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NuScale Power

441 hedge funds and large institutions have $3.48B invested in NuScale Power in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 139 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 41

245% more capital invested

Capital invested by funds: $1.01B → $3.48B (+$2.47B)

42% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 98

37% more funds holding

Funds holding: 323441 (+118)

34% more call options, than puts

Call options by funds: $526M | Put options by funds: $391M

12.43% more ownership

Funds ownership: 53.52%65.95% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
441
Holders Change
+118
Holders Change %
+36.53%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
164
Increased
139
Reduced
98
Closed
41
Calls
$526M
Puts
$391M
Net Calls
+$135M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$403K -$10.6K -421 -4%
HH
227
Hilltop Holdings
Texas
$402K +$255K +10,170 New
SDH
228
Sloy Dahl & Holst
Washington
$400K
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$395K -$251 -10 -0.1%
X
230
Xponance
Pennsylvania
$394K +$250K +9,955 New
AF
231
Allworth Financial
California
$385K +$32.5K +1,295 +15%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$382K +$242K +9,650 New
PCA
233
Prosperity Capital Advisors
Ohio
$381K +$242K +9,633 New
VPIM
234
Vanguard Personalized Indexing Management
California
$374K +$237K +9,444 New
WEG
235
World Equity Group
Illinois
$374K +$237K +9,444 New
IWC
236
Integrated Wealth Concepts
Massachusetts
$368K -$458K -18,240 -66%
EF
237
Empowered Funds
Pennsylvania
$367K +$233K +9,278 New
PAA
238
Peregrine Asset Advisers
Oregon
$367K +$233K +9,277 New
AIP
239
Almanack Investment Partners
Pennsylvania
$366K +$232K +9,252 New
A
240
AlphaQuest
New York
$364K +$22K +878 +11%
Principal Financial Group
241
Principal Financial Group
Iowa
$357K +$226K +9,018 New
AFP
242
Ausdal Financial Partners
Iowa
$354K +$225K +8,948 New
RS
243
R Squared
Hong Kong
$352K +$223K +8,904 New
NS
244
NBC Securities
Alabama
$347K +$137K +5,474 +165%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$343K +$218K +8,671 New
SEP
246
Southland Equity Partners
Missouri
$333K +$211K +8,417 New
FCM
247
Family Capital Management
Michigan
$332K +$211K +8,391 New
OAM
248
Oxford Asset Management
United Kingdom
$329K +$208K +8,305 New
Wolverine Trading
249
Wolverine Trading
Illinois
$326K -$1.75M -69,814 -89%
CAWM
250
Capital Advisors Wealth Management
Washington
$326K +$207K +8,240 New

SMR Hedge Fund Activity: Q2 2025 in Review

441 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q2 2025, worth a combined $3.48B — up 245% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SMR positions and 41 closed out — a net gain of 123 holders — while 139 added to existing stakes and 98 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $76.7M. The largest seller was Citadel Advisors, cutting an estimated $42.2M.

  • 441 institutional investors held NuScale Power (SMR) as of Q2 2025, up from 323 in Q1 2025.
  • Funds reported $3.48B of NuScale Power stock for Q2 2025, up 245% quarter-over-quarter.
  • 164 funds opened new NuScale Power positions in Q2 2025 and 41 closed out, a net change of +123 holders.
  • The largest NuScale Power buyer in Q2 2025 was D.E. Shaw & Co, an estimated $76.7M added.
  • The largest NuScale Power seller in Q2 2025 was Citadel Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2025.