SurgePays
SURG
30 hedge funds and large institutions have $3.44M invested in SurgePays in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.
1.11% more ownership
Funds ownership: 8.69% → 9.8% (+1.1%)
6% less funds holding
Funds holding: 32 → 30 (-2)
31% less capital invested
Capital invested by funds: $4.99M → $3.44M (-$1.55M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
83% less call options, than puts
Call options by funds: $3K | Put options by funds: $18K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
+$69.7K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$56.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$39K |
| 4 |
MCA
Millennium Capital Advisors
Little Rock,
Arkansas
|
+$22.3K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$6.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$108K |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$79.9K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$67.1K |
| 4 |
B
Bailard
Foster City,
California
|
-$38.1K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Group One Trading
Chicago,
Illinois
| $2.02K | -$23.6K | -10,600 | -90% |
|
|
FNWA
27
Financial Network Wealth Advisors
Murray,
Utah
| $1.67K | – | – | – |
|
28
Morgan Stanley
New York
| $1.67K | – | – | – |
|
29
Simplex Trading
Chicago,
Illinois
| $1.36K | -$26.1K | -11,722 | -94% |
|
30
Bank of America
Charlotte,
North Carolina
| $23 | +$4 | +2 | +17% |
|
|
31
HighTower Advisors
Chicago,
Illinois
| – | -$67.1K | -23,875 | Closed |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$28K | -10,000 | Closed |
|
|
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$281 | -100 | Closed |
|
34
Citigroup
New York
| – | -$110 | -39 | Closed |
|
SURG Hedge Fund Activity: Q4 2025 in Review
30 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q4 2025, worth a combined $3.44M — down 31% from $4.99M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SURG and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 5 added.
The largest buyer was Squarepoint, opening a new position worth an estimated $69.7K. The largest seller was Susquehanna International Group, cutting an estimated $108K.
- 30 institutional investors held SurgePays (SURG) as of Q4 2025, down from 32 in Q3 2025.
- Funds reported $3.44M of SurgePays stock for Q4 2025, down 31% quarter-over-quarter.
- 3 funds opened new SurgePays positions in Q4 2025 and 5 closed out, a net change of -2 holders.
- The largest SurgePays buyer in Q4 2025 was Squarepoint, an estimated $69.7K added.
- The largest SurgePays seller in Q4 2025 was Susquehanna International Group, an estimated $108K sold.
Based on aggregated 13F filings for Q4 2025.