SurgePays
SURG
32 hedge funds and large institutions have $4.99M invested in SurgePays in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 7 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
26% more call options, than puts
Call options by funds: $178K | Put options by funds: $141K
0.42% more ownership
Funds ownership: 8.27% → 8.69% (+0.42%)
5% less capital invested
Capital invested by funds: $5.26M → $4.99M (-$270K)
9% less funds holding
Funds holding: 35 → 32 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$213K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$100K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$89K |
| 4 |
State Street
Boston,
Massachusetts
|
+$73.7K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$38.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$68.5K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$67.5K |
| 3 |
Goldman Sachs
New York
|
-$57.4K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$38.9K |
| 5 |
Jane Street
New York
|
-$37.9K |
SURG Hedge Fund Activity: Q3 2025 in Review
32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q3 2025, worth a combined $4.99M — down 5.1% from $5.26M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SURG and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 11 added.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $213K. The largest seller was UBS Group, cutting an estimated $68.5K.
- 32 institutional investors held SurgePays (SURG) as of Q3 2025, down from 35 in Q2 2025.
- Funds reported $4.99M of SurgePays stock for Q3 2025, down 5.1% quarter-over-quarter.
- 4 funds opened new SurgePays positions in Q3 2025 and 7 closed out, a net change of -3 holders.
- The largest SurgePays buyer in Q3 2025 was CIBC Private Wealth Group, an estimated $213K added.
- The largest SurgePays seller in Q3 2025 was UBS Group, an estimated $68.5K sold.
Based on aggregated 13F filings for Q3 2025.