Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Surgepays Inc (SURG)

35 + Investors. Track Smart Money conviction in SURG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SURG

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SURG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
35 hedge funds hold SURG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SURG is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 23% medium ■ 34% new
15 out of 35 hedge funds have held SURG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +7%, value -50%

Value
-49%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -50%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~9 new funds/quarter

6 → 5 → 4 → 8 → 9 new funds/Q
New funds entering each quarter: 5 → 4 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 36 holders: 21 (58%) are 2+ year veterans, 6 entered 1–2 years ago, and 9 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
12 of 35 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SURG

In 2026 Q2, 15 hedge funds were net buyers of SURG (9 opened a new position, 6 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 35.

Hedge Fund Ownership: SURG

How many hedge funds hold SURG — quarterly history vs. share price
Quarterly hedge fund ownership of SURG vs. share price

Market Analysis: SURG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SURG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: SURG
35 + Investors

Track Smart Money conviction in SURG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 32 9.38%
13F Shares 2M 2M 7.15%
Total Value $841K $2M -49.7%
New Positions 9 8 +1
Increased Positions 6 7 -1
Closed Positions 6 6 -
Reduced Positions 5 4 +1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SURG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SURG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SURG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gaddis Premier Wealth Advisors LLC 0.10% 438,287 $158K
2 Millennium Capital Advisors, LLC 0.04% 210,000 $76K
3 Tableaux LLC 0.00% 14,635 $5K
4 Cable Car Capital, LP 0.00% 181,667 $66K
5 Ethos Financial Group, LLC 0.00% 50,233 $18K
6 James Investment Research, INC. 0.00% 32,500 $12K
7 Bailard, INC. 0.00% 27,975 $10K
8 Truvestments Capital LLC 0.00% 3,276 $1K
9 XTX Topco Ltd 0.00% 13,188 $5K
10 SBI Securities Co., Ltd. 0.00% 6,857 $2K
11 NewEdge Advisors, LLC 0.00% 32,500 $12K
12 Tower Research Capital LLC (TRC) 0.00% 3,296 $1K
13 Renaissance Technologies LLC 0.00% 50,900 $18K
14 Cetera Investment Advisers 0.00% 66,000 $24K
15 Ameritas Advisory Services, LLC 0.00% 1,000 —
16 Group One Trading LLC 0.00% 13,572 $5K
17 Vanguard Fiduciary Trust Co 0.00% 83,235 $30K
18 Vanguard Capital Management LLC 0.00% 567,358 $205K
19 Citadel Advisors LLC 0.00% 83,163 $30K
20 Citadel Advisors LLC 0.00% 54,100 $20K
21 Jane Street Group, LLC 0.00% 44,128 $16K
22 UBS Group AG 0.00% 24,551 $9K
23 Ritter Daniher Financial Advisory LLC / DE 0.00% 15 —
24 Osaic Holdings, INC. 0.00% 1,429 —
25 Jones Financial Companies Lllp 0.00% 2,783 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Surgepays Inc (SURG)

What does the Smart Money Trend signal show for SURG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SURG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SURG?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SURG holders?

Smaller funds dominant — 19% AUM from top-100: 12 of 35 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SURG?

43% of holders stayed for 2+ years: 15 out of 35 hedge funds have held SURG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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