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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
FAIM
126
Financial Advocates Investment Management
Washington
$391K +$22.6K +1,119 +4%
IWC
127
Integrated Wealth Concepts
Massachusetts
$390K +$557K +27,546 New
KK
128
KLP Kapitalforvaltning
Norway
$385K +$117K +5,800 +27%
CCFM
129
Clear Creek Financial Management
Washington
$379K +$87.9K +4,348 +19%
AIS
130
AM Investment Strategies
Tennessee
$378K +$539K +26,660 New
IMC Chicago
131
IMC Chicago
Illinois
$377K +$85.4K +4,223 +19%
KLCM
132
KG&L Capital Management
Louisiana
$365K +$521K +25,770 New
AWA
133
Arkadios Wealth Advisors
Georgia
$365K +$25.9K +1,281 +5%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$363K
TRCT
135
Tower Research Capital (TRC)
New York
$352K +$224K +11,096 +81%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$345K +$493K +24,373 New
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$343K
New York State Common Retirement Fund
138
New York State Common Retirement Fund
New York
$342K
VOYA Investment Management
139
VOYA Investment Management
Georgia
$341K -$21.2K -1,050 -4%
First Trust Advisors
140
First Trust Advisors
Illinois
$337K -$123K -6,081 -20%
BCM
141
Bayesian Capital Management
New York
$333K +$475K +23,500 New
CCA
142
Cadent Capital Advisors
Oklahoma
$325K +$464K +22,963 New
AS
143
Altshuler Shaham
Israel
$323K +$305K +15,091 +195%
SA
144
Sanctuary Advisors
Indiana
$312K +$103K +5,116 +30%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$310K +$28.9K +1,428 +7%
TC
146
TownSquare Capital
Utah
$307K +$438K +21,677 New
Creative Planning
147
Creative Planning
Kansas
$298K +$217K +10,756 +104%
NA
148
NewEdge Advisors
Louisiana
$295K -$203K -10,054 -20%
Corient Private Wealth
149
Corient Private Wealth
Florida
$293K -$9.5K -470 -2%
DnB Asset Management
150
DnB Asset Management
Norway
$293K +$418K +20,659 New

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.