SurgePays
SURG
35 hedge funds and large institutions have $5.26M invested in SurgePays in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
31% more capital invested
Capital invested by funds: $4.01M → $5.26M (+$1.25M)
21% more funds holding
Funds holding: 29 → 35 (+6)
1.25% less ownership
Funds ownership: 9.52% → 8.27% (-1.2%)
11% less call options, than puts
Call options by funds: $253K | Put options by funds: $285K
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$118K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$111K |
| 3 |
Two Sigma Investments
New York
|
+$82.8K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$64.9K |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$58.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCC
Cable Car Capital
San Francisco,
California
|
-$923K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$136K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$107K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$89.5K |
| 5 |
Renaissance Technologies
New York
|
-$38.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $31K | -$107K | -38,600 | -79% |
|
27
Group One Trading
Chicago,
Illinois
| $17.1K | +$15.2K | +5,490 | New |
|
|
SS
28
SBI Securities
Tokyo,
Japan
| $15K | -$2.87K | -1,035 | -18% |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $4.44K | +$3.96K | +1,429 | New |
|
30
Morgan Stanley
New York
| $3.11K | -$274 | -99 | -9% |
|
|
FNWA
31
Financial Network Wealth Advisors
Murray,
Utah
| $3.11K | – | – | – |
|
|
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $1.6K | +$1.43K | +516 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $933 | -$8.63K | -3,117 | -91% |
|
34
Jones Financial Companies
Des Peres,
Missouri
| $477 | – | – | – |
|
35
Bank of America
Charlotte,
North Carolina
| $426 | +$55 | +20 | +17% |
|
|
BBA
36
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| – | -$27.9K | -17,047 | Closed |
|
37
JP Morgan Chase
New York
| – | -$62 | -30 | Closed |
|
SURG Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q2 2025, worth a combined $5.26M — up 31% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SURG positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Vanguard Group, adding an estimated $118K. The largest seller was Cable Car Capital, cutting an estimated $923K.
- 35 institutional investors held SurgePays (SURG) as of Q2 2025, up from 29 in Q1 2025.
- Funds reported $5.26M of SurgePays stock for Q2 2025, up 31% quarter-over-quarter.
- 8 funds opened new SurgePays positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest SurgePays buyer in Q2 2025 was Vanguard Group, an estimated $118K added.
- The largest SurgePays seller in Q2 2025 was Cable Car Capital, an estimated $923K sold.
Based on aggregated 13F filings for Q2 2025.