$0.47
-0.04 (-8.41%)
Market Cap
$15.8M
Shares Outstanding
20,085,655
Institutional Holders
27
Total Inst. Value
$6.5M
% of Float Held
—
QoQ Holder Change
-8
Institutional data as of Q1 2025
New Positions
7
Closed Positions
11
Increased
11
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 51,287 |
| 2 | VANGUARD GROUP INC | $1.2M | 578,879 |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $333K | 161,307 |
| 4 | UBS Group AG | $163K | 78,624 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $144K | 69,465 |
| 6 | BlackRock, Inc. | $131K | 63,346 |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $122K | 59,000 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLCNew | $101K | 48,600 |
| 9 | BAILARD, INC. | $94K | 45,480 |
| 10 | STATE STREET CORP | $74K | 35,800 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +51K | $3.8M |
| GEODE CAPITAL MANAGEMENT, LLC | +5K | $333K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +42K | $144K |
| RENAISSANCE TECHNOLOGIES LLC | +10K | $122K |
| COMMONWEALTH EQUITY SERVICES, LLCNew | +49K | $101K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Truvestments Capital LLC | -83K | $40 |
| NORTHERN TRUST CORP | -36K | $56K |
| UBS Group AG | -10K | $163K |
| TWO SIGMA INVESTMENTS, LP | -1K | $22K |
| BlackRock, Inc. | -648 | $131K |
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Frequently Asked Questions
How many institutional investors hold SURG?
As of Q1 2025, 27 institutional investors report holding SURG (SurgePays, Inc.) in their 13F filings.
Which hedge fund owns the most SURG?
The largest institutional holder of SURG is JONES FINANCIAL COMPANIES LLLP with $3.8M in shares.
Are institutions buying or selling SURG?
This quarter, 7 institutions opened new positions in SURG and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.