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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
LCG
101
Lisanti Capital Growth
New York
$2.35M +$2.6M +65,274 New
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$2.32M +$204K +5,108 +9%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$2.29M -$433K -10,873 -15%
Truist Financial
104
Truist Financial
North Carolina
$2.28M +$624K +15,658 +33%
AG
105
Algert Global
California
$2.25M +$583K +14,620 +31%
CPC
106
Cookson Peirce & Co
Pennsylvania
$2.2M +$117K +2,939 +5%
IIM
107
INTECH Investment Management
Florida
$2.18M -$1.23M -30,884 -34%
ACMH
108
Andar Capital Management (HK)
Hong Kong
$2.16M +$2.39M +60,000 New
Creative Planning
109
Creative Planning
Kansas
$2.15M -$578K -14,493 -19%
PA
110
Parallel Advisors
California
$2.12M +$13.8K +347 +0.6%
MA
111
Mutual Advisors
Nebraska
$2.08M +$2.21M +55,336 New
BBA
112
Baader Bank Aktiengesellschaft
Germany
$1.98M +$2.19M +55,000 New
MML Investors Services
113
MML Investors Services
Massachusetts
$1.93M +$634K +15,907 +42%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.89M -$545K -13,671 -21%
GAM
115
Gotham Asset Management
New York
$1.87M -$760K -19,081 -27%
KPWS
116
Kestra Private Wealth Services
Texas
$1.87M +$209K +5,250 +11%
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$1.85M +$2.04M +51,194 New
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$1.83M
IMC Chicago
119
IMC Chicago
Illinois
$1.81M +$2M +50,185 New
VVP
120
Venture Visionary Partners
Ohio
$1.8M +$1.99M +49,913 New
SWP
121
Stratos Wealth Partners
Ohio
$1.79M +$1.76M +44,263 +798%
JSL
122
JT Stratford LLC
Georgia
$1.76M -$232K -5,817 -11%
SS
123
SBI Securities
Japan
$1.7M +$377K +9,452 +25%
SA
124
Sanctuary Advisors
Indiana
$1.68M +$331K +8,307 +22%
YIH
125
Y-Intercept (HK)
Hong Kong
$1.68M -$1.23M -30,758 -40%

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.