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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
LSA
351
L & S Advisors
California
-$277K -15,435 Closed
IAP
352
Indie Asset Partners
Indiana
-$257K -14,350 Closed
SPA
353
Sherbrooke Park Advisers
New York
-$241K -13,446 Closed
PCM
354
Prelude Capital Management
New York
-$228K -12,717 Closed
CCG
355
Catalina Capital Group
California
-$227K -12,662 Closed
WC
356
Waterloo Capital
Texas
-$226K -12,625 Closed
AIP
357
Almanack Investment Partners
Pennsylvania
-$219K -12,216 Closed
SRL
358
Scientech Research LLC
New Jersey
-$209K -11,680 Closed
IAA
359
Independent Advisor Alliance
North Carolina
-$208K -11,576 Closed
Balyasny Asset Management
360
Balyasny Asset Management
Illinois
-$200K -11,161 Closed
KA
361
Kercheville Advisors
Texas
-$188K -10,500 Closed
Macquarie Group
362
Macquarie Group
Australia
-$92 -5,131 Closed
WAM
363
Wolverine Asset Management
Illinois
-$57.2K -3,190 Closed
Twin Tree Management
364
Twin Tree Management
Texas
-$41.6K -2,320 Closed
VWM
365
Venturi Wealth Management
Texas
-$35.5K -1,978 Closed
HCP
366
Hexagon Capital Partners
Arkansas
-$26.9K -1,500 Closed
NWWA
367
New Wave Wealth Advisors
Arkansas
-$12.6K -700 Closed
MA
368
Modus Advisors
Minnesota
-$7.62K -425 Closed
DWM
369
Dogwood Wealth Management
Kansas
-$7.08K -395 Closed
NC
370
NewSquare Capital
Pennsylvania
-$6.81K -380 Closed
AWM
371
Avior Wealth Management
Nebraska
-$4.21K -235 Closed
LI
372
LRI Investments
Florida
-$3.55K -198 Closed
OC
373
Oarsman Capital
Wisconsin
-$2.69K -150 Closed
RFG
374
REAP Financial Group
Texas
-$1.79K -100 Closed
SAM
375
Synergy Asset Management
Washington
-$695 -60 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.