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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
SOAMC
326
Spirit of America Management Corp
New York
$162K +$179K +4,500 New
JFG
327
Jefferies Financial Group
New York
$161K +$178K +4,465 New
GTAM
328
Global Trust Asset Management
Florida
$159K +$176K +4,426 New
N
329
Natixis
France
$157K -$25K -627 -13%
UBP
330
Union Bancaire Privee
Switzerland
$154K +$877 +22 +0.5%
LSA
331
Leonteq Securities AG
Switzerland
$150K +$164K +4,119 +11,769%
AB
332
Amalgamated Bank
New York
$148K +$39.5K +991 +32%
TFM
333
TFC Financial Management
Massachusetts
$147K -$6.74K -169 -4%
IA
334
IFP Advisors
Florida
$143K +$89.2K +2,239 +128%
SHIM
335
Stone House Investment Management
Pennsylvania
$130K +$2.47K +62 +2%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$118K +$55.2K +1,384 +73%
FMP
337
Financial Management Professionals
Texas
$116K
KBC Group
338
KBC Group
Belgium
$115K
Comerica Bank
339
Comerica Bank
Texas
$108K -$179K -4,486 -60%
AAP
340
Arax Advisory Partners
Colorado
$107K +$1.75K +44 +2%
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
$106K +$1.04K +26 +0.9%
ACM
342
Anfield Capital Management
California
$92.5K -$79.7K -2,000 -44%
SWP
343
Strategic Wealth Partners
Ohio
$88.3K -$5.98K -150 -6%
SC
344
SouthState Corp
Florida
$82.8K
HFS
345
Hantz Financial Services
Michigan
$81K +$72.5K +1,820 +423%
GSWM
346
Golden State Wealth Management
California
$76.5K +$70.7K +1,775 +507%
Parallax Volatility Advisers
347
Parallax Volatility Advisers
California
$75.6K +$2.19K +55 +3%
HPC
348
HM Payson & Co
Maine
$75.1K +$44.5K +1,117 +115%
AFG
349
Albion Financial Group
Utah
$73.6K
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$72.4K -$8.97K -225 -10%

SMR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,620 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.