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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
VA
301
VestGen Advisors
Illinois
$254K +$281K +7,063 New
PG
302
Patten Group
Tennessee
$250K +$276K +6,931 New
AWM
303
Accel Wealth Management
Iowa
$248K +$42.8K +1,075 +19%
TWM
304
TCFG Wealth Management
California
$246K -$281K -7,049 -51%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$245K +$1.47K +37 +0.5%
MIG
306
McGuire Investment Group
Rhode Island
$240K +$266K +6,664 New
William Blair & Company
307
William Blair & Company
Illinois
$230K +$254K +6,378 New
HSA
308
HBK Sorce Advisory
Pennsylvania
$229K +$171K +4,286 New
ZIG
309
Zullo Investment Group
Pennsylvania
$229K +$5.78K +145 +2%
BAG
310
Bridgewealth Advisory Group
California
$228K +$253K +6,347 New
RS
311
R Squared
Hong Kong
$226K -$105K -2,629 -30%
FHA
312
Flagship Harbor Advisors
Massachusetts
$223K +$247K +6,198 New
LSIA
313
LaSalle St. Investment Advisors
Illinois
$223K +$1.99K +50 +0.8%
SAI
314
Savvy Advisors Inc
New York
$221K +$245K +6,151 New
PPW
315
Pasadena Private Wealth
California
$221K +$11.4K +287 +5%
OBWG
316
Onyx Bridge Wealth Group
New York
$220K +$27.9K +700 +13%
WA
317
Waverly Advisors
Alabama
$219K +$242K +6,083 New
IA
318
Integrity Alliance
Iowa
$219K -$340K -8,542 -58%
SB
319
Strategic Blueprint
Georgia
$216K +$239K +5,993 New
MWM
320
Meridian Wealth Management
Kentucky
$212K +$1.83K +46 +0.8%
HKAM
321
Horizon Kinetics Asset Management
New York
$207K -$287K -7,200 -56%
GWM
322
Geneos Wealth Management
Colorado
$205K +$62.6K +1,570 +38%
WS
323
Wedbush Securities
California
$204K -$1.73M -43,352 -88%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$201K -$8.77K -220 -4%
FCM
325
Firsthand Capital Management
California
$180K +$199K +5,000 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.