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NuScale Power

323 hedge funds and large institutions have $1.01B invested in NuScale Power in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 54

44% more call options, than puts

Call options by funds: $109M | Put options by funds: $75.3M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

6% more funds holding

Funds holding: 305323 (+18)

4.22% more ownership

Funds ownership: 49.29%53.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$49.1M)

Holders
323
Holders Change
+18
Holders Change %
+5.9%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
82
Increased
146
Reduced
54
Closed
59
Calls
$109M
Puts
$75.3M
Net Calls
+$33.2M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
276
Larson Financial Group
Missouri
$4.86K
AGWCA
277
Annis Gardner Whiting Capital Advisors
Florida
$4.67K +$6.67K +330 New
WAS
278
Winch Advisory Services
Wisconsin
$4.63K +$6.61K +327 New
HWA
279
HHM Wealth Advisors
Tennessee
$4.32K -$18.2K -900 -75%
AA
280
Ancora Advisors
Ohio
$4.25K -$20.2K -1,000 -77%
SC
281
SouthState Corp
Florida
$4.25K
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$4.25K +$6.06K +300 New
HPC
283
HM Payson & Co
Maine
$3.94K +$162 +8 +3%
PMFA
284
Plante Moran Financial Advisors
Michigan
$3.54K -$10.1K -500 -67%
FDW
285
Fourth Dimension Wealth
Ohio
$3.54K +$5.05K +250 New
BMC
286
Bear Mountain Capital
Washington
$3.38K -$8.09K -400 -67%
AIM
287
Anchor Investment Management
South Carolina
$3.33K +$4.75K +235 New
PP
288
PFS Partners
New Jersey
$3.21K
MFT
289
Moisand Fitzgerald Tamayo
Florida
$2.83K
Credit Agricole
290
Credit Agricole
France
$2.44K +$3.48K +172 New
HC
291
Hurley Capital
New York
$2.14K
SC
292
Swan Capital
Florida
$2.12K
CMA
293
Cedar Mountain Advisors
Oregon
$2.12K +$3.03K +150 New
MFA
294
McClarren Financial Advisors
Pennsylvania
$2K -$3.58K -177 -93%
UIA
295
Ulland Investment Advisors
Minnesota
$2K -$1.01K -50 -25%
RA
296
Rise Advisors
New York
$1.47K +$2.1K +104 New
TCM
297
TD Capital Management
Tennessee
$1.46K +$2.08K +103 New
MSG
298
Main Street Group
Virginia
$1.42K -$2.02K -100 -50%
KHC
299
Koesten Hirschmann & Crabtree
Kansas
$1.42K
PCFFS
300
Pacific Center for Financial Services
California
$1.42K +$2.02K +100 New

SMR Hedge Fund Activity: Q1 2025 in Review

323 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2025, worth a combined $1.01B — down 4.6% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SMR positions and 59 closed out — a net gain of 23 holders — while 146 added to existing stakes and 54 trimmed.

The largest buyer was VanEck Associates, adding an estimated $48.8M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 323 institutional investors held NuScale Power (SMR) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $1.01B of NuScale Power stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 82 funds opened new NuScale Power positions in Q1 2025 and 59 closed out, a net change of +23 holders.
  • The largest NuScale Power buyer in Q1 2025 was VanEck Associates, an estimated $48.8M added.
  • The largest NuScale Power seller in Q1 2025 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2025.