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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
CAWM
276
Capital Advisors Wealth Management
Washington
$297K
SSWM
277
Sheets Smith Wealth Management
North Carolina
$296K
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$296K +$59.1K +1,484 +22%
FFO
279
Fortitude Family Office
Arizona
$294K
SIG
280
Stonegate Investment Group
Alabama
$293K +$84.7K +2,125 +35%
WTG
281
West Tower Group
Virginia
$288K +$319K +8,000 New
SWM
282
Spire Wealth Management
Virginia
$287K +$136K +3,413 +75%
Mackenzie Financial
283
Mackenzie Financial
Ontario, Canada
$287K +$318K +7,984 New
IAS
284
Insigneo Advisory Services
Florida
$286K +$317K +7,949 New
DC
285
Davenport & Co
Virginia
$285K +$315K +7,910 New
CAM
286
Concorde Asset Management
Michigan
$284K +$293K +7,350 New
DFCM
287
Dark Forest Capital Management
Puerto Rico
$281K +$311K +7,807 New
BCM
288
Brookstone Capital Management
Illinois
$281K -$126K -3,150 -29%
AWM
289
Apollon Wealth Management
South Carolina
$278K +$308K +7,727 New
FWCM
290
Ferguson Wellman Capital Management
Oregon
$277K
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
$276K -$2.51M -63,062 -89%
CCA
292
Cadent Capital Advisors
Oklahoma
$275K -$889K -22,313 -74%
QCM
293
Quantinno Capital Management
New York
$275K +$305K +7,647 New
EF
294
Empowered Funds
Pennsylvania
$271K -$69.3K -1,740 -19%
JJBC
295
James J. Burns & Company
New York
$271K +$300K +7,530 New
NP
296
NorthRock Partners
Minnesota
$270K +$299K +7,500 New
VCM
297
Voleon Capital Management
California
$270K -$117K -2,925 -28%
PAA
298
Peregrine Asset Advisers
Oregon
$268K -$72.8K -1,827 -20%
UCFA
299
United Capital Financial Advisors
Texas
$265K +$85.5K +2,145 +41%
OIA
300
Optimum Investment Advisors
Illinois
$254K +$281K +7,063 New

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.