NuScale Power

SMR • NYSE

NuScale Power is a renewable utilities company in the utilities sector on NYSE, led by John Lawrence Hopkins, with a market cap of $5.3B. As of Q3 2025, 68% of shares are held by 459 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.26%.

CEOJohn Lawrence Hopkins

Market Cap$5.3B

Renewable Utilities

Utilities

Employees556.0

Websitenuscalepower.com

Country

United States of America

Overview

Overview of institutional ownership in SMR as of Q3 2025 with a market cap of $4.8B

All Institutions

Institutions: 459
Value Held: $3.3B
Shares Held: 90.9M
Avg Position: $7.1M
Median Position: $450.1K

Hedge Funds

Hedge Funds: 31
Value Held: $179.2M
Shares Held: 5.0M
Avg Position: $5.8M
Median Position: $2.3M

Ownership Breakdown

Institutional (non-HF)

64.15%

$3.1B

Hedge Funds

3.72%

$179.2M

Retail & Other

32.13%

$1.5B

Based on market cap of $4.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SMR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$398.3M 0.01% of portfolio	8.26% 11.1M shares	Q2 2022 Held for 3y 6m	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$359.8M 0.01% of portfolio	7.46% 10.0M shares	Q2 2022 Held for 3y 6m	$5.67T
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$263.2M 0.43% of portfolio	5.46% 7.3M shares	Q2 2024 Held for 1y 6m	$61.9B
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	$190.4M 0.20% of portfolio	3.95% 5.3M shares	Q2 2024 Held for 1y 6m	$96.6B
S Samsung C&T Corp Institution	-	$186.7M 100.00% of portfolio	3.87% 5.2M shares	Q4 2024 Held for 1 year	$186.7M
Toroso Investments, LLC ETF Provider	Guillermo Trias CEO	$146.3M 0.63% of portfolio	3.04% 4.1M shares	Q3 2024 Held for 1y 3m	$23.2B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$107.5M 0.01% of portfolio	2.23% 3.0M shares	Q2 2022 Held for 3y 6m	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$105.0M 0.01% of portfolio	2.18% 2.9M shares	Q2 2022 Held for 3y 6m	$1.65T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$102.6M 0.00% of portfolio	2.13% 2.8M shares	Q2 2022 Held for 3y 6m	$2.88T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$75.3M 0.00% of portfolio	1.56% 2.1M shares	Q2 2022 Held for 3y 6m	$1.56T

Net Capital Flow

Institutional buying and selling activity for SMR in Q3 2025

Traded: +$114.1M
Buyers: 300
Sellers: 163
Total Bought: +$817.0M
Total Sold: −$702.9M
Avg Position: $6.2M

Biggest Buyers

Institution	Net Bought	Current Position
Toroso Investments, LLC ETF Provider	+$126.5M +3.5M shares	$146.3M 4.1M shares
S Samsung C&T Corp Institution	+$92.8M +2.6M shares	$186.7M 5.2M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$76.5M +2.1M shares	$190.4M 5.3M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$52.0M +1.4M shares	$52.0M 1.4M shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$48.5M +1.3M shares	$263.2M 7.3M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$34.5M +957.0K shares	$44.0M 1.2M shares
BlackRock, Inc. Institution	+$30.0M +834.5K shares	$359.8M 10.0M shares
GOLDMAN SACHS GROUP INC Institution	+$27.1M +753.1K shares	$44.6M 1.2M shares
V Virtu Financial LLC Institution	+$20.9M +579.4K shares	$20.9M 579.4K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$19.2M +534.1K shares	$33.0M 916.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
D D. E. Shaw & Co., Inc. Institution	−$159.5M −4.4M shares	$69.9M 1.9M shares
UBS Group AG Institution	−$85.9M −2.4M shares	$71.6M 2.0M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$74.7M −1.9M shares	Sold Off 0 shares
M Man Group plc Institution	−$33.9M −856.3K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$31.2M −867.5K shares	$52.8M 1.5M shares
S Swedbank AB Institution	−$30.6M −850.2K shares	$50.5M 1.4M shares
VANGUARD GROUP INC Institution	−$30.4M −844.0K shares	$398.3M 11.1M shares
Q Qube Research & Technologies Ltd Institution	−$20.3M −513.7K shares	Sold Off 0 shares
CloudAlpha Capital Management Limited/Hong Kong Institution	−$17.0M −430.0K shares	Sold Off 0 shares
Trexquant Investment LP Hedge Fund•Quant	−$16.5M −417.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SMR in Q3 2025

