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NuScale Power

441 hedge funds and large institutions have $3.48B invested in NuScale Power in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 139 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 41

245% more capital invested

Capital invested by funds: $1.01B → $3.48B (+$2.47B)

42% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 98

37% more funds holding

Funds holding: 323441 (+118)

34% more call options, than puts

Call options by funds: $526M | Put options by funds: $391M

12.43% more ownership

Funds ownership: 53.52%65.95% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
441
Holders Change
+118
Holders Change %
+36.53%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
164
Increased
139
Reduced
98
Closed
41
Calls
$526M
Puts
$391M
Net Calls
+$135M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
176
Marex Group
$717K +$455K +18,121 New
FFA
177
Farther Finance Advisors
California
$703K +$122K +4,864 +38%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$679K +$35K +1,396 +8%
OFS
179
OneAscent Financial Services
Alabama
$669K +$424K +16,905 New
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$669K +$4.29K +171 +1%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$666K +$126K +5,035 +43%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$643K -$709K -28,252 -63%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$636K +$403K +16,070 New
SG Americas Securities
184
SG Americas Securities
New York
$632K +$401K +15,988 New
KFS
185
Kaizen Financial Strategies
California
$619K +$30.1K +1,200 +8%
HT
186
HAP Trading
New York
$619K +$392K +15,639 New
CWM
187
CIBC World Markets
New York
$618K -$111K -4,441 -22%
TRCT
188
Tower Research Capital (TRC)
New York
$603K -$241K -9,605 -39%
BAM
189
Blueshift Asset Management
New Jersey
$600K +$380K +15,156 New
EWS
190
Evergreen Wealth Solutions
Pennsylvania
$591K
OC
191
Oppenheimer & Co
New York
$586K +$372K +14,812 New
BSG
192
Black Swift Group
Colorado
$585K +$371K +14,780 New
CIA
193
Concurrent Investment Advisors
Florida
$578K -$37.9K -1,509 -9%
IA
194
Integrity Alliance
Iowa
$578K -$65.4K -2,605 -15%
SF
195
Synovus Financial
Georgia
$569K +$361K +14,383 New
Victory Capital Management
196
Victory Capital Management
Texas
$559K +$18.6K +741 +6%
MWM
197
Moran Wealth Management
Florida
$554K +$351K +14,005 New
IAA
198
Independent Advisor Alliance
North Carolina
$552K +$350K +13,947 New
TWM
199
TCFG Wealth Management
California
$549K +$348K +13,885 New
TIA
200
Tiemann Investment Advisors
California
$534K -$12.5K -500 -4%

SMR Hedge Fund Activity: Q2 2025 in Review

441 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q2 2025, worth a combined $3.48B — up 245% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new SMR positions and 41 closed out — a net gain of 123 holders — while 139 added to existing stakes and 98 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $76.7M. The largest seller was Citadel Advisors, cutting an estimated $42.2M.

  • 441 institutional investors held NuScale Power (SMR) as of Q2 2025, up from 323 in Q1 2025.
  • Funds reported $3.48B of NuScale Power stock for Q2 2025, up 245% quarter-over-quarter.
  • 164 funds opened new NuScale Power positions in Q2 2025 and 41 closed out, a net change of +123 holders.
  • The largest NuScale Power buyer in Q2 2025 was D.E. Shaw & Co, an estimated $76.7M added.
  • The largest NuScale Power seller in Q2 2025 was Citadel Advisors, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2025.