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NuScale Power

473 hedge funds and large institutions have $3.5B invested in NuScale Power in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 101

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 441473 (+32)

6.57% more ownership

Funds ownership: 65.95%72.51% (+6.6%)

1% more capital invested

Capital invested by funds: $3.48B → $3.5B (+$17.6M)

4% less call options, than puts

Call options by funds: $712M | Put options by funds: $739M

Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
107
Increased
202
Reduced
101
Closed
69
Calls
$712M
Puts
$739M
Net Calls
-$27.3M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$483K +$255K +6,410 +92%
CF
227
Cantor Fitzgerald
New York
$478K +$232K +5,834 +78%
LA
228
Legacy Advisors
Pennsylvania
$473K +$524K +13,140 New
BWP
229
Balboa Wealth Partners
Arizona
$458K +$37.1K +930 +8%
TPWA
230
TRUE Private Wealth Advisors
Oregon
$454K -$23.4K -588 -4%
WWM
231
Wolff Wiese Magana
California
$453K +$8.53K +214 +2%
CPRC
232
Consolidated Portfolio Review Corp
New York
$453K -$18.8K -473 -4%
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$452K -$14.8K -372 -3%
US Bancorp
234
US Bancorp
Minnesota
$451K +$60.8K +1,526 +14%
AIA
235
AssuredPartners Investment Advisors
Florida
$451K +$499K +12,528 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$450K +$291K +7,292 +140%
SF
237
Synovus Financial
Georgia
$446K -$79.7K -2,000 -14%
Victory Capital Management
238
Victory Capital Management
Texas
$443K -$72.5K -1,820 -13%
VCA
239
Verdence Capital Advisors
Maryland
$442K -$36.1K -905 -7%
VPIM
240
Vanguard Personalized Indexing Management
California
$441K +$112K +2,815 +30%
AC
241
AXQ Capital
New Jersey
$439K +$57.7K +1,447 +13%
SI
242
Stephens Inc
Arkansas
$439K +$486K +12,184 New
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$420K -$3.86M -96,939 -89%
TIA
244
Tiemann Investment Advisors
California
$404K -$90.6K -2,274 -17%
CIA
245
Concurrent Investment Advisors
Florida
$398K -$142K -3,561 -24%
AFP
246
Ausdal Financial Partners
Iowa
$393K +$78K +1,957 +22%
NAM
247
Nissay Asset Management
Japan
$387K +$428K +10,740 New
AIP
248
Ameritas Investment Partners
Nebraska
$381K -$93.7K -2,352 -18%
NEWAS
249
N.E.W. Advisory Services
Wisconsin
$378K +$21.2K +533 +5%
AF
250
Allworth Financial
California
$378K +$30.2K +758 +8%

SMR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2025, worth a combined $3.5B — up 0.5% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SMR positions and 69 closed out — a net gain of 38 holders — while 202 added to existing stakes and 101 trimmed.

The largest buyer was Clear Street, opening a new position worth an estimated $172M. The largest seller was D.E. Shaw & Co, cutting an estimated $177M.

  • 473 institutional investors held NuScale Power (SMR) as of Q3 2025, up from 441 in Q2 2025.
  • Funds reported $3.5B of NuScale Power stock for Q3 2025, up 0.5% quarter-over-quarter.
  • 107 funds opened new NuScale Power positions in Q3 2025 and 69 closed out, a net change of +38 holders.
  • The largest NuScale Power buyer in Q3 2025 was Clear Street, an estimated $172M added.
  • The largest NuScale Power seller in Q3 2025 was D.E. Shaw & Co, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2025.