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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
PCIA
301
Prime Capital Investment Advisors
Kansas
$206K +$131K +5,211 New
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K -$313K -12,480 -71%
TPW
303
Talon Private Wealth
Florida
$204K +$130K +5,165 New
MCM
304
Mengis Capital Management
Oregon
$201K +$127K +5,075 New
GCS
305
Gordian Capital (Singapore)
Singapore
$201K +$106K +4,212 +490%
N
306
Natixis
France
$197K -$90.2K -3,595 -42%
PIA
307
Perennial Investment Advisors
California
$190K +$120K +4,800 New
SWM
308
Spire Wealth Management
Virginia
$181K +$113K +4,500 +6,164%
ACM
309
Anfield Capital Management
California
$181K +$2.48K +99 +2%
CA
310
CoreCap Advisors
Michigan
$172K -$4.12K -164 -4%
TFM
311
TFC Financial Management
Massachusetts
$168K +$13.1K +522 +14%
GWM
312
Geneos Wealth Management
Colorado
$163K -$114K -4,560 -53%
Federated Hermes
313
Federated Hermes
Pennsylvania
$163K +$79.9K +3,186 +344%
UBP
314
Union Bancaire Privee
Switzerland
$154K +$9.69K +386 +9%
SSG
315
Summit Securities Group
New York
$154K -$143K -5,695 -59%
HIMS
316
Hager Investment Management Services
New Hampshire
$146K +$92.8K +3,699 New
SHIM
317
Stone House Investment Management
Pennsylvania
$140K
FMP
318
Financial Management Professionals
Texas
$127K +$67.6K +2,695 +514%
KBC Group
319
KBC Group
Belgium
$126K -$18.3K -731 -19%
AB
320
Amalgamated Bank
New York
$123K
Nisa Investment Advisors
321
Nisa Investment Advisors
Missouri
$116K +$32.2K +1,282 +78%
AAP
322
Arax Advisory Partners
Colorado
$116K +$73.3K +2,923 New
SWP
323
Strategic Wealth Partners
Ohio
$103K +$65.3K +2,602 New
HBT
324
Hills Bank & Trust
Iowa
$100K +$63.7K +2,537 New
National Bank of Canada
325
National Bank of Canada
Quebec, Canada
$98.9K -$101K -4,037 -62%

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.