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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
DADC
151
D.A. Davidson & Co
Montana
$292K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$289K +$149K +7,361 +56%
CWM
153
CIBC World Markets
New York
$284K +$406K +20,065 New
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$279K +$52.2K +2,581 +15%
ProShare Advisors
155
ProShare Advisors
Maryland
$277K -$86.6K -4,284 -18%
Franklin Resources
156
Franklin Resources
California
$277K +$395K +19,555 New
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$274K -$64.1K -3,170 -14%
TPWA
158
TRUE Private Wealth Advisors
Oregon
$269K +$383K +18,969 New
Jane Street
159
Jane Street
New York
$261K -$22.5K -1,112 -6%
State Board of Administration of Florida Retirement System
160
State Board of Administration of Florida Retirement System
Florida
$255K +$130K +6,420 +55%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K +$153K +7,555 +75%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$248K +$121K +5,974 +52%
IA
163
Integrity Alliance
Iowa
$244K +$125K +6,200 +56%
TSS
164
Two Sigma Securities
New York
$242K +$345K +17,087 New
SFI
165
Susquehanna Fundamental Investments
Pennsylvania
$239K
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$237K +$93.5K +4,627 +38%
PWP
167
Private Wealth Partners
California
$234K +$334K +16,500 New
CIAM
168
Caitong International Asset Management
Hong Kong
$229K +$327K +16,187 New
CIA
169
Concurrent Investment Advisors
Florida
$228K +$9.66K +478 +3%
FFA
170
Florida Financial Advisors
Florida
$219K +$311K +15,410 New
EAM
171
Evanson Asset Management
California
$212K +$80.8K +4,000 +36%
EWS
172
Evergreen Wealth Solutions
Pennsylvania
$212K
TWPM
173
Total Wealth Planning & Management
Florida
$206K -$70.7K -3,500 -19%
KFS
174
Kaizen Financial Strategies
California
$204K +$292K +14,441 New
TIA
175
Tiemann Investment Advisors
California
$198K -$30.3K -1,500 -10%

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.