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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
SG Americas Securities
251
SG Americas Securities
New York
-$470K -24,365 Closed
Ensign Peak Advisors
252
Ensign Peak Advisors
Utah
-$434K -22,504 Closed
Two Sigma Advisers
253
Two Sigma Advisers
New York
-$395K -20,500 Closed
PRCP
254
Pacific Ridge Capital Partners
Oregon
-$320K -16,621 Closed
Renaissance Technologies
255
Renaissance Technologies
New York
-$316K -16,400 Closed
ECM
256
ExodusPoint Capital Management
New York
-$280K -14,520 Closed
PTC
257
Petrus Trust Company
Texas
-$268K -13,884 Closed
CC
258
Centiva Capital
New York
-$267K -13,833 Closed
CWM
259
CIBC World Markets
New York
-$244K -12,674 Closed
ODIJL
260
One Day In July LLC
Vermont
-$209K -10,856 Closed
SOW
261
State of Wyoming
Wyoming
-$187K -9,728 Closed
QCG
262
Quadrant Capital Group
Ohio
-$129K -6,713 Closed
BP
263
BNP Paribas
France
-$104K -5,392 Closed
CCM
264
Coldstream Capital Management
Washington
-$32.7K -1,695 Closed
TFIPS
265
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$8.48K -440 Closed
SW
266
SVB Wealth
Massachusetts
-$8.05K -418 Closed
PWMG
267
Private Wealth Management Group
New Jersey
-$4.18K -217 Closed
PA
268
PSI Advisors
Florida
-$3.08K -160 Closed
C
269
Covestor
United Kingdom
-$660 -33 -92%
FFA
270
Frazier Financial Advisors
Ohio
-$540 -28 Closed
SC
271
SouthState Corp
Florida
-$540 -28 Closed
SC
272
Stephens Consulting
Michigan
-$386 -20 Closed
LFG
273
Larson Financial Group
Missouri
-$77 -4 Closed
Kayne Anderson Rudnick Investment Management
274
Kayne Anderson Rudnick Investment Management
California
-$19 -1 Closed
AW
275
Avion Wealth
Texas
+$560 +28 New

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.