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SurgePays

33 hedge funds and large institutions have $5.02M invested in SurgePays in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
Closed
2
Calls
$253K
Puts
$285K
Net Calls
-$32K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94M +$133K +42,735 +7%
CCC
2
Cable Car Capital
California
$565K -$1.04M -333,333 -65%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$510K +$6.97K +2,234 +1%
BlackRock
4
BlackRock
New York
$200K +$2.94K +946 +1%
EFG
5
Ethos Financial Group
Pennsylvania
$152K +$65.9K +21,186 +77%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$141K +$53.5K +17,200 +61%
B
7
Bailard
California
$141K -$1.26K -405 -0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$141K -$42.9K -13,800 -23%
Two Sigma Investments
9
Two Sigma Investments
New York
$126K +$93.1K +29,922 +286%
XT
10
XTX Topco
Cayman Islands
$125K +$125K +40,006 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$116K -$101K -32,333 -47%
State Street
12
State Street
Massachusetts
$112K
UBS Group
13
UBS Group
Switzerland
$91.4K -$153K -49,249 -63%
Northern Trust
14
Northern Trust
Illinois
$84.4K
HighTower Advisors
15
HighTower Advisors
Illinois
$72.9K +$72.9K +23,442 New
JIR
16
James Investment Research
Ohio
$59.1K +$18.7K +6,000 +46%
NA
17
NewEdge Advisors
Louisiana
$59.1K +$18.7K +6,000 +46%
TC
18
Truvestments Capital
Florida
$57.6K -$2.64K -850 -4%
Goldman Sachs
19
Goldman Sachs
New York
$57.4K +$15.6K +5,005 +37%
Simplex Trading
20
Simplex Trading
Illinois
$49K -$8.89K -2,870 -15%
Jane Street
21
Jane Street
New York
$41.6K +$41.6K +13,364 New
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$38.9K +$38.9K +12,397 New
Wolverine Trading
23
Wolverine Trading
Illinois
$37.4K +$37.4K +11,771 New
DADC
24
D.A. Davidson & Co
Montana
$34K -$4.1K -1,317 -11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$31K -$120K -38,600 -79%