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NuScale Power
SMR

305 hedge funds and large institutions have $1.06B invested in NuScale Power in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 107 increasing their positions, 37 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 29

189% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 37

105% more capital invested

Capital invested by funds: $515M → $1.06B (+$542M)

62% more call options, than puts

Call options by funds: $173M | Put options by funds: $107M

49% more funds holding

Funds holding: 205 → 305 (+100)

2.92% more ownership

Funds ownership: 46.37% → 49.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
305
Holders Change
+100
Holders Change %
+48.78%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
133
Increased
107
Reduced
37
Closed
29
Calls
$173M
Puts
$107M
Net Calls
+$65.9M
Net Calls Change
+$21.7M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$39.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$38.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.3M
4
Goldman Sachs
Goldman Sachs
New York
+$21.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.2M

Top Sellers

1
Swedbank
Swedbank
Sweden
-$25.8M
2
Invesco
Invesco
Georgia
-$13.5M
3
SCP
SailingStone Capital Partners
Texas
-$9.46M
4
Jane Street
Jane Street
New York
-$6.4M
5
RCW
Rheos Capital Works
Japan
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
151
Per Stirling Capital Management
Texas
$292K +$51.3K +2,484 +18%
LC
152
Lincoln Capital
Nebraska
$286K – – –
AAS
153
Avantax Advisory Services
Texas
$284K +$98.7K +4,785 +43%
KPWS
154
Kestra Private Wealth Services
Texas
$282K -$16.5K -800 -5%
SS
155
SBI Securities
Japan
$282K +$324K +15,707 New
CIA
156
Concurrent Investment Advisors
Florida
$281K +$323K +15,648 New
TIA
157
Tiemann Investment Advisors
California
$278K +$320K +15,500 New
TE
158
Tema ETFs
New York
$277K +$319K +15,456 New
LSA
159
L & S Advisors
California
$277K +$318K +15,435 New
Jones Financial Companies
160
Jones Financial Companies
Missouri
$276K +$277K +13,405 +672%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$272K +$313K +15,166 New
EWS
162
Evergreen Wealth Solutions
Pennsylvania
$268K +$7.84K +380 +3%
KWA
163
Kingswood Wealth Advisors
California
$265K +$305K +14,779 New
SWM
164
Spire Wealth Management
Virginia
$262K +$301K +14,612 New
Wolverine Trading
165
Wolverine Trading
Illinois
$260K +$81.4K +3,947 +38%
IAP
166
Indie Asset Partners
Indiana
$257K -$91.8K -4,450 -24%
NFSG
167
Newbridge Financial Services Group
Florida
$247K +$141K +6,855 +99%
TRCT
168
Tower Research Capital (TRC)
New York
$247K +$167K +8,085 +143%
SFS
169
Sowell Financial Services
Arkansas
$244K +$280K +13,583 New
HKAM
170
Horizon Kinetics Asset Management
New York
$243K +$280K +13,550 New
SPA
171
Sherbrooke Park Advisers
New York
$241K +$277K +13,446 New
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$234K +$192K +9,312 +248%
PCM
173
Prelude Capital Management
New York
$228K +$262K +12,717 New
CCG
174
Catalina Capital Group
California
$227K +$495 +24 +0.2%
WC
175
Waterloo Capital
Texas
$226K +$260K +12,625 New
5 6
7
8 9

SMR Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2024, worth a combined $1.06B — up 105% from $515M a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SMR positions and 29 closed out — a net gain of 104 holders — while 107 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $39.4M. The largest seller was Swedbank, cutting an estimated $25.8M.

  • 305 institutional investors held NuScale Power (SMR) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.06B of NuScale Power stock for Q4 2024, up 105% quarter-over-quarter.
  • 133 funds opened new NuScale Power positions in Q4 2024 and 29 closed out, a net change of +104 holders.
  • The largest NuScale Power buyer in Q4 2024 was UBS Group, an estimated $39.4M added.
  • The largest NuScale Power seller in Q4 2024 was Swedbank, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2024.