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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
3F
251
360 Financial
Minnesota
$377K +$147K +3,700 +55%
GWSG
252
GPS Wealth Strategies Group
Colorado
$365K +$144K +3,614 +55%
RAM
253
Riggs Asset Management
Pennsylvania
$361K +$374K +9,384 +1,437%
SDH
254
Sloy Dahl & Holst
Washington
$360K -$4.62K -116 -1%
DACS
255
Dymon Asia Capital (Singapore)
Singapore
$360K +$398K +10,000 New
NWA
256
Navis Wealth Advisors
New York
$360K +$398K +10,000 New
X
257
Xponance
Pennsylvania
$357K -$1.44K -36 -0.4%
Principal Financial Group
258
Principal Financial Group
Iowa
$349K +$27.4K +688 +8%
VA
259
Vident Advisory
Georgia
$344K +$381K +9,568 New
BAS
260
Breakthru Advisory Services
Wisconsin
$341K +$377K +9,469 New
WEG
261
World Equity Group
Illinois
$340K +$398 +10 +0.1%
GIM
262
Generali Investments Management
Slovenia
$337K +$373K +9,372 New
HH
263
Hilltop Holdings
Texas
$337K -$31.9K -801 -8%
WI
264
WBI Investments
New Jersey
$337K +$373K +9,369 New
AIM
265
Acropolis Investment Management
Missouri
$336K +$128K +3,222 +61%
P
266
&Partners
Tennessee
$334K +$60.1K +1,507 +19%
NS
267
NBC Securities
Alabama
$331K +$16.1K +404 +5%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$324K +$13.1K +329 +4%
APW
269
Aventura Private Wealth
Florida
$323K +$269K +6,762 +305%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$322K -$27.6K -693 -7%
AIP
271
Almanack Investment Partners
Pennsylvania
$320K -$13.9K -350 -4%
FCM
272
Family Capital Management
Michigan
$313K +$11.6K +291 +3%
Wealthfront Advisers
273
Wealthfront Advisers
California
$308K +$341K +8,555 New
CB
274
Commerce Bank
Missouri
$306K +$339K +8,511 New
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$302K +$66.6K +1,672 +25%

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.