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NuScale Power

305 hedge funds and large institutions have $1.06B invested in NuScale Power in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 107 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

189% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 37

105% more capital invested

Capital invested by funds: $515M → $1.06B (+$542M)

62% more call options, than puts

Call options by funds: $173M | Put options by funds: $107M

49% more funds holding

Funds holding: 205305 (+100)

2.92% more ownership

Funds ownership: 46.37%49.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
305
Holders Change
+100
Holders Change %
+48.78%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
133
Increased
107
Reduced
37
Closed
29
Calls
$173M
Puts
$107M
Net Calls
+$65.9M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
251
ORG Partners
Indiana
$8.96K
MCM
252
MAI Capital Management
Ohio
$8.07K +$9.29K +450 New
MA
253
Modus Advisors
Minnesota
$7.62K +$8.77K +425 New
TSMHT
254
Thurston Springer Miller Herd & Titak
Indiana
$7.62K +$8.77K +425 New
Optiver Holding
255
Optiver Holding
Netherlands
$7.53K +$1.26K +61 +17%
JFA
256
JNBA Financial Advisors
Minnesota
$7.17K
DWM
257
Dogwood Wealth Management
Kansas
$7.08K +$8.15K +395 New
HFS
258
Hantz Financial Services
Michigan
$7K +$7.84K +380 New
NC
259
NewSquare Capital
Pennsylvania
$6.81K +$7.84K +380 New
CA
260
Clearstead Advisors
Ohio
$6.28K
GSWM
261
Golden State Wealth Management
California
$6.28K +$7.22K +350 New
LFG
262
Larson Financial Group
Missouri
$6.15K +$6.19K +300 +698%
RIL
263
Rothschild Investment LLC
Illinois
$6.01K +$3.92K +190 +131%
SC
264
SouthState Corp
Florida
$5.38K
SSB
265
Sandy Spring Bank
Maryland
$5.38K +$6.19K +300 New
HPC
266
HM Payson & Co
Maine
$4.84K +$5.57K +270 New
GI
267
GAMMA Investing
California
$4.84K +$1.65K +80 +42%
HMS
268
Hanseatic Management Services
New Mexico
$4.79K +$5.51K +267 New
AWM
269
Avior Wealth Management
Nebraska
$4.21K +$4.85K +235 New
PP
270
PFS Partners
New Jersey
$4.07K
UIA
271
Ulland Investment Advisors
Minnesota
$4K +$4.13K +200 New
BWL
272
Bogart Wealth LLC
Virginia
$3.59K
MSG
273
Main Street Group
Virginia
$3.59K
MFT
274
Moisand Fitzgerald Tamayo
Florida
$3.59K
LI
275
LRI Investments
Florida
$3.55K +$4.08K +198 New

SMR Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2024, worth a combined $1.06B — up 105% from $515M a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SMR positions and 29 closed out — a net gain of 104 holders — while 107 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $39.4M. The largest seller was Swedbank, cutting an estimated $25.8M.

  • 305 institutional investors held NuScale Power (SMR) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.06B of NuScale Power stock for Q4 2024, up 105% quarter-over-quarter.
  • 133 funds opened new NuScale Power positions in Q4 2024 and 29 closed out, a net change of +104 holders.
  • The largest NuScale Power buyer in Q4 2024 was UBS Group, an estimated $39.4M added.
  • The largest NuScale Power seller in Q4 2024 was Swedbank, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2024.