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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
ACM
176
Aster Capital Management
United Arab Emirates
$10.2K +$10.4K +436 New
QL
177
Quarry LP
New York
$9.63K +$1.43K +60 +17%
NC
178
nVerses Capital
Florida
$9.35K +$9.51K +400 New
PWS
179
Peterson Wealth Services
Utah
$9.35K +$9.51K +400 New
GI
180
GAMMA Investing
California
$8.23K +$4.85K +204 +138%
PTC
181
Private Trust Company
Ohio
$6.45K
MSG
182
Main Street Group
Virginia
$6.17K
SCM
183
Sterling Capital Management
North Carolina
$4.11K +$4.18K +176 New
Simplex Trading
184
Simplex Trading
Illinois
$4K +$2.19K +92 +77%
GRP
185
Global Retirement Partners
California
$3.83K +$190 +8 +5%
MAM
186
Meeder Asset Management
Ohio
$3.83K +$3.9K +164 New
BCM
187
Blume Capital Management
California
$3.74K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$3.74K -$475 -20 -11%
PA
189
PSI Advisors
Florida
$3.74K
QCG
190
Quadrant Capital Group
Ohio
$3.46K
SPIA
191
Steward Partners Investment Advisory
New York
$3.37K
BBHC
192
Brown Brothers Harriman & Co
New York
$3.37K +$3.42K +144 New
PWMG
193
Private Wealth Management Group
New Jersey
$1.78K
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$1.59K +$1.62K +68 New
TFA
195
Toth Financial Advisory
Virginia
$1.22K
NMM
196
Naples Money Management
Florida
$1.12K -$665 -28 -37%
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.12K
CFGS
198
Concourse Financial Group Securities
Alabama
$1.12K +$95 +4 +9%
RIL
199
Rothschild Investment LLC
Illinois
$935 +$475 +20 +100%
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$841

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.