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SurgePays

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.

New
Increased
Maintained
Reduced
Closed

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: 2731 (+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%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
3
Closed
7
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03M -$14.3K -8,139 -1%
CCC
2
Cable Car Capital
California
$917K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$278K +$14.3K +8,097 +5%
TC
4
Truvestments Capital
Florida
$182K +$30.1K +17,056 +20%
UBS Group
5
UBS Group
Switzerland
$157K +$148K +83,910 +1,973%
CCM
6
Corsair Capital Management
New York
$135K +$81.1K +46,000 +154%
MCA
7
Millennium Capital Advisors
Arkansas
$125K +$123K +70,000 New
BlackRock
8
BlackRock
New York
$114K +$381 +216 +0.3%
Northern Trust
9
Northern Trust
Illinois
$113K +$44.9K +25,467 +67%
Renaissance Technologies
10
Renaissance Technologies
New York
$87.9K +$26.4K +15,000 +44%
B
11
Bailard
California
$80.2K -$1.05K -594 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$73.8K +$73.1K +41,486 New
State Street
13
State Street
Massachusetts
$63.7K
Jane Street
14
Jane Street
New York
$53.5K +$53K +30,059 New
XT
15
XTX Topco
Cayman Islands
$53.2K +$52.6K +29,869 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$48.2K +$26.4K +14,991 +124%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$39.5K
JIR
18
James Investment Research
Ohio
$23.1K
NA
19
NewEdge Advisors
Louisiana
$23.1K
Two Sigma Investments
20
Two Sigma Investments
New York
$21.1K +$20.9K +11,849 New
SS
21
SBI Securities
Japan
$10.4K +$10.3K +5,823 New
Simplex Trading
22
Simplex Trading
Illinois
$6K -$7.2K -4,084 -51%
TRCT
23
Tower Research Capital (TRC)
New York
$5.55K +$1.65K +937 +43%
Group One Trading
24
Group One Trading
Illinois
$3.51K +$3.48K +1,972 New
Citigroup
25
Citigroup
New York
$2.28K +$2.26K +1,281 New

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.