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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
1832 Asset Management
151
1832 Asset Management
Ontario, Canada
$1.2M -$5.17M -129,800 -80%
CAM
152
Cresset Asset Management
Illinois
$1.2M +$1.33M +33,268 New
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$1.2M -$132K -3,315 -9%
OC
154
Oppenheimer & Co
New York
$1.16M +$696K +17,475 +118%
SP
155
SIH Partners
Delaware
$1.14M +$1.26M +31,734 New
SFS
156
Sowell Financial Services
Arkansas
$1.14M +$241K +6,051 +24%
TFS
157
Thoroughbred Financial Services
Tennessee
$1.12M +$37.9K +950 +3%
HWAM
158
Hennion & Walsh Asset Management
New Jersey
$1.11M +$448K +11,244 +57%
KK
159
KLP Kapitalforvaltning
Norway
$1.09M +$67.7K +1,700 +6%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$1.08M +$77.7K +1,950 +7%
GCM
161
Gables Capital Management
Florida
$1.07M -$35.9K -900 -3%
RS
162
Rakuten Securities
Japan
$1.06M +$277K +6,941 +31%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$312K +7,824 +41%
BCV
164
Banque Cantonale Vaudoise
Switzerland
$1.03M +$233K +5,842 +26%
WE
165
Wealth Effects
Massachusetts
$1.03M -$721K -18,100 -39%
Prudential Financial
166
Prudential Financial
New Jersey
$1.02M +$39.5K +990 +4%
State Board of Administration of Florida Retirement System
167
State Board of Administration of Florida Retirement System
Florida
$987K
PJWM
168
Philip James Wealth Mangement
Georgia
$952K -$127K -3,187 -11%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$946K +$399K +10,018 +62%
HT
170
HAP Trading
New York
$939K +$416K +10,445 +67%
MAG
171
MRA Advisory Group
New Jersey
$913K +$690K +17,315 +215%
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$901K -$70.4K -1,766 -7%
GS
173
GTS Securities
New York
$890K +$985K +24,722 New
PP
174
Paloma Partners
Connecticut
$864K +$956K +24,000 New
SEI Investments
175
SEI Investments
Pennsylvania
$860K -$17.8K -447 -2%

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.