SurgePays
SURG
29 hedge funds and large institutions have $4.01M invested in SurgePays in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 9 closing their positions.
239% more call options, than puts
Call options by funds: $173K | Put options by funds: $51K
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
10% more capital invested
Capital invested by funds: $3.65M → $4.01M (+$365K)
0.65% less ownership
Funds ownership: 10.17% → 9.52% (-0.65%)
6% less funds holding
Funds holding: 31 → 29 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$71.7K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$62.6K |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$40.7K |
| 4 |
BBA
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
+$25.2K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Corsair Capital Management
New York
|
-$135K |
| 2 |
TC
Truvestments Capital
Sarasota,
Florida
|
-$122K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$61.2K |
| 4 |
Jane Street
New York
|
-$53.5K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$53.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNWA
26
Financial Network Wealth Advisors
Murray,
Utah
| $2.07K | +$1.48K | +1,000 | New |
|
27
Jones Financial Companies
Des Peres,
Missouri
| $269 | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $242 | +$9 | +6 | +5% |
|
29
JP Morgan Chase
New York
| $62 | +$44 | +30 | New |
|
|
CCM
30
Corsair Capital Management
New York
| – | -$135K | -75,864 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$61.2K | -41,486 | Closed |
|
|
32
Jane Street
New York
| – | -$53.5K | -30,059 | Closed |
|
|
XT
33
XTX Topco
George Town,
Cayman Islands
| – | -$53.2K | -29,869 | Closed |
|
34
Group One Trading
Chicago,
Illinois
| – | -$2.91K | -1,972 | Closed |
|
35
Citigroup
New York
| – | -$2.28K | -1,281 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$356 | -200 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$316 | -178 | Closed |
|
|
RMP
38
Richards, Merrill & Peterson
Spokane,
Washington
| – | -$53 | -30 | Closed |
|
SURG Hedge Fund Activity: Q1 2025 in Review
29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q1 2025, worth a combined $4.01M — up 10% from $3.65M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SURG and 7 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $71.7K. The largest seller was Corsair Capital Management, exiting entirely with an estimated $135K sold.
- 29 institutional investors held SurgePays (SURG) as of Q1 2025, down from 31 in Q4 2024.
- Funds reported $4.01M of SurgePays stock for Q1 2025, up 10% quarter-over-quarter.
- 7 funds opened new SurgePays positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest SurgePays buyer in Q1 2025 was Commonwealth Equity Services, an estimated $71.7K added.
- The largest SurgePays seller in Q1 2025 was Corsair Capital Management, an estimated $135K sold.
Based on aggregated 13F filings for Q1 2025.