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NuScale Power

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: 205305 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$225K +$161K +7,815 +782%
WWM
177
Wolff Wiese Magana
California
$225K +$258K +12,523 +125,230%
AIP
178
Almanack Investment Partners
Pennsylvania
$219K +$252K +12,216 New
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$217K -$102K -4,966 -29%
FFA
180
Farther Finance Advisors
California
$216K +$1.3K +63 +0.5%
SRL
181
Scientech Research LLC
New Jersey
$209K +$241K +11,680 New
GEA
182
Glen Eagle Advisors
New Jersey
$208K +$240K +11,618 New
State Board of Administration of Florida Retirement System
183
State Board of Administration of Florida Retirement System
Florida
$208K
IAA
184
Independent Advisor Alliance
North Carolina
$208K +$239K +11,576 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$207K +$238K +11,548 New
MOS
186
MGO One Seven
Ohio
$202K +$233K +11,293 New
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$202K +$233K +11,274 New
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$200K +$230K +11,161 New
AWM
189
AE Wealth Management
Kansas
$198K +$228K +11,049 New
IA
190
Integrity Alliance
Iowa
$198K +$227K +11,019 New
EAM
191
Evanson Asset Management
California
$197K -$433K -21,000 -66%
Victory Capital Management
192
Victory Capital Management
Texas
$191K +$13.5K +656 +7%
KA
193
Kercheville Advisors
Texas
$188K +$217K +10,500 New
Creative Planning
194
Creative Planning
Kansas
$185K +$213K +10,301 New
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K +$173K +8,385 +479%
BCI
196
Brinker Capital Investments
Pennsylvania
$182K +$209K +10,130 New
OPS
197
Orion Portfolio Solutions
Nebraska
$182K +$209K +10,130 New
SDH
198
Sloy Dahl & Holst
Washington
$180K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$171K +$87.5K +4,243 +80%
AIP
200
Ameritas Investment Partners
Nebraska
$159K +$26K +1,260 +17%