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NuScale Power

434 hedge funds and large institutions have $3.47B invested in NuScale Power in 2025 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 137 increasing their positions, 96 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+115
Holders Change %
+36.05%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
162
Increased
137
Reduced
96
Closed
40
Calls
$526M
Puts
$391M
Net Calls
+$135M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$679K +$50.1K +1,396 +8%
OFS
177
OneAscent Financial Services
Alabama
$669K +$669K +16,905 New
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$669K +$6.77K +171 +1%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$666K +$199K +5,035 +43%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$643K -$1.12M -28,252 -63%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$636K +$636K +16,070 New
SG Americas Securities
182
SG Americas Securities
New York
$632K +$632K +15,988 New
KFS
183
Kaizen Financial Strategies
California
$619K +$47.5K +1,200 +8%
HT
184
HAP Trading
New York
$619K +$619K +15,639 New
CWM
185
CIBC World Markets
New York
$618K -$176K -4,441 -22%
TRCT
186
Tower Research Capital (TRC)
New York
$603K -$380K -9,605 -39%
BAM
187
Blueshift Asset Management
New Jersey
$600K +$600K +15,156 New
EWS
188
Evergreen Wealth Solutions
Pennsylvania
$591K
OC
189
Oppenheimer & Co
New York
$586K +$586K +14,812 New
BSG
190
Black Swift Group
Colorado
$585K +$585K +14,780 New
CIA
191
Concurrent Investment Advisors
Florida
$578K -$59.7K -1,509 -9%
IA
192
Integrity Alliance
Iowa
$578K -$103K -2,605 -15%
SF
193
Synovus Financial
Georgia
$569K +$569K +14,383 New
Victory Capital Management
194
Victory Capital Management
Texas
$559K +$29.3K +741 +6%
MWM
195
Moran Wealth Management
Florida
$554K +$554K +14,005 New
IAA
196
Independent Advisor Alliance
North Carolina
$552K +$552K +13,947 New
TWM
197
TCFG Wealth Management
California
$549K +$549K +13,885 New
TIA
198
Tiemann Investment Advisors
California
$534K -$19.8K -500 -4%
ASN
199
Advisory Services Network
Georgia
$532K -$2.66M -52,975 -83%
NFSG
200
Newbridge Financial Services Group
Florida
$524K -$19.8K -500 -4%