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SurgePays

28 hedge funds and large institutions have $3.86M invested in SurgePays in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
5
Closed
9
Calls
$173K
Puts
$51K
Net Calls
+$122K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2M
CCC
2
Cable Car Capital
California
$1.07M
Geode Capital Management
3
Geode Capital Management
Massachusetts
$334K +$10.7K +5,192 +3%
UBS Group
4
UBS Group
Switzerland
$163K -$19.7K -9,539 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$144K +$87.7K +42,381 +156%
BlackRock
6
BlackRock
New York
$131K -$1.34K -648 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$122K +$19.9K +9,600 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$101K +$101K +48,600 New
B
9
Bailard
California
$94.1K +$838 +405 +0.9%
State Street
10
State Street
Massachusetts
$74.1K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$58.4K +$12.4K +6,000 +27%
EFG
12
Ethos Financial Group
Pennsylvania
$57.1K +$57.1K +27,568 New
Northern Trust
13
Northern Trust
Illinois
$56.2K -$74.8K -36,118 -57%
TC
14
Truvestments Capital
Florida
$40.1K -$171K -82,632 -81%
Simplex Trading
15
Simplex Trading
Illinois
$38K +$30K +14,773 +376%
BBA
16
Baader Bank Aktiengesellschaft
Germany
$27.9K +$27.9K +17,047 New
Goldman Sachs
17
Goldman Sachs
New York
$27.9K +$27.9K +13,456 New
NA
18
NewEdge Advisors
Louisiana
$26.9K
JIR
19
James Investment Research
Ohio
$26.9K
DADC
20
D.A. Davidson & Co
Montana
$25.4K +$25.4K +12,264 New
Two Sigma Investments
21
Two Sigma Investments
New York
$21.6K -$2.9K -1,400 -12%
SS
22
SBI Securities
Japan
$12.1K +$72 +35 +0.6%
TRCT
23
Tower Research Capital (TRC)
New York
$7.07K +$617 +298 +10%
Morgan Stanley
24
Morgan Stanley
New York
$2.28K +$205 +99 +10%
FNWA
25
Financial Network Wealth Advisors
Utah
$2.07K +$2.07K +1,000 New