NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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233 hedge funds and large institutions have $1.21B invested in NV5 Global in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 87 reducing their positions, and 38 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% 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
53
Increased
62
Reduced
87
Closed
38
Calls
$823K
Puts
$1K
Net Calls
+$822K
Net Calls Change
+$1.42M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$31.6M
2
AAM
2
Alpine Associates Management
Florida
$30.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$24.9M
4
JGC
4
J. Goldman & Co
New York
$14.1M
5
Bank of America
5
Bank of America
North Carolina
$11.8M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.6M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$377K
3
GCM
3
Geneva Capital Management
Wisconsin
$19.4M
4
BlackRock
4
BlackRock
New York
$222M
5
Swedbank
5
Swedbank
Sweden
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
151
EP Wealth Advisors
California
$287K 12,447 -329 -3%
Franklin Resources
152
Franklin Resources
California
$284K 12,286 +298 +2%
MOS
153
MGO One Seven
Ohio
$281K 12,186 +1,126 +10%
Stifel Financial
154
Stifel Financial
Missouri
$280K 12,133 -11,259 -48%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$277K 12,000 +100 +0.8%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$274K 11,867 -6,722 -36%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$254K 11,003 -3,950 -26%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$247K 10,646 +10,646 New
NWAG
159
Net Worth Advisory Group
Utah
$244K 10,575 +10,575 New
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$242K 10,498 +10,498 New
Lido Advisors
161
Lido Advisors
California
$238K 10,314 +10,314 New
US Bancorp
162
US Bancorp
Minnesota
$232K 10,059 -4,196 -29%
Victory Capital Management
163
Victory Capital Management
Texas
$232K 10,056 -52 -0.5%
EWM
164
Empirical Wealth Management
Washington
$231K 10,000 -10,000 -50%
CCM
165
Chicago Capital Management
Illinois
$231K 10,000 +10,000 New
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$230K 9,966 +9,966 New
AAS
167
Avantax Advisory Services
Texas
$230K 9,949 -5,652 -36%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$229K 9,920 -11,317 -53%
HFO
169
Heritage Family Offices
Arizona
$213K 11,090 – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$209K 9,067 -16,864 -65%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$209K 9,032 -1,070 -11%
Simplex Trading
172
Simplex Trading
Illinois
$200K 8,703 -51,901 -86%
TRCT
173
Tower Research Capital (TRC)
New York
$192K 8,327 +6,768 +434%
OCM
174
Orion Capital Management
California
$164K 7,100 -700 -9%
CTC
175
Cetera Trust Company
Minnesota
$164K 7,090 +1,380 +24%
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