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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
SC
451
Swan Capital
Florida
$1.26K -$9.16K -230 -87%
CFFP
452
Center for Financial Planning
Michigan
$1.26K
RWM
453
Rialto Wealth Management
New York
$1.08K
GIA
454
GHP Investment Advisors
Colorado
$972 +$478 +12 +80%
RFP
455
Root Financial Partners
California
$936 +$1.04K +26 New
MAM
456
Meeder Asset Management
Ohio
$828 +$917 +23 New
CFO
457
CVA Family Office
Colorado
$756
DSC
458
Duncker Streett & Co
Missouri
$756
WA
459
WPG Advisers
Maryland
$756 +$837 +21 New
CJ
460
Caitlin John
Michigan
$720 +$797 +20 New
CTC
461
Central Trust Company
Missouri
$720 +$797 +20 New
AWM
462
Accredited Wealth Management
Kentucky
$720 +$38.5K +965 New
BCMIO
463
Beacon Capital Management Inc (Ohio)
Ohio
$540
GWP
464
Gen-Wealth Partners
Michigan
$540
SAM
465
Smartleaf Asset Management
Massachusetts
$534
BFS
466
Bare Financial Services
Pennsylvania
$468 -$478 -12 -48%
KG
467
Kilter Group
New York
$396 +$438 +11 New
ICM
468
Islay Capital Management
Texas
$360 +$398 +10 New
HCM
469
Hollencrest Capital Management
California
$324 +$120 +3 +50%
RWS
470
Retirement Wealth Solutions
Wisconsin
$252 +$279 +7 New
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$108 +$120 +3 New
Toronto Dominion Bank
472
Toronto Dominion Bank
Ontario, Canada
$108 +$120 +3 New
Voloridge Investment Management
473
Voloridge Investment Management
Florida
-$74.7M -1,888,069 Closed
Man Group
474
Man Group
United Kingdom
-$33.9M -856,337 Closed
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
-$20.3M -513,673 Closed

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.