We are live on ! Find out more
SMR icon

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
PA
301
PSI Advisors
Florida
$1.42K +$2.02K +100 New
SIS
302
Strategic Investment Solutions
Illinois
$1.42K +$2.02K +100 New
SCM
303
Sterling Capital Management
North Carolina
$1.39K +$162 +8 +9%
SWM
304
Spire Wealth Management
Virginia
$1.03K -$294K -14,539 -100%
HBW
305
Hazlett, Burt & Watson
West Virginia
$1K +$1.01K +50 New
Bessemer Group
306
Bessemer Group
New Jersey
$1K +$1.17K +58 New
TCM
307
Tradewinds Capital Management
Washington
$878 +$202 +10 +19%
AP
308
Aspect Partners
Virginia
$736
IRC
309
Investors Research Corp
Georgia
$708 +$1.01K +50 New
LC
310
Lindbrook Capital
California
$651 +$526 +26 +130%
AssetMark Inc
311
AssetMark Inc
California
$637 +$910 +45 New
MA
312
MCF Advisors
Kentucky
$567
SS
313
Sunbelt Securities
Texas
$566
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$538
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$510 +$728 +36 New
CFFP
316
Center for Financial Planning
Michigan
$496 +$707 +35 New
GM
317
GeoWealth Management
Illinois
$453 -$970 -48 -60%
T
318
Tidemark
California
$411 +$586 +29 New
BIA
319
Bell Investment Advisors
California
$298 +$424 +21 New
GIA
320
GHP Investment Advisors
Colorado
$214 +$303 +15 New
GWP
321
Gen-Wealth Partners
Michigan
$212
LP
322
LMR Partners
United Kingdom
-$11.3M -632,830 Closed
PFM
323
Privium Fund Management
Netherlands
-$6.45M -360,001 Closed
SM
324
Skaana Management
New York
-$3.87M -191,274 Closed
EI
325
EAM Investors
California
-$2.98M -166,150 Closed

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.