New Positions: 83
New Value: $78.7M
Exited Positions: 69
Exited Value: $263.4M

New Positions

Institution	Position Value
A Allianz Asset Management AG Institution	$14.3M 398.5K shares
M MAPLELANE CAPITAL, LLC Hedge Fund•Long/Short	$13.6M 379.0K shares
V Vennlight Capital Management, LP Hedge Fund•Long/Short	$6.9M 192.4K shares
A AXIOM INTERNATIONAL INVESTORS LLC /DE Long Only Manager	$5.1M 140.6K shares
HOHIMER WEALTH MANAGEMENT, LLC RIA/Wealth	$4.8M 134.4K shares
Calamos Advisors LLC Long Only Manager	$4.1M 113.7K shares
AH Lisanti Capital Growth, LLC Long Only Manager	$2.3M 65.3K shares
A Andar Capital Management HK Ltd Institution	$2.2M 60.0K shares
Mutual Advisors, LLC RIA/Wealth	$2.1M 55.3K shares
B Baader Bank INC Institution	$2.0M 55.0K shares

Exited Positions

Institution	Previous Position
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$74.7M 1.9M shares
M Man Group plc Institution	$33.9M 856.3K shares
Q Qube Research & Technologies Ltd Institution	$20.3M 513.7K shares
CloudAlpha Capital Management Limited/Hong Kong Institution	$17.0M 430.0K shares
Trexquant Investment LP Hedge Fund•Quant	$16.5M 417.7K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$13.5M 340.6K shares
Marshall Wace LLP Institution	$13.2M 332.5K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$12.2M 308.1K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$9.0M 226.4K shares
F FORA Capital, LLC Hedge Fund•Quant	$5.5M 140.3K shares

Options Activity

Institutions with the largest Call and Put options positions in SMR as of Q3 2025

Call Positions: 36
Call Value: $608.8M
Put Positions: 33
Put Value: $636.3M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$159.3M 44.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$118.8M 33.0K contracts
J JANE STREET GROUP, LLC Institution	$102.5M 28.5K contracts
D D. E. Shaw & Co., Inc. Institution	$57.1M 15.9K contracts
Caption Management, LLC Hedge Fund•Long/Short	$35.2M 9.8K contracts
W WOLVERINE TRADING, LLC Institution	$26.4M 6.9K contracts
P PEAK6 LLC Institution	$22.6M 6.3K contracts
Walleye Trading LLC RIA/Wealth	$18.1M 5.0K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$16.7M 4.6K contracts
WELLS FARGO & COMPANY/MN Institution	$13.9M 3.9K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$191.5M 53.2K contracts
Toroso Investments, LLC ETF Provider	$145.5M 40.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$94.2M 26.2K contracts
J JANE STREET GROUP, LLC Institution	$91.8M 25.5K contracts
GOLDMAN SACHS GROUP INC Institution	$19.2M 5.3K contracts
W WOLVERINE TRADING, LLC Institution	$17.4M 4.6K contracts
L LMR Partners LLP Institution	$10.9M 3.0K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$10.1M 2.8K contracts
Walleye Trading LLC RIA/Wealth	$8.3M 2.3K contracts
Crawford Fund Management, LLC Hedge Fund•Long/Short	$6.9M 1.9K contracts

Most Committed Institutions

Institutions with SMR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Samsung C&T Corp Institution	-	100.00% $186.7M	3.87% 5.2M shares	Q4 2024 Held for 1 year	$186.7M
V Vennlight Capital Management, LP Hedge Fund•Long/Short	Igor (Nmn) Gitelman Founder	9.01% $6.9M	0.14% 192.4K shares	Q3 2025 Held for 3 months	$76.9M
A Andar Capital Management HK Ltd Institution	-	2.18% $2.2M	0.04% 60.0K shares	Q3 2025 Held for 3 months	$98.9M
Fox Hill Wealth Management RIA/Wealth	Eric Christopher Benz Owner	2.05% $4.3M	0.09% 120.8K shares	Q3 2024 Held for 1y 3m	$212.3M
MRP Capital Investments, LLC RIA/Wealth	Macarther Royster Plumart Managing Partner	2.03% $2.4M	0.04% 59.8K shares	Q2 2024 Held for 1y 6m	$116.3M
MFG WEALTH MANAGEMENT, INC. RIA/Wealth	Michael Ray Mccracken President	1.99% $2.6M	0.05% 73.1K shares	Q2 2025 Held for 6 months	$132.4M
Once Capital Management, LLC Hedge Fund•Long/Short	Tommaso Nmn Iaquinta Managing Partner	1.94% $7.1M	0.15% 198.1K shares	Q3 2024 Held for 1y 3m	$368.5M
C Canal Insurance CO Institution	-	1.40% $6.2M	0.13% 172.9K shares	Q2 2022 Held for 3y 6m	$445.8M
V Virtu Financial LLC Institution	-	1.27% $20.9M	0.43% 579.4K shares	Q4 2024 Held for 1 year	$1.6B
Bouvel Investment Partners, LLC RIA/Wealth	Jean Pierre Georges Bouvel Managing Partner	0.90% $2.9M	0.06% 81.6K shares	Q4 2024 Held for 1 year	$326.7M

Hedge Fund Spotlight

Discover hedge funds investing in SMR

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,253
Last Reported: Q3 2025

Sector Allocation

Position in NuScale Power

Market Value: $4.4M
Shares Held: 121.1K
Portfolio Weight: 0.01%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%