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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$398M -$33.6M -843,999 -7%
BlackRock
2
BlackRock
New York
$360M +$33.3M +834,478 +9%
Mirae Asset Global ETFs Holdings
3
Mirae Asset Global ETFs Holdings
Hong Kong
$263M +$53.7M +1,346,796 +23%
VanEck Associates
4
VanEck Associates
New York
$190M +$84.7M +2,125,250 +67%
SCTC
5
Samsung C&T Corporation
South Korea
$187M +$103M +2,578,702 +99%
CS
6
Clear Street
New York
$156M +$172M +4,322,653 New
TI
7
Tidal Investments
Wisconsin
$146M +$140M +3,515,129 +639%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$107M +$5.17M +129,809 +5%
Morgan Stanley
9
Morgan Stanley
New York
$105M -$10M -251,906 -8%
State Street
10
State Street
Massachusetts
$103M +$4.5M +112,855 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$75.3M -$15.2M -380,976 -15%
UBS Group
12
UBS Group
Switzerland
$71.6M -$95M -2,384,724 -55%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$69.9M -$177M -4,431,663 -70%
MG
14
Marex Group
$64.8M +$69.6M +1,747,433 +9,643%
UBS AM
15
UBS AM
Illinois
$58.6M -$14M -350,187 -18%
Bank of America
16
Bank of America
North Carolina
$52.8M -$34.6M -867,509 -37%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$52M +$57.5M +1,444,019 New
Swedbank
18
Swedbank
Sweden
$50.5M -$7.97M -200,080 -12%
Goldman Sachs
19
Goldman Sachs
New York
$44.6M +$30M +753,087 +155%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$44M +$38.1M +957,018 +359%
Northern Trust
21
Northern Trust
Illinois
$40.2M +$1.13M +28,329 +3%
Charles Schwab
22
Charles Schwab
California
$39.2M +$3.07M +77,055 +8%
DCM
23
Driehaus Capital Management
Illinois
$33M +$21.3M +534,145 +140%
Wells Fargo
24
Wells Fargo
California
$28.2M +$6.68M +167,751 +27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24M -$9.41M -236,186 -26%

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.