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NVEE

NV5 Global

Delisted

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

3 hedge funds and large institutions have $818K invested in NV5 Global in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

79.67% less ownership

Funds ownership: 79.72%0.05% (-80%)

99% less funds holding

Funds holding: 2383 (-235)

100% less capital invested

Capital invested by funds: $1.21B → $818K (-$1.21B)

100% less funds holding in top 10

Funds holding in top 10: 70 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 232

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-235
Holders Change %
-98.74%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
2
Closed
232
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
-$300K -13,004 Closed
KK
152
KLP Kapitalforvaltning
Norway
-$296K -12,800 Closed
New York State Teachers Retirement System (NYSTRS)
153
New York State Teachers Retirement System (NYSTRS)
New York
-$295K -12,760 Closed
GCM
154
Graham Capital Management
Connecticut
-$294K -12,731 Closed
Franklin Resources
155
Franklin Resources
California
-$284K -12,286 Closed
MOS
156
MGO One Seven
Ohio
-$281K -12,186 Closed
Stifel Financial
157
Stifel Financial
Missouri
-$280K -12,133 Closed
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
-$277K -12,000 Closed
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
-$274K -11,867 Closed
HFO
160
Heritage Family Offices
Arizona
-$213K -11,090 Closed
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
-$254K -11,003 Closed
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
-$247K -10,646 Closed
NWAG
163
Net Worth Advisory Group
Utah
-$244K -10,575 Closed
Pathstone Holdings
164
Pathstone Holdings
New Jersey
-$242K -10,498 Closed
Lido Advisors
165
Lido Advisors
California
-$238K -10,314 Closed
US Bancorp
166
US Bancorp
Minnesota
-$232K -10,059 Closed
Victory Capital Management
167
Victory Capital Management
Texas
-$232K -10,056 Closed
CCM
168
Chicago Capital Management
Illinois
-$231K -10,000 Closed
EWM
169
Empirical Wealth Management
Washington
-$231K -10,000 Closed
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
-$230K -9,966 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
-$229K -9,920 Closed
Fidelity Investments
172
Fidelity Investments
Massachusetts
-$209K -9,067 Closed
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
-$209K -9,032 Closed
Simplex Trading
174
Simplex Trading
Illinois
-$200K -8,703 Closed
TRCT
175
Tower Research Capital (TRC)
New York
-$192K -8,327 Closed

NVEE Hedge Fund Activity: Q3 2025 in Review

3 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2025, worth a combined $818K — down 100% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 232 funds closed out of NVEE and 0 opened new positions — a net loss of 232 holders — while 2 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $222M sold.

  • 3 institutional investors held NV5 Global (NVEE) as of Q3 2025, down from 238 in Q2 2025.
  • Funds reported $818K of NV5 Global stock for Q3 2025, down 100% quarter-over-quarter.
  • 0 funds opened new NV5 Global positions in Q3 2025 and 232 closed out, a net change of -232 holders.
  • The largest NV5 Global seller in Q3 2025 was BlackRock, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2025.