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SurgePays

29 hedge funds and large institutions have $4.01M invested in SurgePays in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $173K | Put options by funds: $51K

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

10% more capital invested

Capital invested by funds: $3.65M → $4.01M (+$365K)

0.65% less ownership

Funds ownership: 10.17%9.52% (-0.65%)

6% less funds holding

Funds holding: 3129 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
5
Closed
9
Calls
$173K
Puts
$51K
Net Calls
+$122K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$7.66K +5,192 +3%
UBS Group
4
UBS Group
Switzerland
$163K -$14.1K -9,539 -11%
MCA
5
Millennium Capital Advisors
Arkansas
$155K +$7.38K +5,000 +7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$144K +$62.6K +42,381 +156%
BlackRock
7
BlackRock
New York
$131K -$957 -648 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$122K +$14.2K +9,600 +19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$101K +$71.7K +48,600 New
B
10
Bailard
California
$94.1K +$598 +405 +0.9%
State Street
11
State Street
Massachusetts
$74.1K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$58.4K +$8.86K +6,000 +27%
EFG
13
Ethos Financial Group
Pennsylvania
$57.1K +$40.7K +27,568 New
Northern Trust
14
Northern Trust
Illinois
$56.2K -$53.3K -36,118 -57%
TC
15
Truvestments Capital
Florida
$40.1K -$122K -82,632 -81%
Simplex Trading
16
Simplex Trading
Illinois
$38K +$21.8K +14,773 +376%
BBA
17
Baader Bank Aktiengesellschaft
Germany
$27.9K +$25.2K +17,047 New
Goldman Sachs
18
Goldman Sachs
New York
$27.9K +$19.9K +13,456 New
JIR
19
James Investment Research
Ohio
$26.9K
NA
20
NewEdge Advisors
Louisiana
$26.9K
DADC
21
D.A. Davidson & Co
Montana
$25.4K +$18.1K +12,264 New
Two Sigma Investments
22
Two Sigma Investments
New York
$21.6K -$2.07K -1,400 -12%
SS
23
SBI Securities
Japan
$12.1K +$52 +35 +0.6%
TRCT
24
Tower Research Capital (TRC)
New York
$7.07K +$440 +298 +10%
Morgan Stanley
25
Morgan Stanley
New York
$2.27K +$146 +99 +10%

SURG Hedge Fund Activity: Q1 2025 in Review

29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q1 2025, worth a combined $4.01M — up 10% from $3.65M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SURG and 7 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $71.7K. The largest seller was Corsair Capital Management, exiting entirely with an estimated $135K sold.

  • 29 institutional investors held SurgePays (SURG) as of Q1 2025, down from 31 in Q4 2024.
  • Funds reported $4.01M of SurgePays stock for Q1 2025, up 10% quarter-over-quarter.
  • 7 funds opened new SurgePays positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest SurgePays buyer in Q1 2025 was Commonwealth Equity Services, an estimated $71.7K added.
  • The largest SurgePays seller in Q1 2025 was Corsair Capital Management, an estimated $135K sold.

Based on aggregated 13F filings for Q1 2025.