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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
A
201
AlphaQuest
New York
$150K -$135K -6,559 -44%
FFO
202
Fortitude Family Office
Arizona
$150K
US Bancorp
203
US Bancorp
Minnesota
$148K +$74.4K +3,604 +78%
AS
204
Altshuler Shaham
Israel
$139K +$160K +7,751 New
Walleye Capital
205
Walleye Capital
New York
$136K +$157K +7,587 New
RS
206
Rakuten Securities
Japan
$134K +$155K +7,490 New
TFM
207
TFC Financial Management
Massachusetts
$117K +$1.98K +96 +1%
SPIA
208
Steward Partners Investment Advisory
New York
$97.1K +$112K +5,417 New
GRP
209
Global Retirement Partners
California
$88.4K +$38.2K +1,852 +60%
ACM
210
Anfield Capital Management
California
$75.2K +$34.2K +1,658 +65%
KBC Group
211
KBC Group
Belgium
$70K +$80.7K +3,912 New
UBP
212
Union Bancaire Privee
Switzerland
$66.9K +$77.1K +3,738 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$66.3K +$73.8K +3,576 +2,980%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$64.6K +$74.3K +3,601 New
WAM
215
Wolverine Asset Management
Illinois
$57.2K +$65.8K +3,190 New
AB
216
Amalgamated Bank
New York
$52K +$20.3K +986 +52%
WIM
217
Westside Investment Management
California
$51.9K
APW
218
Aventura Private Wealth
Florida
$43.6K +$50.1K +2,430 New
Twin Tree Management
219
Twin Tree Management
Texas
$41.6K +$47.9K +2,320 New
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
$41.1K -$14.5K -705 -24%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$41.1K -$41.3K -2,000 -47%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$40.8K +$46.9K +2,273 New
TFA
223
Toth Financial Advisory
Virginia
$37.7K +$37.1K +1,800 +600%
VWM
224
Venturi Wealth Management
Texas
$35.5K +$30.9K +1,500 +314%
CA
225
CoreCap Advisors
Michigan
$32.6K +$37.6K +1,820 New

SMR Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q4 2024, worth a combined $1.06B — up 105% from $515M a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SMR positions and 29 closed out — a net gain of 104 holders — while 107 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $39.4M. The largest seller was Swedbank, cutting an estimated $25.8M.

  • 305 institutional investors held NuScale Power (SMR) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.06B of NuScale Power stock for Q4 2024, up 105% quarter-over-quarter.
  • 133 funds opened new NuScale Power positions in Q4 2024 and 29 closed out, a net change of +104 holders.
  • The largest NuScale Power buyer in Q4 2024 was UBS Group, an estimated $39.4M added.
  • The largest NuScale Power seller in Q4 2024 was Swedbank, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2024.