We are live on ! Find out more
SMR icon

NuScale Power

323 hedge funds and large institutions have $1.01B invested in NuScale Power in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 54 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 54

44% more call options, than puts

Call options by funds: $109M | Put options by funds: $75.3M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

6% more funds holding

Funds holding: 305323 (+18)

4.22% more ownership

Funds ownership: 49.29%53.52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.06B → $1.01B (-$49.1M)

Holders
323
Holders Change
+18
Holders Change %
+5.9%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
82
Increased
146
Reduced
54
Closed
59
Calls
$109M
Puts
$75.3M
Net Calls
+$33.2M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$682K +$131K +6,500 +17%
SS
102
SBI Securities
Japan
$669K +$638K +31,551 +201%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$644K +$159K +7,852 +21%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$630K +$707K +34,965 +366%
CF
105
Corebridge Financial
Texas
$627K +$44.1K +2,181 +5%
HighTower Advisors
106
HighTower Advisors
Illinois
$615K +$509K +25,174 +138%
BCV
107
Banque Cantonale Vaudoise
Switzerland
$601K +$858K +42,467 New
HSA
108
Hussman Strategic Advisors
Maryland
$595K
PIC
109
Portland Investment Counsel
Ontario, Canada
$566K
Truist Financial
110
Truist Financial
North Carolina
$547K +$252K +12,489 +48%
KPWS
111
Kestra Private Wealth Services
Texas
$535K +$445K +22,023 +140%
BEI
112
Benjamin Edwards Inc
Missouri
$535K +$296K +14,627 +63%
AQR Capital Management
113
AQR Capital Management
Connecticut
$533K +$207K +10,244 +37%
PAS
114
Park Avenue Securities
New York
$516K +$405K +20,039 +122%
KWA
115
Kingswood Wealth Advisors
California
$514K +$435K +21,507 +146%
CL
116
CSS LLC
Illinois
$506K -$5.17M -255,600 -88%
BOSSRA
117
B.O.S.S. Retirement Advisors
Utah
$501K +$715K +35,369 New
Universal-Beteiligungs- und Servicegesellschaft
118
Universal-Beteiligungs- und Servicegesellschaft
Germany
$484K +$691K +34,200 New
GCM
119
Gables Capital Management
Florida
$473K +$675K +33,400 New
PCP
120
Perbak Capital Partners
United Kingdom
$473K +$675K +33,396 New
AAS
121
Avantax Advisory Services
Texas
$434K +$300K +14,838 +94%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$425K -$192K -9,475 -24%
BCI
123
Brinker Capital Investments
Pennsylvania
$423K +$399K +19,735 +195%
OPS
124
Orion Portfolio Solutions
Nebraska
$423K +$399K +19,735 +195%
ASRS
125
Arizona State Retirement System
Arizona
$420K +$99K +4,899 +20%

SMR Hedge Fund Activity: Q1 2025 in Review

323 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q1 2025, worth a combined $1.01B — down 4.6% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SMR positions and 59 closed out — a net gain of 23 holders — while 146 added to existing stakes and 54 trimmed.

The largest buyer was VanEck Associates, adding an estimated $48.8M. The largest seller was Goldman Sachs, cutting an estimated $23.5M.

  • 323 institutional investors held NuScale Power (SMR) as of Q1 2025, up from 305 in Q4 2024.
  • Funds reported $1.01B of NuScale Power stock for Q1 2025, down 4.6% quarter-over-quarter.
  • 82 funds opened new NuScale Power positions in Q1 2025 and 59 closed out, a net change of +23 holders.
  • The largest NuScale Power buyer in Q1 2025 was VanEck Associates, an estimated $48.8M added.
  • The largest NuScale Power seller in Q1 2025 was Goldman Sachs, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2025.