SurgePays
SURG
32 hedge funds and large institutions have $4.99M invested in SurgePays in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 7 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
26% more call options, than puts
Call options by funds: $178K | Put options by funds: $141K
0.42% more ownership
Funds ownership: 8.27% → 8.69% (+0.42%)
5% less capital invested
Capital invested by funds: $5.26M → $4.99M (-$270K)
9% less funds holding
Funds holding: 35 → 32 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$213K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$100K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$89K |
| 4 |
State Street
Boston,
Massachusetts
|
+$73.7K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$38.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$68.5K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$67.5K |
| 3 |
Goldman Sachs
New York
|
-$57.4K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$38.9K |
| 5 |
Jane Street
New York
|
-$37.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $4.09K | – | – | – |
|
|
FNWA
27
Financial Network Wealth Advisors
Murray,
Utah
| $2.81K | – | – | – |
|
28
Morgan Stanley
New York
| $2.81K | – | – | – |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $281 | -$1.18K | -416 | -81% |
|
30
Citigroup
New York
| $110 | +$111 | +39 | New |
|
31
Bank of America
Charlotte,
North Carolina
| $34 | -$354 | -125 | -91% |
|
|
32
Goldman Sachs
New York
| – | -$57.4K | -18,461 | Closed |
|
|
33
Jane Street
New York
| – | -$37.9K | -13,364 | Closed |
|
|
34
Dimensional Fund Advisors
Austin,
Texas
| – | -$38.9K | -12,397 | Closed |
|
35
Wolverine Trading
Chicago,
Illinois
| – | -$33.4K | -11,771 | Closed |
|
|
DADC
36
D.A. Davidson & Co
Great Falls,
Montana
| – | -$34K | -10,947 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$933 | -300 | Closed |
|
38
Jones Financial Companies
Des Peres,
Missouri
| – | -$477 | -150 | Closed |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$238 | +84 | New |
|
SURG Hedge Fund Activity: Q3 2025 in Review
32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q3 2025, worth a combined $4.99M — down 5.1% from $5.26M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SURG and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 11 added.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $213K. The largest seller was UBS Group, cutting an estimated $68.5K.
- 32 institutional investors held SurgePays (SURG) as of Q3 2025, down from 35 in Q2 2025.
- Funds reported $4.99M of SurgePays stock for Q3 2025, down 5.1% quarter-over-quarter.
- 4 funds opened new SurgePays positions in Q3 2025 and 7 closed out, a net change of -3 holders.
- The largest SurgePays buyer in Q3 2025 was CIBC Private Wealth Group, an estimated $213K added.
- The largest SurgePays seller in Q3 2025 was UBS Group, an estimated $68.5K sold.
Based on aggregated 13F filings for Q3 2025.