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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
BCM
426
Berbice Capital Management
New York
$5.4K +$5.98K +150 New
TPBG
427
Turning Point Benefit Group
Maryland
$4.91K +$5.34K +134 New
DWM
428
Dogwood Wealth Management
Kansas
$4.32K -$14K -352 -75%
Bessemer Group
429
Bessemer Group
New Jersey
$4K +$1.83K +46 +79%
VWWMG
430
Vermillion & White Wealth Management Group
Pennsylvania
$3.89K
TCM
431
TD Capital Management
Tennessee
$3.71K
KHC
432
Koesten Hirschmann & Crabtree
Kansas
$3.6K
MSG
433
Main Street Group
Virginia
$3.6K
PCFFS
434
Pacific Center for Financial Services
California
$3.6K
SIS
435
Strategic Investment Solutions
Illinois
$3.6K
FHC
436
First Horizon Corporation
Tennessee
$3.31K +$3.67K +92 New
AAG
437
Accordant Advisory Group
Maryland
$2.88K
HNB
438
Hilltop National Bank
Wyoming
$2.7K
AssetMark Inc
439
AssetMark Inc
California
$2.7K +$1.47K +37 +97%
QL
440
Quarry LP
New York
$2.56K -$69.9K -1,755 -96%
IRC
441
Investors Research Corp
Georgia
$2.52K
SA
442
Scarborough Advisors
Maryland
$2.27K +$837 +21 +50%
TCM
443
Tradewinds Capital Management
Washington
$2.09K +$159 +4 +7%
CA
444
CoreCap Advisors
Michigan
$1.98K -$171K -4,296 -99%
AP
445
Aspect Partners
Virginia
$1.87K -$877 -22 -30%
RA
446
Rise Advisors
New York
$1.76K
T
447
Tidemark
California
$1.76K +$797 +20 +69%
MA
448
MCF Advisors
Kentucky
$1.44K
SS
449
Sunbelt Securities
Texas
$1.44K
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$1.37K

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.