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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
RDFA
376
Ritter Daniher Financial Advisory
Ohio
$33K -$8.93K -224 -20%
1IA
377
1620 Investment Advisors
Massachusetts
$30.6K
GI
378
GAMMA Investing
California
$30.2K +$5.1K +128 +18%
EWM
379
Evermay Wealth Management
Virginia
$25.2K
OWP
380
ORG Wealth Partners
Texas
$25.2K
NRG
381
Nemes Rush Group
Michigan
$25.2K +$27.9K +700 New
SA
382
Strategic Advocates
Utah
$25.1K +$27.8K +697 New
CI
383
CX Institutional
Indiana
$25K +$27.9K +700 New
ATC
384
Adirondack Trust Company
New York
$24.5K +$27.1K +680 New
SWIM
385
Smallwood Wealth Investment Management
New Jersey
$21.6K
WAS
386
Winch Advisory Services
Wisconsin
$21.5K +$1.91K +48 +9%
BWL
387
Bogart Wealth LLC
Virginia
$20.5K +$3.98K +100 +21%
CFD
388
Creative Financial Designs
Indiana
$20.2K
KFI
389
Key Financial Inc
Pennsylvania
$20.1K +$21.9K +550 New
OP
390
ORG Partners
Indiana
$19.1K +$4.18K +105 +25%
GA
391
GoalVest Advisory
New York
$18.1K +$6.38K +160 +47%
FFWM
392
Future Financial Wealth Management
Ohio
$18K
SN
393
Sittner & Nelson
Oregon
$18K
AAG
394
Armstrong Advisory Group
Massachusetts
$17.8K +$19.7K +494 New
LFG
395
Larson Financial Group
Missouri
$17.6K +$159 +4 +0.8%
HWA
396
HHM Wealth Advisors
Tennessee
$15K
AGWCA
397
Annis Gardner Whiting Capital Advisors
Florida
$14.5K +$558 +14 +4%
JFA
398
JNBA Financial Advisors
Minnesota
$14.4K
FRA
399
Front Row Advisors
California
$14.4K +$15.9K +400 New
CIM
400
Contravisory Investment Management
Massachusetts
$13.1K +$14.5K +363 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.