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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
OSNBOA
376
Old Second National Bank of Aurora
Illinois
$15.8K +$10K +400 New
AGWCA
377
Annis Gardner Whiting Capital Advisors
Florida
$15.4K +$1.51K +60 +18%
OP
378
ORG Partners
Indiana
$15.3K +$2.01K +80 +23%
BMC
379
Bear Mountain Capital
Washington
$15.1K +$2.51K +100 +50%
CA
380
Clearstead Advisors
Ohio
$13.8K
GSWM
381
Golden State Wealth Management
California
$13.8K
GC
382
Garde Capital
Washington
$13.8K +$8.78K +350 New
GA
383
GoalVest Advisory
New York
$13.6K +$8.61K +343 New
CWP
384
Concord Wealth Partners
Virginia
$12.9K +$8.18K +326 New
SCM
385
Sterling Capital Management
North Carolina
$12.1K +$5.22K +208 +212%
AAS
386
Ameritas Advisory Services
Nebraska
$11.1K +$7.03K +280 New
PMFA
387
Plante Moran Financial Advisors
Michigan
$10.8K +$602 +24 +10%
SC
388
Swan Capital
Florida
$10.5K +$2.89K +115 +77%
CWM
389
Crowley Wealth Management
Delaware
$9.89K -$6.27K -250 -50%
AIM
390
Anchor Investment Management
South Carolina
$9.3K
PP
391
PFS Partners
New Jersey
$8.98K
MIM
392
MTM Investment Management
South Carolina
$8.51K +$5.39K +215 New
VFM
393
Vision Financial Markets
Connecticut
$8.15K +$5.17K +206 New
WIM
394
Westside Investment Management
California
$7.91K -$67.6K -2,695 -93%
MFT
395
Moisand Fitzgerald Tamayo
Florida
$7.91K
CIR
396
Clear Investment Research
Georgia
$7.91K +$5.02K +200 New
HC
397
Hurley Capital
New York
$5.97K
CMA
398
Cedar Mountain Advisors
Oregon
$5.93K
BIG
399
Brooklyn Investment Group
New York
$4.43K +$2.81K +112 New
VWWMG
400
Vermillion & White Wealth Management Group
Pennsylvania
$4.27K +$2.71K +108 New

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.