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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
CA
401
Clearstead Advisors
Ohio
$12.6K
CWP
402
Concord Wealth Partners
Virginia
$11.7K
BMC
403
Bear Mountain Capital
Washington
$11.5K
FC
404
Financial Consulate
Maryland
$11.2K +$12.4K +310 New
SCM
405
Sterling Capital Management
North Carolina
$11.1K +$40 +1 +0.3%
AIC
406
Archer Investment Corporation
Indiana
$10.8K +$12K +300 New
GCS
407
Gordian Capital (Singapore)
Singapore
$9.79K -$191K -4,800 -95%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$9.76K +$10.2K +257 +1,836%
PMFA
409
Plante Moran Financial Advisors
Michigan
$9K -$956 -24 -9%
CWM
410
Crowley Wealth Management
Delaware
$9K
C
411
Covestor
United Kingdom
$9K +$9.92K +249 +3,113%
TWM
412
Tripletail Wealth Management
Florida
$8.72K +$7.97K +200 New
AIM
413
Anchor Investment Management
South Carolina
$8.46K
PP
414
PFS Partners
New Jersey
$8.17K
MIM
415
MTM Investment Management
South Carolina
$7.74K
VFM
416
Vision Financial Markets
Connecticut
$7.42K
CIR
417
Clear Investment Research
Georgia
$7.2K
MFT
418
Moisand Fitzgerald Tamayo
Florida
$7.2K
WIM
419
Westside Investment Management
California
$7.2K
AW
420
Avion Wealth
Texas
$7K +$3.98K +100 +88%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$7K +$8.09K +203 New
OCM
422
Orion Capital Management
California
$5.98K +$2.39K +60 +57%
HC
423
Hurley Capital
New York
$5.44K
TSMHT
424
Thurston Springer Miller Herd & Titak
Indiana
$5.4K -$25.3K -634 -81%
CMA
425
Cedar Mountain Advisors
Oregon
$5.4K

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.