We are live on ! Find out more
SURG icon

SurgePays

30 hedge funds and large institutions have $3.44M invested in SurgePays in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.11% more ownership

Funds ownership: 8.69%9.8% (+1.1%)

6% less funds holding

Funds holding: 3230 (-2)

31% less capital invested

Capital invested by funds: $4.99M → $3.44M (-$1.55M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

83% less call options, than puts

Call options by funds: $3K | Put options by funds: $18K

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
13
Closed
5
Calls
$3K
Puts
$18K
Net Calls
-$15K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1M
GPWA
2
Gaddis Premier Wealth Advisors
Oklahoma
$631K +$842K +377,924 New
CCC
3
Cable Car Capital
California
$303K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$276K +$3.34K +1,498 +0.9%
MCA
5
Millennium Capital Advisors
Arkansas
$142K +$22.3K +10,000 +13%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$109K -$22.3K -10,000 -13%
State Street
7
State Street
Massachusetts
$103K
BlackRock
8
BlackRock
New York
$100K -$11.4K -5,112 -8%
Northern Trust
9
Northern Trust
Illinois
$87.9K +$56.8K +25,510 +94%
Renaissance Technologies
10
Renaissance Technologies
New York
$80.2K -$2.9K -1,300 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$76.8K -$2.56K -1,150 -2%
Two Sigma Investments
12
Two Sigma Investments
New York
$56.6K -$9.36K -4,200 -11%
JIR
13
James Investment Research
Ohio
$54.3K
NA
14
NewEdge Advisors
Louisiana
$54.3K
Squarepoint
15
Squarepoint
New York
$52.2K +$69.7K +31,282 New
B
16
Bailard
California
$46.7K -$38.1K -17,100 -38%
UBS Group
17
UBS Group
Switzerland
$37.9K +$39K +17,496 +335%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$33.6K -$108K -48,398 -71%
XT
19
XTX Topco
Cayman Islands
$25.9K -$1.5K -674 -4%
GL
20
Gerber LLC
Ohio
$22.4K
EFG
21
Ethos Financial Group
Pennsylvania
$21.5K -$79.9K -35,887 -74%
TC
22
Truvestments Capital
Florida
$9.84K -$958 -430 -7%
SS
23
SBI Securities
Japan
$8.05K -$4 -2 -0%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$4.65K +$6.2K +2,783 New
Osaic Holdings
25
Osaic Holdings
Arizona
$2.39K

SURG Hedge Fund Activity: Q4 2025 in Review

30 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q4 2025, worth a combined $3.44M — down 31% from $4.99M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SURG and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 5 added.

The largest buyer was Squarepoint, opening a new position worth an estimated $69.7K. The largest seller was Susquehanna International Group, cutting an estimated $108K.

  • 30 institutional investors held SurgePays (SURG) as of Q4 2025, down from 32 in Q3 2025.
  • Funds reported $3.44M of SurgePays stock for Q4 2025, down 31% quarter-over-quarter.
  • 3 funds opened new SurgePays positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest SurgePays buyer in Q4 2025 was Squarepoint, an estimated $69.7K added.
  • The largest SurgePays seller in Q4 2025 was Susquehanna International Group, an estimated $108K sold.

Based on aggregated 13F filings for Q4 2025.