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NuScale Power

450 hedge funds and large institutions have $1.84B invested in NuScale Power in 2025 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 123 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

26.62% less ownership

Funds ownership: 72.51%45.89% (-27%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less capital invested

Capital invested by funds: $3.5B → $1.84B (-$1.66B)

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$305M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
401
Atlantic Edge Private Wealth Management
Florida
$2.83K
BW
402
Basepoint Wealth
Iowa
$2.83K
CJ
403
Caitlin John
Michigan
$2.76K
FHC
404
First Horizon Corporation
Tennessee
$2.68K
AAG
405
Accordant Advisory Group
Maryland
$2.55K
OCM
406
Orion Capital Management
California
$2.54K
RIAS
407
Rachor Investment Advisory Services
Michigan
$2.18K
HC
408
Hurley Capital
New York
$2.14K
CMA
409
Cedar Mountain Advisors
Oregon
$2.13K
TSMHT
410
Thurston Springer Miller Herd & Titak
Indiana
$2.13K
MA
411
MCF Advisors
Kentucky
$2.06K
AW
412
Avion Wealth
Texas
$2K
SC
413
Swan Capital
Florida
$1.91K
AssetMark Inc
414
AssetMark Inc
California
$1.69K
VWWMG
415
Vermillion & White Wealth Management Group
Pennsylvania
$1.53K
TCM
416
TD Capital Management
Tennessee
$1.46K
SIS
417
Strategic Investment Solutions
Illinois
$1.42K
LWMI
418
Legacy Wealth Management (Idaho)
Idaho
$1.42K
AW
419
Ankerstar Wealth
Texas
$1.42K
GAFA
420
Garton & Associates Financial Advisors
Kentucky
$1.42K
GWP
421
Gen-Wealth Partners
Michigan
$1.18K
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$1.16K
HNB
423
Hilltop National Bank
Wyoming
$1.06K
Bessemer Group
424
Bessemer Group
New Jersey
$1K
IRC
425
Investors Research Corp
Georgia
$992