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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
FIA
176
Foundations Investment Advisors
Arizona
$856K -$410K -10,288 -30%
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$848K -$245K -6,150 -21%
AWA
178
Arkadios Wealth Advisors
Georgia
$842K +$488K +12,237 +110%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$829K -$468K -11,749 -34%
XT
180
XTX Topco
Cayman Islands
$826K +$914K +22,945 New
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$818K -$851K -21,351 -48%
AWM
182
AE Wealth Management
Kansas
$818K +$499K +12,522 +123%
SWGC
183
Summit Wealth Group (Colorado)
Colorado
$810K +$816K +20,478 New
SCA
184
Snowden Capital Advisors
New York
$801K +$149K +3,727 +20%
OFS
185
OneAscent Financial Services
Alabama
$797K +$209K +5,244 +31%
SPS
186
Susquehanna Portfolio Strategies
Pennsylvania
$796K +$881K +22,102 New
TCM
187
Traynor Capital Management
Pennsylvania
$794K +$879K +22,052 New
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$792K
SPIA
189
Steward Partners Investment Advisory
New York
$782K +$51.8K +1,301 +6%
AWM
190
Axxcess Wealth Management
California
$781K +$864K +21,687 New
ProShare Advisors
191
ProShare Advisors
Maryland
$781K -$172K -4,318 -17%
DADC
192
D.A. Davidson & Co
Montana
$772K +$25K +627 +3%
MWM
193
Moran Wealth Management
Florida
$771K +$296K +7,423 +53%
SSIM
194
Sheets Smith Investment Management
Texas
$709K +$2.99K +75 +0.4%
IWC
195
Integrated Wealth Concepts
Massachusetts
$680K +$382K +9,591 +103%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$675K +$76.7K +1,925 +11%
FFA
197
Florida Financial Advisors
Florida
$672K +$299K +7,497 +67%
SPC
198
Sigma Planning Corp
Michigan
$641K -$159K -3,981 -18%
TFCM
199
Taylor Frigon Capital Management
Arizona
$636K +$704K +17,659 New
HSBC Holdings
200
HSBC Holdings
United Kingdom
$621K -$649K -16,288 -49%

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.