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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
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$295K -$2K -100 -0.8%
GCM
152
Graham Capital Management
Connecticut
$294K +$26.1K +1,302 +11%
EWA
153
EP Wealth Advisors
California
$287K -$6.58K -329 -3%
Franklin Resources
154
Franklin Resources
California
$284K +$5.96K +298 +2%
MOS
155
MGO One Seven
Ohio
$281K +$22.5K +1,126 +10%
Stifel Financial
156
Stifel Financial
Missouri
$280K -$225K -11,259 -48%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$277K +$2K +100 +0.8%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$274K -$135K -6,722 -36%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$254K -$79.1K -3,950 -26%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$247K +$213K +10,646 New
NWAG
161
Net Worth Advisory Group
Utah
$244K +$212K +10,575 New
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$242K +$210K +10,498 New
Lido Advisors
163
Lido Advisors
California
$238K +$206K +10,314 New
US Bancorp
164
US Bancorp
Minnesota
$232K -$84K -4,196 -29%
Victory Capital Management
165
Victory Capital Management
Texas
$232K -$1.04K -52 -0.5%
EWM
166
Empirical Wealth Management
Washington
$231K -$200K -10,000 -50%
CCM
167
Chicago Capital Management
Illinois
$231K +$200K +10,000 New
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$230K +$199K +9,966 New
AAS
169
Avantax Advisory Services
Texas
$230K -$113K -5,652 -36%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$229K -$227K -11,317 -53%
HFO
171
Heritage Family Offices
Arizona
$213K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$209K -$338K -16,864 -65%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$209K -$21.4K -1,070 -11%
Simplex Trading
174
Simplex Trading
Illinois
$200K -$1.04M -51,901 -86%
TRCT
175
Tower Research Capital (TRC)
New York
$192K +$135K +6,768 +434%

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.