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NuScale Power

323 hedge funds and large institutions have $1.01B invested in NuScale Power in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 54

44% more call options, than puts

Call options by funds: $109M | Put options by funds: $75.3M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

6% more funds holding

Funds holding: 305323 (+18)

4.22% more ownership

Funds ownership: 49.29%53.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$49.1M)

Holders
323
Holders Change
+18
Holders Change %
+5.9%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
82
Increased
146
Reduced
54
Closed
59
Calls
$109M
Puts
$75.3M
Net Calls
+$33.2M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$23.3K +$22.8K +1,129 +218%
AFG
227
Albion Financial Group
Utah
$22.9K +$15.8K +780 +93%
HNB
228
Huntington National Bank
Ohio
$21.2K +$18.6K +920 +160%
CA
229
Continuum Advisory
Idaho
$21K +$1.62K +80 +6%
BAMF
230
BI Asset Management Fondsmaeglerselskab
Denmark
$20K +$28.9K +1,429 New
OA
231
Operose Advisors
Wisconsin
$19.2K +$13.4K +665 +97%
PS
232
Principal Securities
Iowa
$17.4K
BTI
233
Blue Trust Inc
Georgia
$17.3K -$2.06K -102 -8%
BFS
234
Burkett Financial Services
South Carolina
$17K +$24.3K +1,200 New
MCM
235
MAI Capital Management
Ohio
$16.4K +$14.3K +707 +157%
SW
236
SVB Wealth
Massachusetts
$16K +$22.8K +1,128 New
IA
237
IFP Advisors
Florida
$15.9K +$12K +595 +113%
SIC
238
Salem Investment Counselors
North Carolina
$15.8K
GI
239
GAMMA Investing
California
$15.4K +$16.5K +815 +302%
CWM
240
Centricity Wealth Management
Ohio
$14.2K
S
241
SignatureFD
Georgia
$13.9K +$2.67K +132 +16%
HI
242
Harbour Investments
Wisconsin
$13.5K +$1.88K +93 +11%
MWA
243
Medallion Wealth Advisors
Connecticut
$13.2K +$18.2K +900 New
Federated Hermes
244
Federated Hermes
Pennsylvania
$13.1K -$492K -24,347 -96%
GWSG
245
GPS Wealth Strategies Group
Colorado
$12.5K
GCS
246
Gordian Capital (Singapore)
Singapore
$12.2K +$16.2K +800 +1,333%
PPWM
247
PFG Private Wealth Management
Florida
$11.3K +$16.2K +800 New
SFGP
248
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$11.3K +$4.04K +200 +34%
RIL
249
Rothschild Investment LLC
Illinois
$11K +$8.89K +440 +131%
EWM
250
Evermay Wealth Management
Virginia
$9.91K

SMR Hedge Fund Activity: Q1 2025 in Review

323 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2025, worth a combined $1.01B — down 4.6% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SMR positions and 59 closed out — a net gain of 23 holders — while 146 added to existing stakes and 54 trimmed.

The largest buyer was VanEck Associates, adding an estimated $48.8M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 323 institutional investors held NuScale Power (SMR) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $1.01B of NuScale Power stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 82 funds opened new NuScale Power positions in Q1 2025 and 59 closed out, a net change of +23 holders.
  • The largest NuScale Power buyer in Q1 2025 was VanEck Associates, an estimated $48.8M added.
  • The largest NuScale Power seller in Q1 2025 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2025.