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NuScale Power

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: 305323 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$126K
ACM
202
Aster Capital Management
United Arab Emirates
$123K +$122K +6,016 +528%
GWM
203
Geneos Wealth Management
Colorado
$123K +$175K +8,680 New
N
204
Natixis
France
$122K -$1.06M -52,632 -86%
FFO
205
Fortitude Family Office
Arizona
$118K
A
206
AlphaQuest
New York
$118K -$1.4K -69 -0.8%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$95.2K +$63.2K +3,125 +87%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$92.6K +$132K +6,537 New
CI
209
CAZ Investments
Texas
$85K +$121K +6,000 New
CA
210
CoreCap Advisors
Michigan
$63.9K +$54.5K +2,695 +148%
ACM
211
Anfield Capital Management
California
$63.3K +$5.54K +274 +7%
UBP
212
Union Bancaire Privee
Switzerland
$61.2K +$9.86K +488 +13%
APW
213
Aventura Private Wealth
Florida
$56.4K +$31.5K +1,556 +64%
KBC Group
214
KBC Group
Belgium
$55K
TFM
215
TFC Financial Management
Massachusetts
$52.7K -$56.1K -2,778 -43%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$51.8K -$748 -37 -1%
SHIM
217
Stone House Investment Management
Pennsylvania
$50.3K +$71.8K +3,550 New
NS
218
NBC Securities
Alabama
$46K +$66.9K +3,309 +165,450%
AB
219
Amalgamated Bank
New York
$44K +$4.61K +228 +8%
WIM
220
Westside Investment Management
California
$41K
LA
221
Legacy Advisors
Pennsylvania
$37.2K +$266K +13,140 New
TWC
222
TD Waterhouse Canada
Ontario, Canada
$33.7K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$32.1K -$101 -5 -0.2%
QT
224
Quantbot Technologies
New York
$26.7K +$38.1K +1,883 New
Russell Investments Group
225
Russell Investments Group
United Kingdom
$23.7K +$3.13K +155 +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.