | -$1.84K | -1,000 | Closed |
|
SURG Hedge Fund Activity: Q4 2024 in Review
31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q4 2024, worth a combined $3.65M — up 5.3% from $3.46M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SURG positions and 7 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $148K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $231K sold.
- 31 institutional investors held SurgePays (SURG) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $3.65M of SurgePays stock for Q4 2024, up 5.3% quarter-over-quarter.
- 11 funds opened new SurgePays positions in Q4 2024 and 7 closed out, a net change of +4 holders.
- The largest SurgePays buyer in Q4 2024 was UBS Group, an estimated $148K added.
- The largest SurgePays seller in Q4 2024 was Bank of New York Mellon, an estimated $231K sold.
Based on aggregated 13F filings for Q4 2024.