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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
CRWM
126
Castle Rock Wealth Management
California
$1.63M +$1.32M +33,134 +372%
BFG
127
Bleakley Financial Group
New Jersey
$1.62M +$33K +828 +2%
PIC
128
Portland Investment Counsel
Ontario, Canada
$1.62M
BCI
129
Brinker Capital Investments
Pennsylvania
$1.61M +$485K +12,173 +37%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$1.53M +$239K +6,000 +16%
HSA
131
Hussman Strategic Advisors
Maryland
$1.51M +$1.67M +42,000 New
KWA
132
Kingswood Wealth Advisors
California
$1.48M +$233K +5,839 +17%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$1.45M
CCFM
134
Clear Creek Financial Management
Washington
$1.38M +$122K +3,049 +9%
BOSSRA
135
B.O.S.S. Retirement Advisors
Utah
$1.37M -$34.2K -858 -2%
DnB Asset Management
136
DnB Asset Management
Norway
$1.35M +$404K +10,136 +37%
OMC
137
Old Mission Capital
Illinois
$1.34M +$1.48M +37,149 New
AS
138
Altshuler Shaham
Israel
$1.33M +$509K +12,779 +53%
CL
139
CSS LLC
Illinois
$1.32M +$37.9K +950 +3%
AQR Capital Management
140
AQR Capital Management
Connecticut
$1.31M +$332K +8,325 +30%
PAS
141
Park Avenue Securities
New York
$1.31M +$20.9K +525 +1%
IAA
142
Independent Advisor Alliance
North Carolina
$1.29M +$877K +22,009 +158%
ASRS
143
Arizona State Retirement System
Arizona
$1.28M +$23.4K +587 +2%
PWP
144
Private Wealth Partners
California
$1.27M +$494K +12,400 +54%
Walleye Trading
145
Walleye Trading
New York
$1.27M +$1.4M +35,152 New
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.26M +$255K +6,400 +22%
NA
147
NewEdge Advisors
Louisiana
$1.24M +$666K +16,703 +37%
FFA
148
Farther Finance Advisors
California
$1.22M +$648K +16,256 +92%
FTUS
149
Flow Traders U.S.
New York
$1.22M +$1.11M +27,936 +468%
Franklin Resources
150
Franklin Resources
California
$1.22M +$577K +14,486 +75%

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.