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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
ASN
201
Advisory Services Network
Georgia
$532K -$1.33M -52,975 -83%
NFSG
202
Newbridge Financial Services Group
Florida
$524K -$12.5K -500 -4%
TPWA
203
TRUE Private Wealth Advisors
Oregon
$522K -$145K -5,766 -30%
TWPM
204
Total Wealth Planning & Management
Florida
$522K -$33.9K -1,350 -9%
EAM
205
Evanson Asset Management
California
$520K -$46.4K -1,850 -12%
CPRC
206
Consolidated Portfolio Review Corp
New York
$516K +$327K +13,043 New
HKAM
207
Horizon Kinetics Asset Management
New York
$512K -$15.1K -600 -4%
AIP
208
Ameritas Investment Partners
Nebraska
$512K +$102K +4,083 +46%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$512K +$325K +12,936 New
DS
210
DRW Securities
Illinois
$512K +$325K +12,936 New
SO
211
STRS Ohio
Ohio
$498K +$316K +12,600 New
GEA
212
Glen Eagle Advisors
New Jersey
$495K -$3.84K -153 -1%
WWM
213
Wolff Wiese Magana
California
$490K -$1.25K -50 -0.4%
VCA
214
Verdence Capital Advisors
Maryland
$487K +$309K +12,322 New
SH
215
SLT Holdings
Arizona
$477K +$302K +12,050 New
PCMH
216
Polymer Capital Management (HK)
Hong Kong
$466K +$296K +11,791 New
BWP
217
Balboa Wealth Partners
Arizona
$466K +$296K +11,779 New
FFA
218
Florida Financial Advisors
Florida
$442K -$106K -4,234 -27%
AWA
219
Arkadios Wealth Advisors
Georgia
$441K -$367K -14,611 -57%
GRP
220
Global Retirement Partners
California
$438K +$278K +11,081 New
US Bancorp
221
US Bancorp
Minnesota
$436K +$1.1K +44 +0.4%
BCM
222
Brookstone Capital Management
Illinois
$433K +$275K +10,949 New
AC
223
AXQ Capital
New Jersey
$425K +$270K +10,753 New
CRWM
224
Castle Rock Wealth Management
California
$417K +$223K +8,906 New
VCM
225
Voleon Capital Management
California
$412K -$1.05M -41,944 -80%

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.