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SurgePays

35 hedge funds and large institutions have $5.26M invested in SurgePays in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $4.01M → $5.26M (+$1.25M)

21% more funds holding

Funds holding: 2935 (+6)

1.25% less ownership

Funds ownership: 9.52%8.27% (-1.2%)

11% less call options, than puts

Call options by funds: $253K | Put options by funds: $285K

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
12
Closed
2
Calls
$253K
Puts
$285K
Net Calls
-$32K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94M +$118K +42,735 +7%
CCC
2
Cable Car Capital
California
$565K -$923K -333,333 -65%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$510K +$6.18K +2,234 +1%
MCA
4
Millennium Capital Advisors
Arkansas
$233K
BlackRock
5
BlackRock
New York
$200K +$2.62K +946 +1%
EFG
6
Ethos Financial Group
Pennsylvania
$152K +$58.6K +21,186 +77%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$141K +$47.6K +17,200 +61%
B
8
Bailard
California
$141K -$1.12K -405 -0.9%
Renaissance Technologies
9
Renaissance Technologies
New York
$141K -$38.2K -13,800 -23%
Two Sigma Investments
10
Two Sigma Investments
New York
$126K +$82.8K +29,922 +286%
XT
11
XTX Topco
Cayman Islands
$125K +$111K +40,006 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$116K -$89.5K -32,333 -47%
State Street
13
State Street
Massachusetts
$112K
UBS Group
14
UBS Group
Switzerland
$91.4K -$136K -49,249 -63%
Northern Trust
15
Northern Trust
Illinois
$84.4K
HighTower Advisors
16
HighTower Advisors
Illinois
$72.9K +$64.9K +23,442 New
JIR
17
James Investment Research
Ohio
$59.1K +$16.6K +6,000 +46%
NA
18
NewEdge Advisors
Louisiana
$59.1K +$16.6K +6,000 +46%
TC
19
Truvestments Capital
Florida
$57.6K -$2.35K -850 -4%
Goldman Sachs
20
Goldman Sachs
New York
$57.4K +$13.9K +5,005 +37%
Simplex Trading
21
Simplex Trading
Illinois
$49K -$7.94K -2,870 -15%
Jane Street
22
Jane Street
New York
$41.6K +$37K +13,364 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$38.9K +$34.3K +12,397 New
Wolverine Trading
24
Wolverine Trading
Illinois
$37.4K +$32.6K +11,771 New
DADC
25
D.A. Davidson & Co
Montana
$34K -$3.65K -1,317 -11%

SURG Hedge Fund Activity: Q2 2025 in Review

35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q2 2025, worth a combined $5.26M — up 31% from $4.01M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SURG positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $118K. The largest seller was Cable Car Capital, cutting an estimated $923K.

  • 35 institutional investors held SurgePays (SURG) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $5.26M of SurgePays stock for Q2 2025, up 31% quarter-over-quarter.
  • 8 funds opened new SurgePays positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest SurgePays buyer in Q2 2025 was Vanguard Group, an estimated $118K added.
  • The largest SurgePays seller in Q2 2025 was Cable Car Capital, an estimated $923K sold.

Based on aggregated 13F filings for Q2 2025.