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NuScale Power
SMR

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: 305 → 323 (+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: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
+$48.8M
2
UBS AM
UBS AM
Illinois
+$34.5M
3
Morgan Stanley
Morgan Stanley
New York
+$26.4M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$23.3M
5
UBS Group
UBS Group
Switzerland
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$23.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$20.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.4M
4
Millennium Management
Millennium Management
New York
-$17M
5
LP
LMR Partners
United Kingdom
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
176
Newbridge Financial Services Group
Florida
$195K – – –
HKAM
177
Horizon Kinetics Asset Management
New York
$192K – – –
SFS
178
Sowell Financial Services
Arkansas
$190K -$3.72K -184 -1%
Victory Capital Management
179
Victory Capital Management
Texas
$190K +$55.1K +2,726 +26%
FFA
180
Farther Finance Advisors
California
$189K +$16.8K +833 +7%
PSCM
181
Per Stirling Capital Management
Texas
$187K -$61.3K -3,035 -19%
SPIA
182
Steward Partners Investment Advisory
New York
$184K +$153K +7,578 +140%
LW
183
Lauer Wealth
Indiana
$179K +$215K +10,625 New
GEA
184
Glen Eagle Advisors
New Jersey
$179K +$21.2K +1,050 +9%
SCA
185
Snowden Capital Advisors
New York
$178K +$255K +12,602 New
WWM
186
Wolff Wiese Magana
California
$176K -$2.08K -103 -0.8%
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$170K +$242K +11,982 New
Fidelity Investments
188
Fidelity Investments
Massachusetts
$168K -$17.4M -861,858 -99%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$167K -$68K -3,363 -22%
AIM
190
Aigen Investment Management
New York
$162K +$231K +11,412 New
US Bancorp
191
US Bancorp
Minnesota
$155K +$55K +2,722 +33%
MOS
192
MGO One Seven
Ohio
$154K -$8.04K -398 -4%
AWM
193
AE Wealth Management
Kansas
$150K -$8.67K -429 -4%
WAM
194
Warberg Asset Management
Illinois
$149K +$212K +10,501 New
HSBC Holdings
195
HSBC Holdings
United Kingdom
$149K -$869K -42,991 -80%
RS
196
Rakuten Securities
Japan
$145K +$55K +2,723 +36%
SDH
197
Sloy Dahl & Holst
Washington
$143K +$1.05K +52 +0.5%
NEWAS
198
N.E.W. Advisory Services
Wisconsin
$141K +$202K +9,989 New
AF
199
Allworth Financial
California
$140K -$7.6K -376 -4%
SSG
200
Summit Securities Group
New York
$136K +$194K +9,593 New
6 7
8
9 10

SMR Hedge Fund Activity: Q1 2025 in Review

323 of the 7,458 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.