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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
OCM
401
Orion Capital Management
California
$4.19K +$2.66K +106 New
TCM
402
TD Capital Management
Tennessee
$4.08K
AW
403
Avion Wealth
Texas
$4K +$2.86K +114 New
KHC
404
Koesten Hirschmann & Crabtree
Kansas
$3.96K
MSG
405
Main Street Group
Virginia
$3.96K
PCFFS
406
Pacific Center for Financial Services
California
$3.96K
SIS
407
Strategic Investment Solutions
Illinois
$3.96K
AAG
408
Accordant Advisory Group
Maryland
$3.17K +$2.01K +80 New
WW
409
Winnow Wealth
Texas
$3.17K +$2.01K +80 New
HNB
410
Hilltop National Bank
Wyoming
$2.97K +$1.88K +75 New
AP
411
Aspect Partners
Virginia
$2.93K +$552 +22 +42%
IRC
412
Investors Research Corp
Georgia
$2.77K +$502 +20 +40%
CIA
413
Cape Investment Advisory
Georgia
$2.77K +$1.76K +70 New
FVIM
414
Fort Vancouver Investment Management
Washington
$2.49K +$1.58K +63 New
TCM
415
Tradewinds Capital Management
Washington
$2.14K -$201 -8 -13%
Bessemer Group
416
Bessemer Group
New Jersey
$2K
RA
417
Rise Advisors
New York
$1.94K -$1.38K -55 -53%
SA
418
Scarborough Advisors
Maryland
$1.66K +$1.05K +42 New
MA
419
MCF Advisors
Kentucky
$1.58K
AssetMark Inc
420
AssetMark Inc
California
$1.5K -$176 -7 -16%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$1.5K
LSA
422
Leonteq Securities AG
Switzerland
$1.39K -$12.9K -515 -94%
CFFP
423
Center for Financial Planning
Michigan
$1.39K
AF
424
Advisornet Financial
Minnesota
$1.19K +$753 +30 New
RWM
425
Rialto Wealth Management
New York
$1.19K +$753 +30 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.