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NVEE

NV5 Global

Delisted

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

224 hedge funds and large institutions have $975M invested in NV5 Global in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

2% more funds holding

Funds holding: 220224 (+4)

1.16% more ownership

Funds ownership: 76.42%77.58% (+1.2%)

4% more capital invested

Capital invested by funds: $937M → $975M (+$38.2M)

80% less call options, than puts

Call options by funds: $148K | Put options by funds: $747K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
40
Increased
85
Reduced
63
Closed
35
Calls
$148K
Puts
$747K
Net Calls
-$599K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.55M +$1.43M +78,111 +145%
Marshall Wace
52
Marshall Wace
United Kingdom
$2.49M -$2.21M -120,494 -48%
Wells Fargo
53
Wells Fargo
California
$2.44M +$306K +16,730 +15%
Ameriprise
54
Ameriprise
Minnesota
$2.41M -$17.3K -943 -0.7%
UBS AM
55
UBS AM
Illinois
$2.27M +$7.09K +387 +0.3%
WC
56
Woodstock Corp
Massachusetts
$2.26M
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.19M -$33K -1,800 -2%
IWC
58
Integrated Wealth Concepts
Massachusetts
$1.99M -$3.59K -196 -0.2%
HCG
59
Haven Capital Group
California
$1.96M -$30.7K -1,676 -2%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$1.91M +$26.4K +1,444 +1%
WCM
61
Wedge Capital Management
North Carolina
$1.89M +$1.79M +98,011 New
Citigroup
62
Citigroup
New York
$1.82M +$279K +15,226 +19%
Creative Planning
63
Creative Planning
Kansas
$1.81M +$1.49M +81,259 +638%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.79M -$614K -33,543 -27%
CI
65
Cambiar Investors
Colorado
$1.76M +$110K +6,025 +7%
KCM
66
Kennedy Capital Management
Missouri
$1.73M -$4.11M -224,244 -71%
JCIA
67
Jackson Creek Investment Advisors
Colorado
$1.63M +$1.55M +84,385 New
CCG
68
Chatham Capital Group
Georgia
$1.55M +$69.9K +3,815 +5%
Barclays
69
Barclays
United Kingdom
$1.53M -$401K -21,894 -22%
Bank of America
70
Bank of America
North Carolina
$1.46M -$743K -40,556 -35%
EGM
71
Engineers Gate Manager
New York
$1.44M +$197K +10,756 +17%
CCA
72
Conestoga Capital Advisors
Pennsylvania
$1.42M +$204K +11,120 +18%
CNAM
73
Campbell Newman Asset Management
Wisconsin
$1.36M -$6.01K -328 -0.5%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$1.33M -$2.01M -109,662 -61%
N
75
Numerai
California
$1.22M +$1.16M +63,522 New

NVEE Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2025, worth a combined $975M — up 4.1% from $937M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NVEE positions and 35 closed out — a net gain of 5 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.2M sold.

  • 224 institutional investors held NV5 Global (NVEE) as of Q1 2025, up from 220 in Q4 2024.
  • Funds reported $975M of NV5 Global stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 40 funds opened new NV5 Global positions in Q1 2025 and 35 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2025 was BlackRock, an estimated $11.6M added.
  • The largest NV5 Global seller in Q1 2025 was Emerald Advisers, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.