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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
BTI
351
Blue Trust Inc
Georgia
$68.6K +$27.1K +681 +56%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$67.8K -$31.5K -791 -30%
TFA
353
Toth Financial Advisory
Virginia
$67.5K +$6.58K +165 +10%
HI
354
Harbour Investments
Wisconsin
$65.8K +$26.7K +671 +58%
FCAS
355
First Command Advisory Services
Texas
$64.5K
AA
356
Ancora Advisors
Ohio
$63.9K +$70.7K +1,775 +177,500%
EWA
357
EverSource Wealth Advisors
Alabama
$62.9K +$2.07K +52 +3%
MCM
358
MAI Capital Management
Ohio
$59.5K +$17.8K +447 +37%
KFP
359
Kerr Financial Planning
California
$56.2K +$104K +2,600 New
DWA
360
Delos Wealth Advisors
Texas
$55.8K +$9.96K +250 +19%
DAL
361
Delta Accumulation LLC
California
$55.6K +$191K +4,800 New
HNB
362
Huntington National Bank
Ohio
$53.8K
AUB
363
Atlantic Union Bankshares
Virginia
$52.2K -$3.98K -100 -6%
OSNBOA
364
Old Second National Bank of Aurora
Illinois
$50.4K +$39.9K +1,000 +250%
AF
365
Advisornet Financial
Minnesota
$49.5K +$53.6K +1,345 +4,483%
OA
366
Operose Advisors
Wisconsin
$48.7K
S
367
SignatureFD
Georgia
$42.1K +$6.89K +173 +17%
SGK
368
Steigerwald Gordon & Koch
Virginia
$41.4K +$45.8K +1,150 New
BNP Paribas Asset Management
369
BNP Paribas Asset Management
France
$41K +$917 +23 +2%
SIC
370
Salem Investment Counselors
North Carolina
$40.3K
BFS
371
Burkett Financial Services
South Carolina
$39.6K +$15.9K +400 +57%
AAS
372
Ameritas Advisory Services
Nebraska
$39.6K +$32.7K +820 +293%
RIL
373
Rothschild Investment LLC
Illinois
$36.9K -$3.98K -100 -9%
CI
374
CAZ Investments
Texas
$36K
ITIM
375
Indiana Trust & Investment Management
Indiana
$34.2K +$37.9K +950 New

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.