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NuScale Power

450 hedge funds and large institutions have $1.84B invested in NuScale Power in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 123 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

26.62% less ownership

Funds ownership: 72.51%45.89% (-27%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less capital invested

Capital invested by funds: $3.5B → $1.84B (-$1.66B)

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$305M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$227K
LW
227
Lauer Wealth
Indiana
$224K
MAM
228
Meeder Asset Management
Ohio
$223K
SWP
229
Stratos Wealth Partners
Ohio
$222K
Russell Investments Group
230
Russell Investments Group
United Kingdom
$221K
SO
231
STRS Ohio
Ohio
$218K
EWS
232
Evergreen Wealth Solutions
Pennsylvania
$217K
KWM
233
Kingsview Wealth Management
Oregon
$217K
FIA
234
Foundations Investment Advisors
Arizona
$215K
KFS
235
Kaizen Financial Strategies
California
$215K
RIA
236
Regal Investment Advisors
Michigan
$214K
OMC
237
Old Mission Capital
Illinois
$213K
Capstone Investment Advisors
238
Capstone Investment Advisors
New York
$213K
FTWA
239
Fifth Third Wealth Advisors
Ohio
$209K
LFAS
240
Level Four Advisory Services
Texas
$207K
AFP
241
Ausdal Financial Partners
Iowa
$195K
GEA
242
Glen Eagle Advisors
New Jersey
$194K
RS
243
R Squared
Hong Kong
$191K
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$191K
BWP
245
Balboa Wealth Partners
Arizona
$191K
LA
246
Legacy Advisors
Pennsylvania
$186K
VFA
247
Valeo Financial Advisors
Indiana
$186K
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$185K
BMCM
249
Black Maple Capital Management
Wisconsin
$184K
OA
250
Operose Advisors
Wisconsin
$184K