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NVEE

NV5 Global

Delisted

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

212 hedge funds and large institutions have $1.13B invested in NV5 Global in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

2% more funds holding

Funds holding: 208212 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.19B → $1.13B (-$58M)

4.11% less ownership

Funds ownership: 304.58%300.47% (-4.1%)

25% less call options, than puts

Call options by funds: $966K | Put options by funds: $1.29M

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% 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
30
Increased
75
Reduced
60
Closed
25
Calls
$966K
Puts
$1.29M
Net Calls
-$326K
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$17.8K +$1.21K +52 +7%
PD
177
Point72 (DIFC)
United Arab Emirates
$17.7K +$17.8K +764 New
NS
178
NBC Securities
Alabama
$16K
PS
179
Principal Securities
Iowa
$15K -$1.4K -60 -9%
UB
180
UMB Bank
Missouri
$10.7K -$187 -8 -2%
TFIPS
181
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.2K
QL
182
Quarry LP
New York
$8.18K +$3.36K +144 +69%
PTC
183
Private Trust Company
Ohio
$6.42K +$747 +32 +13%
MSG
184
Main Street Group
Virginia
$5.99K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$4.18K +$654 +28 +18%
BCM
186
Blume Capital Management
California
$3.72K
PA
187
PSI Advisors
Florida
$3.72K
GRP
188
Global Retirement Partners
California
$3.63K +$3.64K +156 New
QCG
189
Quadrant Capital Group
Ohio
$3.44K -$5.88K -252 -63%
GI
190
GAMMA Investing
California
$3.44K +$2.52K +108 +270%
SPIA
191
Steward Partners Investment Advisory
New York
$3.35K
Simplex Trading
192
Simplex Trading
Illinois
$2K -$9.8K -420 -78%
PWMG
193
Private Wealth Management Group
New Jersey
$1.77K +$1.77K +76 New
NMM
194
Naples Money Management
Florida
$1.72K
BTI
195
Blue Trust Inc
Georgia
$1.57K +$1.49K +64 New
TFA
196
Toth Financial Advisory
Virginia
$1.21K +$1.21K +52 New
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K
CFGS
198
Concourse Financial Group Securities
Alabama
$1.02K
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$837
SAM
200
Smartleaf Asset Management
Massachusetts
$744 +$747 +32 New

NVEE Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2024, worth a combined $1.13B — down 4.9% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NVEE positions and 25 closed out — a net gain of 5 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was Swedbank, adding an estimated $7M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 212 institutional investors held NV5 Global (NVEE) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $1.13B of NV5 Global stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new NV5 Global positions in Q2 2024 and 25 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q2 2024 was Swedbank, an estimated $7M added.
  • The largest NV5 Global seller in Q2 2024 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.