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NVEE

NV5 Global

Delisted

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

213 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

3% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.13B → $1.13B (+$6.89M)

0% more funds holding

Funds holding: 212213 (+1)

0.15% more ownership

Funds ownership: 300.47%300.61% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

44% less call options, than puts

Call options by funds: $692K | Put options by funds: $1.23M

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
77
Reduced
75
Closed
25
Calls
$692K
Puts
$1.23M
Net Calls
-$533K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
151
Net Worth Advisory Group
Utah
$211K +$214K +9,008 New
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$204K -$1.33K -56 -0.6%
CTC
153
Cetera Trust Company
Minnesota
$200K +$6.18K +260 +3%
FA
154
Financial Avengers
California
$159K
LOIM
155
Liberty One Investment Management
Illinois
$152K -$10.5K -440 -6%
Osaic Holdings
156
Osaic Holdings
Arizona
$143K +$28.1K +1,184 +24%
AIP
157
Ameritas Investment Partners
Nebraska
$135K
EIM
158
Essex Investment Management
Massachusetts
$131K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$125K +$7.79K +328 +7%
N
160
Natixis
France
$103K -$2.38K -100 -2%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$102K +$104K +4,356 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$93.8K +$3.61K +152 +4%
AAP
163
Arax Advisory Partners
Colorado
$84.5K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$83.5K +$5.13K +216 +6%
PCM
165
Penserra Capital Management
California
$67K +$3.71K +156 +6%
CA
166
Clearstead Advisors
Ohio
$65.4K
KBC Group
167
KBC Group
Belgium
$63K +$20.1K +844 +46%
BTI
168
Blue Trust Inc
Georgia
$60.2K +$60.1K +2,528 +3,950%
BP
169
BNP Paribas
France
$32.7K +$33.3K +1,400 New
TRCT
170
Tower Research Capital (TRC)
New York
$24.3K -$329K -13,824 -93%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$17.3K -$570 -24 -3%
OC
172
Oarsman Capital
Wisconsin
$14.5K +$14.7K +620 New
PS
173
Principal Securities
Iowa
$14.4K -$665 -28 -4%
UB
174
UMB Bank
Missouri
$12.2K +$1.52K +64 +14%
TFIPS
175
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.3K

NVEE Hedge Fund Activity: Q3 2024 in Review

213 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2024, worth a combined $1.13B — up 0.61% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NVEE positions and 25 closed out — a net gain of 2 holders — while 77 added to existing stakes and 75 trimmed.

The largest buyer was Redwood Grove Capital, opening a new position worth an estimated $12.8M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $38.6M sold.

  • 213 institutional investors held NV5 Global (NVEE) as of Q3 2024, up from 212 in Q2 2024.
  • Funds reported $1.13B of NV5 Global stock for Q3 2024, up 0.61% quarter-over-quarter.
  • 27 funds opened new NV5 Global positions in Q3 2024 and 25 closed out, a net change of +2 holders.
  • The largest NV5 Global buyer in Q3 2024 was Redwood Grove Capital, an estimated $12.8M added.
  • The largest NV5 Global seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $38.6M sold.

Based on aggregated 13F filings for Q3 2024.