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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
SSWM
251
Sheets Smith Wealth Management
North Carolina
$325K +$206K +8,223 New
FFO
252
Fortitude Family Office
Arizona
$323K -$4.42K -176 -2%
MAG
253
MRA Advisory Group
New Jersey
$318K +$202K +8,036 New
P
254
&Partners
Tennessee
$311K +$195K +7,767 New
LW
255
Lauer Wealth
Indiana
$310K -$63.2K -2,518 -24%
FWCM
256
Ferguson Wellman Capital Management
Oregon
$305K +$193K +7,700 New
CIAM
257
Caitong International Asset Management
Hong Kong
$301K -$215K -8,580 -53%
LIA
258
Limestone Investment Advisors
New York
$301K +$191K +7,600 New
Comerica Bank
259
Comerica Bank
Texas
$296K +$179K +7,140 +2,070%
CF
260
Cantor Fitzgerald
New York
$295K +$187K +7,450 New
SF
261
Symphony Financial
Texas
$292K +$190K +7,578 New
FA
262
Fiduciary Alliance
South Carolina
$291K +$185K +7,354 New
CCM
263
Cox Capital Management
Massachusetts
$287K +$182K +7,250 New
FCP
264
Fidelis Capital Partners
Florida
$287K +$157K +6,242 New
IFG
265
Independent Financial Group
California
$281K +$178K +7,095 New
RIA
266
Regal Investment Advisors
Michigan
$277K +$176K +6,995 New
ET
267
Entropy Technologies
New York
$275K +$175K +6,955 New
FPAS
268
Focus Partners Advisor Solutions
Missouri
$271K +$172K +6,848 New
3F
269
360 Financial
Minnesota
$268K +$170K +6,778 New
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$268K +$170K +6,776 New
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$267K +$169K +6,737 New
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$266K +$76.7K +3,057 +84%
I
273
InceptionR
California
$260K +$165K +6,582 New
GWSG
274
GPS Wealth Strategies Group
Colorado
$258K +$142K +5,640 +638%
ZIG
275
Zullo Investment Group
Pennsylvania
$245K +$156K +6,205 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.