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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
UBS AM
51
UBS AM
Illinois
$3.74M +$888K +44,391 +38%
UBS Group
52
UBS Group
Switzerland
$3.57M -$1.39M -69,695 -31%
Legal & General Group
53
Legal & General Group
United Kingdom
$3.5M +$26.3K +1,312 +0.9%
GF
54
Gabelli Funds
New York
$3.48M +$3.01M +150,619 New
JP Morgan Chase
55
JP Morgan Chase
New York
$3.42M -$1.73M -86,403 -37%
SPS
56
Susquehanna Portfolio Strategies
Pennsylvania
$3.39M +$2.94M +146,832 New
Citadel Advisors
57
Citadel Advisors
Florida
$3.35M +$262K +13,093 +10%
Goldman Sachs
58
Goldman Sachs
New York
$3.3M -$4.16M -207,747 -59%
NYLIM
59
New York Life Investment Management
New York
$3.28M +$2.84M +142,097 New
CIS
60
Connors Investor Services
Pennsylvania
$3.2M -$1.9K -95 -0.1%
AC
61
Athos Capital
Hong Kong
$3M +$2.6M +130,000 New
BGIM
62
Boussard & Gavaudan Investment Management
United Kingdom
$2.97M +$2.57M +128,635 New
N
63
Nuveen
North Carolina
$2.82M -$417K -20,844 -15%
YCM
64
Yakira Capital Management
Connecticut
$2.71M +$2.35M +117,189 New
WC
65
Woodstock Corp
Massachusetts
$2.7M
GCIA
66
Gabelli & Co Investment Advisers
New York
$2.7M +$2.34M +116,900 New
Ameriprise
67
Ameriprise
Minnesota
$2.7M -$165K -8,264 -7%
Wells Fargo
68
Wells Fargo
California
$2.69M -$202K -10,086 -8%
Swiss National Bank
69
Swiss National Bank
Switzerland
$2.59M -$28K -1,400 -1%
Barclays
70
Barclays
United Kingdom
$2.55M +$619K +30,933 +39%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.54M +$132K +6,609 +6%
Deutsche Bank
72
Deutsche Bank
Germany
$2.53M +$1.28M +63,874 +140%
Citigroup
73
Citigroup
New York
$2.34M +$145K +7,264 +8%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$2.27M -$15.3K -763 -0.8%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14M +$180 +9 +0%

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.