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NVEE

NV5 Global

Delisted

NVEE was delisted on the 1st of August, 2025.

238 hedge funds and large institutions have $1.21B invested in NV5 Global in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

82,200% more call options, than puts

Call options by funds: $823K | Put options by funds: $1K

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

24% more capital invested

Capital invested by funds: $975M → $1.21B (+$233M)

6% more funds holding

Funds holding: 224238 (+14)

2.15% more ownership

Funds ownership: 77.58%79.72% (+2.1%)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
54
Increased
62
Reduced
90
Closed
38
Calls
$823K
Puts
$1K
Net Calls
+$822K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$1.32K +$1.14K +57 New
EP
227
Essential Partners
California
$1.27K +$1.1K +55 New
CT
228
Clearstead Trust
Maine
$970 +$841 +42 New
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$831
BFS
230
Bare Financial Services
Pennsylvania
$716 +$620 +31 New
SS
231
SBI Securities
Japan
$462
HNB
232
Huntington National Bank
Ohio
$300 -$2.68K -134 -91%
AGWCA
233
Annis Gardner Whiting Capital Advisors
Florida
$278 +$240 +12 New
TWD
234
True Wealth Design
Ohio
$254 -$300 -15 -58%
AWM
235
Abound Wealth Management
Tennessee
$231
NTCM
236
Nine Ten Capital Management
Illinois
-$7.32M -379,852 Closed
GPGA
237
Grandeur Peak Global Advisors
Utah
-$6.66M -345,602 Closed
Wellington Management Group
238
Wellington Management Group
Massachusetts
-$5.02M -260,422 Closed
Luther King Capital Management (LKCM)
239
Luther King Capital Management (LKCM)
Texas
-$2.9M -150,475 Closed
RA
240
Royce & Associates
New York
-$2.6M -134,800 Closed
TFCM
241
Taylor Frigon Capital Management
Arizona
-$2.56M -132,786 Closed
JCIA
242
Jackson Creek Investment Advisors
Colorado
-$1.63M -84,385 Closed
CCG
243
Chatham Capital Group
Georgia
-$1.55M -80,320 Closed
EGM
244
Engineers Gate Manager
New York
-$1.44M -74,589 Closed
Voloridge Investment Management
245
Voloridge Investment Management
Florida
-$1.33M -68,877 Closed
N
246
Numerai
California
-$1.22M -63,522 Closed
VHMC
247
Value Holdings Management Company
New York
-$840K -43,600 Closed
Neuberger Berman Group
248
Neuberger Berman Group
New York
-$668K -34,641 Closed
CF
249
Corebridge Financial
Texas
-$572K -29,663 Closed
Amundi
250
Amundi
France
-$501K -25,766 Closed

NVEE Hedge Fund Activity: Q2 2025 in Review

238 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2025, worth a combined $1.21B — up 24% from $975M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NVEE positions and 38 closed out — a net gain of 16 holders — while 62 added to existing stakes and 90 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $26.5M. The largest seller was American Century Companies, cutting an estimated $24.4M.

  • 238 institutional investors held NV5 Global (NVEE) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.21B of NV5 Global stock for Q2 2025, up 24% quarter-over-quarter.
  • 54 funds opened new NV5 Global positions in Q2 2025 and 38 closed out, a net change of +16 holders.
  • The largest NV5 Global buyer in Q2 2025 was Balyasny Asset Management, an estimated $26.5M added.
  • The largest NV5 Global seller in Q2 2025 was American Century Companies, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2025.