NVEE

NV5 Global

Delisted

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

236 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, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 223236 (+13)

2.15% more ownership

Funds ownership: 77.58%79.74% (+2.2%)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$823K
Puts
$1K
Net Calls
Net Calls Change

Top Buyers

1 +$30.5M
2 +$30.5M
3 +$24.4M
4
JGC
J. Goldman & Co
New York
+$14.1M
5
Bank of America
Bank of America
North Carolina
+$10M
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
GCM
152
Graham Capital Management
Connecticut
$294K
EWA
153
EP Wealth Advisors
California
$287K
Franklin Resources
154
Franklin Resources
California
$284K
MOS
155
MGO One Seven
Ohio
$281K
Stifel Financial
156
Stifel Financial
Missouri
$280K
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$277K
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$274K
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$254K
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$247K
NWAG
161
Net Worth Advisory Group
Utah
$244K
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$242K
Lido Advisors
163
Lido Advisors
California
$238K
US Bancorp
164
US Bancorp
Minnesota
$232K
Victory Capital Management
165
Victory Capital Management
Texas
$232K
EWM
166
Empirical Wealth Management
Washington
$231K
CCM
167
Chicago Capital Management
Illinois
$231K
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$230K
AAS
169
Avantax Advisory Services
Texas
$230K
HSBC Holdings
170
HSBC Holdings
United Kingdom
$229K
HFO
171
Heritage Family Offices
Arizona
$213K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$209K
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$209K
Simplex Trading
174
Simplex Trading
Illinois
$200K
TRCT
175
Tower Research Capital (TRC)
New York
$192K